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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
276
Atlanta Financial Associates
Georgia
$515K +$16.5K +882 +4%
SSWM
277
Smith Salley Wealth Management
North Carolina
$515K +$485K +25,941 New
JPLA
278
Joseph P. Lucia & Associates
New York
$511K +$95.2K +5,094 +25%
KP
279
Keel Point
Alabama
$508K
SW
280
SlateStone Wealth
Florida
$506K -$21.3K -1,140 -4%
ASN
281
Advisory Services Network
Georgia
$506K +$170K +9,120 +56%
AWMG
282
Alliance Wealth Management Group
New Jersey
$492K
TCM
283
Towercrest Capital Management
Pennsylvania
$492K
FWM
284
Frontier Wealth Management
Missouri
$490K +$76.4K +4,089 +20%
WCM
285
Whitener Capital Management
North Carolina
$489K -$107K -5,745 -19%
CCA
286
Clearwater Capital Advisors
Illinois
$488K
CC
287
Cassaday & Co
Virginia
$486K
AIM
288
Avity Investment Management
Connecticut
$484K +$192K +10,290 +73%
VWA
289
V Wealth Advisors
Kansas
$484K +$456K +24,414 New
JWCA
290
J.W. Cole Advisors
Florida
$477K +$450K +24,054 New
Renaissance Technologies
291
Renaissance Technologies
New York
$476K +$449K +24,000 New
MAG
292
Mayfair Advisory Group
Alabama
$464K
JCM
293
Jacobsen Capital Management
Utah
$460K -$3.08K -165 -0.7%
WPA
294
West Paces Advisors
Georgia
$453K
AWG
295
Altus Wealth Group
Colorado
$449K +$423K +22,620 New
CBFP
296
Cedar Brook Financial Partners
Ohio
$448K +$15.8K +843 +4%
RIM
297
Rockbridge Investment Management
New York
$439K -$57.1K -3,057 -12%
RJA
298
Raymond James & Associates
Florida
$438K +$81.9K +4,380 +25%
RC
299
Roundview Capital
New Jersey
$437K +$187K +10,002 +83%
SBIA
300
Sheaff Brock Investment Advisors
Indiana
$436K +$67.9K +3,630 +20%