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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
Janiczek Wealth Management
Colorado
$283K
TAIM
402
TD Ameritrade Investment Management
Nebraska
$281K +$185K +8,010 +98%
AWA
403
Arkadios Wealth Advisors
Georgia
$280K -$52K -2,250 -15%
CAM
404
Carret Asset Management
New York
$280K
YIA
405
YHB Investment Advisors
Connecticut
$276K +$14.6K +630 +5%
BFPW
406
BOK Financial Private Wealth
Colorado
$275K
AIA
407
AIMZ Investment Advisors
California
$272K
Lido Advisors
408
Lido Advisors
California
$269K -$2.43K -105 -0.9%
ZIM
409
Zacks Investment Management
Illinois
$267K -$195K -8,412 -41%
OIA
410
Optimum Investment Advisors
Illinois
$266K -$9.92K -429 -4%
TWM
411
TriaGen Wealth Management
California
$266K
CFS
412
CRA Financial Services
New Jersey
$262K +$15.1K +654 +6%
IWC
413
Integrated Wealth Concepts
Massachusetts
$262K +$32.1K +1,389 +14%
AWA
414
Acorn Wealth Advisors
Michigan
$258K +$23.1K +999 +10%
IWP
415
IAG Wealth Partners
Wisconsin
$255K
IWA
416
Intercontinental Wealth Advisors
Texas
$250K
PCA
417
Personal Capital Advisors
California
$248K -$13K -561 -5%
NQWM
418
Northwest Quadrant Wealth Management
Oregon
$247K +$33.9K +1,464 +16%
LC
419
Landaas & Company
Wisconsin
$244K
NA
420
NewEdge Advisors
Louisiana
$244K +$3.47K +150 +1%
AC
421
Apella Capital
Connecticut
$243K
VWA
422
V Wealth Advisors
Kansas
$242K +$21K +906 +9%
FFWM
423
Future Financial Wealth Management
Ohio
$239K
Fisher Asset Management
424
Fisher Asset Management
Washington
$236K +$243K +10,491 New
BF
425
BOK Financial
Oklahoma
$236K +$243K +10,503 New