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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
401
Manchester Financial
California
$23K -$2.05K -117 -8%
BWA
402
BDO Wealth Advisors
Florida
$23K
JHCP
403
Jackson Hole Capital Partners
Oklahoma
$23K
MSFP
404
Mark Sheptoff Financial Planning
Connecticut
$22K
HF
405
Halpern Financial
Virginia
$19.6K
IF
406
Ironwood Financial
Arizona
$19K
ACA
407
Aptus Capital Advisors
Alabama
$18K
PK
408
Pflug Koory
Nebraska
$18K
FPB
409
First PREMIER Bank
South Dakota
$18K +$18.1K +1,035 New
CIAS
410
CBIZ Investment Advisory Services
Ohio
$17K
CIA
411
Cascade Investment Advisors
Oregon
$17K
RCA
412
Rowland Carmichael Advisors
Arizona
$15K
AA
413
Advisory Alpha
Michigan
$15K +$14.3K +819 New
BFC
414
Bedel Financial Consulting
Indiana
$14K +$157 +9 +1%
AA
415
Ancora Advisors
Ohio
$13K
LDFR
416
Lehman & Derafelo Financial Resources
Pennsylvania
$11K -$8.61K -492 -44%
MWC
417
MBM Wealth Consultants
Missouri
$11K
RBC
418
Roble Belko & Company
Pennsylvania
$11K +$11K +630 New
JP Morgan Chase
419
JP Morgan Chase
New York
$10K -$182K -10,431 -95%
KCM
420
Kathmere Capital Management
Pennsylvania
$9K +$9.18K +525 New
BAM
421
Barrett Asset Management
New York
$8K
CWA
422
Carolina Wealth Advisors
South Carolina
$8K
VNA
423
Valley National Advisers
Pennsylvania
$7K
ME
424
McIlrath & Eck
Washington
$6K -$7.71K -441 -57%
AF
425
Allworth Financial
California
$6K