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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
326
Teamwork Financial Advisors
Texas
$686K -$191K -8,082 -22%
AFAS
327
Acorn Financial Advisory Services
Virginia
$683K +$11.5K +486 +2%
GT
328
Greenleaf Trust
Michigan
$682K
AIM
329
AHL Investment Management
Florida
$679K
WCM
330
Whitener Capital Management
North Carolina
$671K +$13.5K +570 +2%
HGERS
331
Householder Group Estate & Retirement Specialist
Arizona
$665K +$4.76K +201 +0.7%
DADC
332
D.A. Davidson & Co
Montana
$653K
TC
333
Tatro Capital
Kentucky
$653K +$142 +6 +0%
ASN
334
Advisory Services Network
Georgia
$653K +$16.9K +714 +3%
CWM
335
Cadence Wealth Management
Massachusetts
$653K +$26.2K +1,107 +4%
KA
336
Kovack Advisors
Florida
$651K +$497 +21 +0.1%
Bank of New York Mellon
337
Bank of New York Mellon
New York
$649K +$75.7K +3,198 +13%
HWA
338
HHM Wealth Advisors
Tennessee
$648K +$2.42K +102 +0.4%
MLA
339
My Legacy Advisors
Oregon
$648K +$645K +27,231 New
AA
340
Alesco Advisors
New York
$645K +$30.9K +1,305 +5%
MHS
341
M Holdings Securities
Oregon
$642K +$639K +26,970 New
LF
342
Lantz Financial
Illinois
$640K
SWM
343
Southern Wealth Management
Texas
$634K +$2.2K +93 +0.4%
WDL
344
Well Done LLC
Michigan
$625K
SSWM
345
Smith Salley Wealth Management
North Carolina
$617K
NS
346
Newman & Schimel
Illinois
$615K -$10.9K -462 -2%
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$614K +$54.6K +2,307 +10%
LNC
348
Lincoln National Corp
Pennsylvania
$613K +$16.3K +690 +3%
Dimensional Fund Advisors
349
Dimensional Fund Advisors
Texas
$611K -$71 -3 -0%
SWP
350
Stratos Wealth Partners
Ohio
$600K -$313K -13,200 -34%