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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JA
301
JOYN Advisors
Georgia
$198K -$5.95K -336 -3%
PGAM
302
Princeton Global Asset Management
New Jersey
$197K +$212K +11,982 New
FA
303
Fortis Advisors
Pennsylvania
$182K -$10.8K -609 -5%
PWM
304
PRW Wealth Management
Massachusetts
$178K +$192K +10,848 New
AIA
305
Arcadia Investment Advisors
Idaho
$166K -$64.6K -3,651 -27%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$155K -$8.44K -477 -5%
FRA
307
Front Row Advisors
California
$145K +$1.22K +69 +0.8%
EWM
308
Edge Wealth Management
New York
$136K
EK
309
Evensky & Katz
Florida
$136K +$796 +45 +0.5%
S
310
SignatureFD
Georgia
$134K -$9.45K -534 -6%
BCA
311
Berman Capital Advisors
Georgia
$130K +$140K +7,941 New
PFBT
312
Parkside Financial Bank & Trust
Missouri
$123K +$9.5K +537 +8%
AF
313
Allworth Financial
California
$113K +$75.7K +4,278 +164%
SWP
314
Strategic Wealth Partners
Ohio
$106K -$58.9K -3,330 -35%
PA
315
Parallel Advisors
California
$103K +$47.8K +2,700 +75%
TCM
316
Tradewinds Capital Management
Washington
$102K +$1.01K +57 +0.9%
SA
317
SRH Advisors
Kansas
$100K +$531 +30 +0.5%
JWA
318
JFS Wealth Advisors
Pennsylvania
$99K +$23.9K +1,350 +29%
CCMW
319
Cypress Capital Management (Wyoming)
Wyoming
$97K -$2.1M -118,956 -95%
IF
320
Ironwood Financial
Arizona
$97K +$743 +42 +0.7%
MDCM
321
Morgan Dempsey Capital Management
Wisconsin
$96K +$103K +5,820 New
Deutsche Bank
322
Deutsche Bank
Germany
$92K +$99.9K +5,649 New
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$83K +$4.83K +273 +6%
YWP
324
YorkBridge Wealth Partners
New York
$79K
RWM
325
Raffa Wealth Management
District of Columbia
$74.8K