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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
351
Zacks Investment Management
Illinois
$1.26M -$186K -7,093 -13%
CP
352
Creekside Partners
California
$1.26M -$45.1K -1,717 -4%
KJWM
353
Kiley Juergens Wealth Management
Washington
$1.26M +$66K +2,513 +6%
WANY
354
Wealthspire Advisors (New York)
New York
$1.26M +$21.7K +824 +2%
KHC
355
Koesten Hirschmann & Crabtree
Kansas
$1.25M -$13.2K -503 -1%
VFA
356
Valeo Financial Advisors
Indiana
$1.24M
NRI
357
NFP Retirement Inc
California
$1.24M +$15.5K +588 +1%
ES
358
ETF Store
Kansas
$1.23M +$17.2K +655 +1%
CCM
359
Condor Capital Management
New Jersey
$1.22M +$79 +3 +0%
TGAM
360
TBH Global Asset Management
Tennessee
$1.22M +$843K +32,086 +290%
CA
361
Continuum Advisory
Idaho
$1.21M +$1.09M +41,446 +1,801%
UAG
362
United Advisor Group
Ohio
$1.21M +$786K +29,915 +217%
GCA
363
Gradient Capital Advisors
California
$1.19M -$52.7K -2,006 -4%
Vanguard Capital Wealth Advisors
364
Vanguard Capital Wealth Advisors
Colorado
$1.19M +$229K +8,711 +25%
JFG
365
JMG Financial Group
Illinois
$1.19M -$97.9K -3,724 -8%
BRWA
366
B. Riley Wealth Advisors
Florida
$1.18M -$26.1K -993 -2%
IAS
367
IMA Advisory Services
Colorado
$1.18M
KF
368
K2 Financial
California
$1.17M -$19.7K -751 -2%
RI
369
Ridgewood Investments
New Jersey
$1.16M +$388K +14,750 +54%
CA
370
CGN Advisors
Kansas
$1.16M +$37.6K +1,432 +4%
William Blair & Company
371
William Blair & Company
Illinois
$1.15M -$4.31K -164 -0.4%
AIM
372
Avity Investment Management
Connecticut
$1.14M -$368 -14 -0%
PL
373
Plancorp LLC
Missouri
$1.14M +$495K +18,823 +84%
CAAM
374
Cornerstone Advisors Asset Management
Pennsylvania
$1.13M +$5.62K +214 +0.5%
CCWM
375
Cassaday & Co Wealth Management
Virginia
$1.13M -$178K -6,773 -14%