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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
326
Raymond James & Associates
Florida
$227K +$224K +12,123 New
CSIA
327
Charles Schwab Investment Advisory
California
$223K -$19.2K -1,038 -8%
SQA
328
Simon Quick Advisors
New Jersey
$221K +$21.1K +1,140 +11%
JA
329
JOYN Advisors
Georgia
$218K
SNBOSD
330
Security National Bank of So Dak
Iowa
$213K
RWM
331
RBA Wealth Management
California
$211K +$209K +11,292 New
AWMF
332
Arbor Wealth Management (Florida)
Florida
$210K -$23.8K -1,287 -10%
CBFP
333
Cedar Brook Financial Partners
Ohio
$207K -$17.8K -963 -8%
CPIG
334
Chicago Partners Investment Group
Illinois
$207K +$1.39K +75 +0.7%
JWA
335
JFS Wealth Advisors
Pennsylvania
$204K +$89.7K +4,851 +80%
EIP
336
Ellis Investment Partners
Pennsylvania
$204K +$201K +10,872 New
PWM
337
PRW Wealth Management
Massachusetts
$203K
YWP
338
YorkBridge Wealth Partners
New York
$191K +$99.8K +5,400 +113%
KCPG
339
Kavar Capital Partners Group
Kansas
$183K +$181K +9,780 New
MF
340
Manchester Financial
California
$177K +$175K +9,477 New
MI
341
Moneywise Inc
Virginia
$173K -$11.2K -606 -6%
FRA
342
Front Row Advisors
California
$166K
EK
343
Evensky & Katz
Florida
$152K +$665 +36 +0.4%
BCA
344
Berman Capital Advisors
Georgia
$149K
SIC
345
Salem Investment Counselors
North Carolina
$146K +$144K +7,815 New
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$127K +$38.9K +2,103 +45%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$122K -$15.4K -834 -11%
S
348
SignatureFD
Georgia
$122K
DWM
349
Destination Wealth Management
California
$119K +$118K +6,357 New
KBFS
350
Kohmann Bosshard Financial Services
Ohio
$117K +$116K +6,267 New