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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Arkadios Wealth Advisors
Georgia
$1.9M -$24.9K -921 -1%
CSWM
277
Cassady Schiller Wealth Management
Ohio
$1.86M -$42.1K -1,560 -2%
CIA
278
Concurrent Investment Advisors
Florida
$1.82M +$85.7K +3,173 +5%
SWP
279
SIMA Wealth Partners
Virginia
$1.82M -$173K -6,420 -8%
WMWM
280
Wilkins Miller Wealth Management
Alabama
$1.8M +$1.86M +68,882 New
CCC
281
Compass Capital Corp
Massachusetts
$1.79M +$1.85M +68,640 New
RIA
282
Regal Investment Advisors
Michigan
$1.78M -$906K -33,559 -33%
MFT
283
Moisand Fitzgerald Tamayo
Florida
$1.78M -$96.6K -3,577 -5%
EA
284
Emerald Advisors
Washington
$1.77M -$3.61M -133,662 -66%
FSG
285
Financial Strategies Group
Michigan
$1.76M -$3.41M -126,277 -65%
KWM
286
Kolinsky Wealth Management
New Jersey
$1.76M +$129K +4,762 +8%
TIM
287
Tortoise Investment Management
New York
$1.74M -$4.67K -173 -0.3%
EHAM
288
Eagle Harbor Asset Management
Washington
$1.72M -$385K -14,267 -18%
MMA
289
Miracle Mile Advisors
California
$1.7M -$276K -10,239 -14%
ECM
290
Elgethun Capital Management
South Dakota
$1.67M +$48.5K +1,796 +3%
LAIC
291
Lederer & Associates Investment Counsel
California
$1.63M +$3.67K +136 +0.2%
AWM
292
Apollon Wealth Management
South Carolina
$1.61M +$396K +14,657 +31%
Tudor Investment Corp
293
Tudor Investment Corp
Connecticut
$1.6M +$1.3M +48,269 +363%
FAIM
294
Financial Advocates Investment Management
Washington
$1.59M -$9.21K -341 -0.6%
PA
295
Parallel Advisors
California
$1.59M +$63.4K +2,348 +4%
Corient Private Wealth
296
Corient Private Wealth
Florida
$1.59M -$443K -16,420 -21%
S
297
SignatureFD
Georgia
$1.57M -$194K -7,193 -11%
IA
298
IFP Advisors
Florida
$1.56M -$19K -705 -1%
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
$1.55M -$63.8K -2,365 -4%
NHT
300
New Hampshire Trust
New Hampshire
$1.54M +$705K +26,115 +80%