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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MI
326
Moneywise Inc
Virginia
$174K +$175K +9,876 New
FRA
327
Front Row Advisors
California
$161K +$532 +30 +0.3%
EK
328
Evensky & Katz
Florida
$147K -$3.99K -225 -3%
BCA
329
Berman Capital Advisors
Georgia
$145K +$1.01K +57 +0.7%
PFBT
330
Parkside Financial Bank & Trust
Missouri
$134K -$3.09K -174 -2%
AIA
331
Arcadia Investment Advisors
Idaho
$129K -$54.1K -3,048 -30%
AF
332
Allworth Financial
California
$128K +$2.13K +120 +2%
CA
333
Cetera Advisors
Colorado
$126K +$122K +6,861 New
PA
334
Parallel Advisors
California
$122K +$6.55K +369 +6%
S
335
SignatureFD
Georgia
$119K -$29K -1,635 -20%
EWM
336
Edge Wealth Management
New York
$113K -$36.5K -2,055 -25%
SA
337
SRH Advisors
Kansas
$111K +$213 +12 +0.2%
TCM
338
Tradewinds Capital Management
Washington
$110K -$2.45K -138 -2%
JWA
339
JFS Wealth Advisors
Pennsylvania
$110K
IF
340
Ironwood Financial
Arizona
$104K -$2.77K -156 -3%
YWP
341
YorkBridge Wealth Partners
New York
$88K
PNC Financial Services Group
342
PNC Financial Services Group
Pennsylvania
$85K -$5.43K -306 -6%
PC
343
Permanens Capital
New York
$85K +$82.7K +4,662 New
RWM
344
Raffa Wealth Management
District of Columbia
$83.1K
TAIM
345
TD Ameritrade Investment Management
Nebraska
$82K +$9.74K +549 +14%
BCM
346
Blume Capital Management
California
$73K
IRC
347
Investors Research Corp
Georgia
$71K +$69.3K +3,903 New
VCM
348
Versant Capital Management
Arizona
$70K -$213 -12 -0.3%
TL
349
TrueWealth LLC
Georgia
$59K
EFSCE
350
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$53.2K +3,000 New