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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
301
Carolinas Wealth Consulting
North Carolina
$1.03M +$31K +1,395 +3%
CFD
302
Creative Financial Designs
Indiana
$1.03M +$232K +10,449 +29%
KAM
303
KEB Asset Management
Illinois
$992K
CWM
304
Cornerstone Wealth Management
Missouri
$991K +$1.01M +45,315 New
PCWA
305
Pacific Capital Wealth Advisors
California
$979K +$1.2K +54 +0.1%
FWS
306
FinDec Wealth Services
California
$968K -$522K -23,496 -35%
ZF
307
Zhang Financial
Michigan
$955K -$25.5K -1,146 -3%
JPLA
308
Joseph P. Lucia & Associates
New York
$950K +$5.33K +240 +0.6%
PAMG
309
Patton Albertson Miller Group
Tennessee
$948K -$13.7K -615 -1%
SCM
310
SOL Capital Management
Maryland
$942K -$4.87K -219 -0.5%
AWM
311
Apollon Wealth Management
South Carolina
$939K -$15.5K -696 -2%
SFS
312
Sowell Financial Services
Arkansas
$931K -$564K -25,365 -37%
SWM
313
Spire Wealth Management
Virginia
$928K +$550K +24,738 +140%
CPRC
314
Consolidated Portfolio Review Corp
New York
$926K +$941K +42,360 New
KJWM
315
Kiley Juergens Wealth Management
Washington
$915K +$2.87K +129 +0.3%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$914K -$62.5K -2,814 -6%
CCM
317
Condor Capital Management
New Jersey
$910K -$56.3K -2,535 -6%
DPI
318
Diversified Portfolios Inc
Michigan
$891K +$519K +23,364 +134%
ASN
319
Advisory Services Network
Georgia
$889K -$67.9K -3,054 -7%
ACA
320
Atlas Capital Advisors
Wyoming
$872K -$47.3K -2,130 -5%
WANY
321
Wealthspire Advisors (New York)
New York
$870K +$23.7K +1,065 +3%
KWM
322
Kolinsky Wealth Management
New Jersey
$864K +$11.3K +507 +1%
BCI
323
Brinker Capital Investments
Pennsylvania
$858K +$872K +39,246 New
OPS
324
Orion Portfolio Solutions
Nebraska
$858K +$872K +39,246 New
MIA
325
Milestone Investment Advisors
Wisconsin
$853K