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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
276
Frontier Wealth Management
Missouri
$1.03M -$10.6K -474 -0.9%
NL
277
NWAM LLC
Washington
$1.02M +$101K +4,500 +10%
RIA
278
Regal Investment Advisors
Michigan
$1.02M +$176K +7,863 +19%
AG
279
Appleton Group
Wisconsin
$1.01M -$8.61M -383,388 -89%
BL
280
BCWM LLC
Kansas
$1.01M +$290K +12,909 +36%
PCWA
281
Pacific Capital Wealth Advisors
California
$1M -$2.63K -117 -0.2%
CCMD
282
Cypress Capital Management (Delaware)
Delaware
$1M -$23.6K -1,050 -2%
AIM
283
Avity Investment Management
Connecticut
$1M
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$977K -$27.7K -1,233 -3%
LWM
285
Laidlaw Wealth Management
New York
$967K -$52.1K -2,319 -5%
MIAN
286
Mariner Independent Advisor Network
Kansas
$960K +$21.3K +948 +2%
MC
287
Montag & Caldwell
Georgia
$949K +$678K +30,213 +196%
JPLA
288
Joseph P. Lucia & Associates
New York
$947K +$67.3K +2,997 +7%
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
$944K -$8.62K -384 -0.8%
CCM
290
Condor Capital Management
New Jersey
$933K -$36.4K -1,620 -3%
HI
291
Hoey Investments
Pennsylvania
$930K +$10.8K +483 +1%
PAMG
292
Patton Albertson Miller Group
Tennessee
$916K
WANY
293
Wealthspire Advisors (New York)
New York
$904K +$640K +28,509 +191%
SCM
294
SOL Capital Management
Maryland
$902K
MGIA
295
Matthew Goff Investment Advisor
Texas
$881K +$950K +42,339 New
JP Morgan Chase
296
JP Morgan Chase
New York
$880K +$783K +34,878 +468%
RFA
297
Resurgent Financial Advisors
Georgia
$878K -$15.7K -699 -2%
SWM
298
Silverlake Wealth Management
Vermont
$869K +$39K +1,737 +4%
JFG
299
JMG Financial Group
Illinois
$861K +$929K +41,370 New
AWM
300
Apollon Wealth Management
South Carolina
$860K -$203K -9,054 -18%