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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
401
Laurel Wealth Advisors (California)
California
$429K -$787K -36,564 -62%
VCP
402
Vista Capital Partners
Oregon
$429K +$62.6K +2,910 +15%
MGWM
403
Marks Group Wealth Management
Minnesota
$420K
LF
404
LifeSteps Financial
California
$418K -$3.68K -171 -0.8%
WWM
405
Western Wealth Management
Colorado
$418K +$6.91K +321 +2%
VST
406
Van Strum & Towne
California
$415K
Stifel Financial
407
Stifel Financial
Missouri
$413K -$840 -39 -0.2%
RC
408
Roundview Capital
New Jersey
$412K
RC
409
RegentAtlantic Capital
New Jersey
$404K +$4.78K +222 +1%
MHS
410
M Holdings Securities
Oregon
$399K -$160K -7,422 -27%
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$399K
KA
412
Klingman & Associates
New York
$397K +$2.58K +120 +0.6%
MCM
413
Manchester Capital Management
Vermont
$393K
ECM
414
Elgethun Capital Management
South Dakota
$393K +$41.1K +1,911 +10%
APG
415
Abacus Planning Group
South Carolina
$392K +$7.69K +357 +2%
NEPWA
416
New England Private Wealth Advisors
Massachusetts
$388K +$5.42K +252 +1%
Cerity Partners
417
Cerity Partners
New York
$387K +$53.2K +2,469 +14%
MFC
418
Morris Financial Concepts
South Carolina
$383K +$7.56K +351 +2%
Lido Advisors
419
Lido Advisors
California
$382K -$29.1K -1,350 -7%
CIR
420
Clear Investment Research
Georgia
$382K
RCM
421
Radnor Capital Management
Pennsylvania
$381K
RPGK
422
Retirement Planning Group (Kansas)
Kansas
$378K -$20.6K -957 -5%
APA
423
American Portfolios Advisors
New York
$374K +$1.23K +57 +0.3%
DWT
424
Dorsey & Whitney Trust
South Dakota
$372K
SW
425
SkyOak Wealth
Michigan
$371K +$32.8K +1,524 +9%