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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
301
NWAM LLC
Washington
$875K -$86.4K -4,014 -8%
CCM
302
Condor Capital Management
New Jersey
$875K -$65 -3 -0%
PAMG
303
Patton Albertson Miller Group
Tennessee
$858K
LWM
304
Laidlaw Wealth Management
New York
$851K -$60.5K -2,808 -6%
SCM
305
SOL Capital Management
Maryland
$848K +$2.26K +105 +0.2%
CWM
306
Cedar Wealth Management
California
$848K +$160K +7,452 +21%
WANY
307
Wealthspire Advisors (New York)
New York
$846K -$2K -93 -0.2%
ASN
308
Advisory Services Network
Georgia
$821K +$263K +12,216 +41%
JFG
309
JMG Financial Group
Illinois
$813K +$6.78K +315 +0.8%
KJWM
310
Kiley Juergens Wealth Management
Washington
$805K +$33.6K +1,563 +4%
AWM
311
Apollon Wealth Management
South Carolina
$803K -$3.88K -180 -0.4%
SWM
312
Silverlake Wealth Management
Vermont
$796K -$20.6K -957 -2%
BCM
313
Brookstone Capital Management
Illinois
$776K +$196K +9,120 +30%
WF
314
Warner Financial
Maryland
$775K +$27.9K +1,296 +3%
KWM
315
Kolinsky Wealth Management
New Jersey
$757K +$8.98K +417 +1%
BAM
316
Baldrige Asset Management
Pennsylvania
$751K +$1.29K +60 +0.2%
Renaissance Technologies
317
Renaissance Technologies
New York
$749K +$297K +13,800 +56%
RFA
318
Resurgent Financial Advisors
Georgia
$747K -$83.6K -3,885 -9%
HTC
319
Haverford Trust Company
Pennsylvania
$747K
JP Morgan Chase
320
JP Morgan Chase
New York
$742K -$92K -4,275 -10%
FAG
321
Fortitude Advisory Group
Washington
$720K -$14.1K -657 -2%
HI
322
Hoey Investments
Pennsylvania
$718K -$170K -7,893 -18%
SWM
323
Southern Wealth Management
Texas
$717K +$67.7K +3,147 +10%
CBFP
324
Cedar Brook Financial Partners
Ohio
$714K +$5.17K +240 +0.7%
SWA
325
Sax Wealth Advisors
New Jersey
$714K