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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
351
DHJJ Financial Advisors
Illinois
$293K +$276K +14,763 New
EH
352
Equitable Holdings
New York
$292K +$275K +14,697 New
KWM
353
Keebeck Wealth Management
Illinois
$286K +$270K +14,430 New
JWM
354
JFG Wealth Management
Colorado
$284K +$268K +14,361 New
CAM
355
Carret Asset Management
New York
$279K -$5.61K -300 -2%
APSP
356
Asset Planning Services (Pennsylvania)
Pennsylvania
$278K
Vanguard Capital Wealth Advisors
357
Vanguard Capital Wealth Advisors
Colorado
$278K +$264K +14,136 New
SIM
358
Sonora Investment Management
Arizona
$268K +$252K +13,470 +22,450%
RWM
359
RBA Wealth Management
California
$265K -$4.71K -252 -2%
PWM
360
PRW Wealth Management
Massachusetts
$263K +$248K +13,248 New
EA
361
Elm Advisors
California
$262K -$146K -7,830 -37%
Bank of New York Mellon
362
Bank of New York Mellon
New York
$262K
JWM
363
Janiczek Wealth Management
Colorado
$262K
PTP
364
Platform Technology Partners
New York
$261K
AIP
365
Almanack Investment Partners
Pennsylvania
$259K +$1.07K +57 +0.4%
OIA
366
Optimum Investment Advisors
Illinois
$255K +$241K +12,873 New
LWM
367
Loveless Wealth Management
Montana
$254K -$561 -30 -0.2%
PCA
368
Personal Capital Advisors
California
$254K +$239K +12,789 New
FCA
369
FinTrust Capital Advisors
South Carolina
$253K -$8.47K -453 -3%
GG
370
Greenwood Gearhart
Arkansas
$253K +$238K +12,756 New
WANY
371
Wealthspire Advisors (New York)
New York
$252K +$237K +12,675 New
BFPW
372
BOK Financial Private Wealth
Colorado
$250K -$37.3K -1,995 -14%
JWA
373
JFS Wealth Advisors
Pennsylvania
$246K +$16.6K +888 +8%
IB
374
Intrust Bank
Kansas
$244K -$45.9K -2,454 -17%
AIA
375
AIMZ Investment Advisors
California
$240K +$226K +12,096 New