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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
401
YHB Investment Advisors
Connecticut
$265K +$13.6K +600 +5%
PCA
402
Personal Capital Advisors
California
$264K -$57.8K -2,547 -18%
VST
403
Van Strum & Towne
California
$262K +$261K +11,490 New
IWP
404
IAG Wealth Partners
Wisconsin
$258K
BAIA
405
Bel Air Investment Advisors
California
$255K
TRCT
406
Tower Research Capital (TRC)
New York
$254K +$230K +10,125 +999%
IWA
407
Intercontinental Wealth Advisors
Texas
$253K +$252K +11,100 New
CFS
408
CRA Financial Services
New Jersey
$250K +$4.15K +183 +2%
TCWM
409
Total Clarity Wealth Management
Illinois
$250K +$110K +4,842 +79%
LC
410
Landaas & Company
Wisconsin
$247K
AC
411
Apella Capital
Connecticut
$247K +$246K +10,824 New
NA
412
NewEdge Advisors
Louisiana
$244K +$136 +6 +0.1%
FFWM
413
Future Financial Wealth Management
Ohio
$239K
AWA
414
Acorn Wealth Advisors
Michigan
$239K +$1.16K +51 +0.5%
MC
415
Montag & Caldwell
Georgia
$239K +$237K +10,467 New
Barclays
416
Barclays
United Kingdom
$238K +$217K +9,555 +1,062%
TIA
417
Tiemann Investment Advisors
California
$237K -$6.33K -279 -3%
IWC
418
Integrated Wealth Concepts
Massachusetts
$234K +$12.9K +567 +6%
CA
419
Cambridge Advisors
Nebraska
$234K +$15.7K +693 +7%
OC
420
Oarsman Capital
Wisconsin
$231K -$749 -33 -0.3%
MWM
421
Meridian Wealth Management
Kentucky
$230K -$12.7K -561 -5%
EA
422
Elm Advisors
California
$229K
WI
423
Wedgewood Investors
Pennsylvania
$229K
IB
424
Intrust Bank
Kansas
$226K
VWA
425
V Wealth Advisors
Kansas
$224K +$272 +12 +0.1%