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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
376
Stratos Wealth Partners
Ohio
$493K -$34.2K -1,524 -6%
LF
377
Lantz Financial
Illinois
$491K -$73.7K -3,285 -12%
DFA
378
DHJJ Financial Advisors
Illinois
$479K +$4.51K +201 +0.9%
NFG
379
Nations Financial Group
Iowa
$475K +$68.2K +3,039 +15%
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$474K +$74.4K +3,315 +17%
NEPWA
381
New England Private Wealth Advisors
Massachusetts
$467K
BDFN
382
Bond & Devick Financial Network
Minnesota
$465K +$48.8K +2,172 +11%
LF
383
LifeSteps Financial
California
$450K -$606 -27 -0.1%
MGWM
384
Marks Group Wealth Management
Minnesota
$449K
Bank of New York Mellon
385
Bank of New York Mellon
New York
$444K -$133K -5,937 -22%
VST
386
Van Strum & Towne
California
$443K +$37K +1,650 +8%
Stifel Financial
387
Stifel Financial
Missouri
$441K -$10.3K -459 -2%
RC
388
Roundview Capital
New Jersey
$439K -$9.29K -414 -2%
RC
389
RegentAtlantic Capital
New Jersey
$427K +$26.5K +1,182 +6%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$425K
RPGK
391
Retirement Planning Group (Kansas)
Kansas
$424K -$122K -5,451 -21%
KA
392
Klingman & Associates
New York
$421K
SPIA
393
Steward Partners Investment Advisory
New York
$421K +$30.6K +1,362 +7%
SFWC
394
Strategic Family Wealth Counselors
New Jersey
$417K +$10.1K +450 +2%
WWM
395
Western Wealth Management
Colorado
$415K +$46.2K +2,058 +12%
APG
396
Abacus Planning Group
South Carolina
$411K +$8.15K +363 +2%
CIR
397
Clear Investment Research
Georgia
$408K
RCM
398
Radnor Capital Management
Pennsylvania
$407K
AA
399
Advisory Alpha
Michigan
$405K +$437K +19,470 New
MFC
400
Morris Financial Concepts
South Carolina
$401K -$6.13K -273 -1%