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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
$1.33M -$189K -8,748 -13%
CCWM
277
Cassaday & Co Wealth Management
Virginia
$1.32M +$1.3M +60,024 New
LAIC
278
Lederer & Associates Investment Counsel
California
$1.32M -$29.5K -1,362 -2%
GHA
279
GW Henssler & Associates
Georgia
$1.31M -$1.17K -54 -0.1%
Corient Private Wealth
280
Corient Private Wealth
Florida
$1.31M +$1.29M +59,478 New
WF
281
Warner Financial
Maryland
$1.31M +$425K +19,632 +49%
SPC
282
Sigma Planning Corp
Michigan
$1.28M +$14K +648 +1%
RRC
283
Relaxing Retirement Coach
Massachusetts
$1.27M -$9.48K -438 -0.8%
PCMC
284
Private Capital Management (Colorado)
Colorado
$1.26M +$109K +5,052 +10%
KHC
285
Koesten Hirschmann & Crabtree
Kansas
$1.25M +$1.23M +56,865 New
CWM
286
Cedar Wealth Management
California
$1.25M +$290K +13,374 +31%
NCM
287
Northwest Capital Management
Oregon
$1.23M -$59.3K -2,739 -5%
MCC
288
Money Concepts Capital
Florida
$1.23M +$79K +3,651 +7%
DWM
289
Dakota Wealth Management
Florida
$1.23M +$129K +5,979 +12%
AA
290
Alesco Advisors
New York
$1.22M +$443K +20,481 +59%
MWA
291
Monograph Wealth Advisors
California
$1.18M
CWM
292
Chesapeake Wealth Management
Virginia
$1.18M +$59.1K +2,730 +5%
RIA
293
Regal Investment Advisors
Michigan
$1.17M +$29.7K +1,374 +3%
VFA
294
Valeo Financial Advisors
Indiana
$1.17M
LJAC
295
L.J. Altfest & Co
New York
$1.16M +$5.39K +249 +0.5%
GCA
296
Gradient Capital Advisors
California
$1.14M -$71.8K -3,315 -6%
BL
297
BCWM LLC
Kansas
$1.14M -$13.6K -630 -1%
AL
298
Aspiriant LLC
California
$1.14M -$99.2K -4,584 -8%
BCIM
299
Bishop & Co Investment Management
Pennsylvania
$1.13M -$28.8K -1,329 -3%
NL
300
NWAM LLC
Washington
$1.13M +$141K +6,534 +15%