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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Monograph Wealth Advisors
California
$1.05M
VFA
277
Valeo Financial Advisors
Indiana
$1.04M +$1.94K +90 +0.2%
BCIM
278
Bishop & Co Investment Management
Pennsylvania
$1.03M +$37.1K +1,722 +3%
LJAC
279
L.J. Altfest & Co
New York
$1.03M +$28.8K +1,338 +3%
BL
280
BCWM LLC
Kansas
$1.02M +$87K +4,041 +8%
MCC
281
Money Concepts Capital
Florida
$1.02M -$5.23K -243 -0.5%
PCMC
282
Private Capital Management (Colorado)
Colorado
$1.02M -$527K -24,468 -32%
SA
283
Shilanski & Associates
Alaska
$1.02M +$1.12M +52,164 New
RG
284
Retirement Group
California
$1.01M -$808K -37,551 -42%
RIA
285
Regal Investment Advisors
Michigan
$1.01M +$67.9K +3,153 +6%
MAM
286
Marquette Asset Management
Minnesota
$998K -$8.53K -396 -0.8%
AFP
287
Ausdal Financial Partners
Iowa
$995K -$230K -10,674 -17%
CWM
288
Chesapeake Wealth Management
Virginia
$993K -$535K -24,846 -33%
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$983K -$8.53K -396 -0.9%
DWM
290
Dakota Wealth Management
Florida
$971K +$1.07M +49,800 New
PCWA
291
Pacific Capital Wealth Advisors
California
$961K +$21.7K +1,008 +2%
BFA
292
BMS Financial Advisors
South Dakota
$957K +$1.06M +49,065 New
AIM
293
Avity Investment Management
Connecticut
$937K
BOPW
294
Brandywine Oak Private Wealth
Pennsylvania
$915K +$1.01M +46,950 New
MC
295
Montag & Caldwell
Georgia
$903K +$14.4K +669 +1%
JPLA
296
Joseph P. Lucia & Associates
New York
$888K
MIAN
297
Mariner Independent Advisor Network
Kansas
$885K -$13.1K -609 -1%
KAM
298
KEB Asset Management
Illinois
$885K +$977K +45,366 New
CWM
299
Cornerstone Wealth Management
Missouri
$877K -$143K -6,624 -13%
DWP
300
Destiny Wealth Partners
Florida
$876K -$254K -11,778 -21%