We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
451
IMA Advisory Services
Colorado
$572K – – –
CAM
452
Carret Asset Management
New York
$570K +$119K +4,390 +25%
UFA
453
Uptown Financial Advisors
Texas
$570K +$590K +21,850 New
AA
454
Alesco Advisors
New York
$564K -$35K -1,296 -6%
MGWM
455
Marks Group Wealth Management
Minnesota
$562K – – –
PGFC
456
Peapack-Gladstone Financial Corp
New Jersey
$561K -$42K -1,555 -7%
CRFG
457
Columbia River Financial Group
Washington
$560K +$580K +21,482 New
VF
458
Vawter Financial
Ohio
$547K – – –
RWP
459
Revolve Wealth Partners
New Jersey
$544K +$459 +17 +0.1%
BBW
460
Blue Barn Wealth
Utah
$543K +$7.37K +273 +1%
CIR
461
Clear Investment Research
Georgia
$542K -$540 -20 -0.1%
ACA
462
Atlas Capital Advisors
Wyoming
$537K -$232K -8,598 -29%
LA
463
LexAurum Advisors
Kansas
$533K +$552K +20,455 New
GG
464
Greenwood Gearhart
Arkansas
$533K -$31.4K -1,162 -5%
FWS
465
FinDec Wealth Services
California
$527K -$61K -2,258 -10%
ACI
466
Alpha Cubed Investments
California
$524K +$5.05K +187 +0.9%
MAG
467
Mayfair Advisory Group
Alabama
$522K – – –
GC
468
Gilbert & Cook
Iowa
$518K – – –
SA
469
Seneschal Advisors
Washington
$517K +$535K +19,833 New
RA
470
Resolute Advisors
California
$511K +$3.19K +118 +0.6%
SBIA
471
Sheaff Brock Investment Advisors
Indiana
$509K +$10.8K +400 +2%
CFFP
472
Center for Financial Planning
Michigan
$509K – – –
JCIA
473
Jackson Creek Investment Advisors
Colorado
$509K -$130K -4,827 -20%
WAM
474
WNY Asset Management
New York
$508K -$153K -5,658 -23%
SSW
475
Stone Summit Wealth
Florida
$500K -$51.1K -1,892 -9%
17 18
19
20 21