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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
401
WT Wealth Management
Arizona
$400K -$241K -10,728 -36%
MA
402
MONECO Advisors
Connecticut
$399K +$943 +42 +0.2%
JIC
403
Johnson Investment Counsel
Ohio
$399K +$431K +19,197 New
APA
404
American Portfolios Advisors
New York
$397K +$5.66K +252 +1%
VCP
405
Vista Capital Partners
Oregon
$397K -$269 -12 -0.1%
DWT
406
Dorsey & Whitney Trust
South Dakota
$397K
Lido Advisors
407
Lido Advisors
California
$396K -$9.16K -408 -2%
DIS
408
Diversified Investment Strategies
Louisiana
$395K -$47.5K -2,118 -10%
RA
409
Riversedge Advisors
Delaware
$394K +$425K +18,915 New
DPI
410
Diversified Portfolios Inc
Michigan
$394K +$425K +18,933 New
MCM
411
Manchester Capital Management
Vermont
$393K
GG
412
Greenwood Gearhart
Arkansas
$393K +$30.2K +1,344 +8%
EL
413
Essex LLC
Illinois
$390K -$9.09K -405 -2%
BB
414
Bell Bank
North Dakota
$383K +$413K +18,408 New
ECM
415
Elgethun Capital Management
South Dakota
$379K +$29.6K +1,320 +8%
ZIM
416
Zacks Investment Management
Illinois
$374K +$1.82K +81 +0.5%
SW
417
SkyOak Wealth
Michigan
$364K -$49.8K -2,220 -11%
DW
418
Domani Wealth
Pennsylvania
$361K
OCPWS
419
One Charles Private Wealth Services
Massachusetts
$361K
Cerity Partners
420
Cerity Partners
New York
$360K +$143K +6,357 +58%
AAS
421
Annex Advisory Services
Wisconsin
$356K +$269 +12 +0.1%
PWA
422
Physician Wealth Advisors
Utah
$356K +$539 +24 +0.1%
EHC
423
Everett Harris & Co
California
$354K +$16.8K +750 +5%
US Bancorp
424
US Bancorp
Minnesota
$353K +$159K +7,071 +72%
CFFP
425
Center for Financial Planning
Michigan
$352K