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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
376
Private Ocean
California
$37K +$35.4K +1,890 +9,000%
QCMC
377
Quantum Capital Management (California)
California
$35K +$35.1K +1,875 New
CCP
378
Clarkston Capital Partners
Michigan
$34K +$33.9K +1,809 New
SPIA
379
Steward Partners Investment Advisory
New York
$29K
AIC
380
Ameritas Investment Company
Nebraska
$29K +$28.6K +1,527 New
Citigroup
381
Citigroup
New York
$28K -$18.3K -978 -40%
MDCM
382
Morgan Dempsey Capital Management
Wisconsin
$23K
CIA
383
Cascade Investment Advisors
Oregon
$21.6K -$3.37K -180 -14%
LDFR
384
Lehman & Derafelo Financial Resources
Pennsylvania
$21K -$4.1K -219 -16%
ACA
385
Aptus Capital Advisors
Alabama
$21K +$20.9K +1,116 New
RCA
386
Rowland Carmichael Advisors
Arizona
$16K
LFG
387
LifePlan Financial Group
Ohio
$16K +$225 +12 +1%
SB
388
Strategic Blueprint
Georgia
$15K +$14.8K +789 New
BFC
389
Bedel Financial Consulting
Indiana
$14K +$168 +9 +1%
MWC
390
MBM Wealth Consultants
Missouri
$13K
UBS AM
391
UBS AM
Illinois
$12.5K
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
$11K +$2.47K +132 +30%
CMBA
393
C.M. Bidwell & Associates
Hawaii
$10K +$56 +3 +0.6%
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$10K +$9.43K +504 New
SWA
395
Sutton Wealth Advisors
Florida
$9.19K
BAM
396
Barrett Asset Management
New York
$9K +$8.42K +450 New
JP Morgan Chase
397
JP Morgan Chase
New York
$8K -$9.43K -504 -53%
VNA
398
Valley National Advisers
Pennsylvania
$7K -$898 -48 -11%
AF
399
Allworth Financial
California
$7K
AIA
400
Armor Investment Advisors
North Carolina
$7K