We are live on ! Find out more
SCHV icon

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
476
Greenwood Gearhart
Arkansas
$636K +$4.97K +175 +0.8%
UFA
477
Uptown Financial Advisors
Texas
$636K – – –
MIA
478
Milestone Investment Advisors
Wisconsin
$634K – – –
BWM
479
Bullock Wealth Management
Indiana
$632K +$612K +21,535 +18,565%
Alesco Advisors
480
Alesco Advisors
New York
$628K -$511 -18 -0.1%
MGWM
481
Marks Group Wealth Management
Minnesota
$628K – – –
HWA
482
HMV Wealth Advisors
Louisiana
$627K -$33.5K -1,180 -5%
Great Valley Advisor Group
483
Great Valley Advisor Group
Delaware
$626K +$611K +21,493 New
SWM
484
Stark Wealth Management
Pennsylvania
$617K -$315K -11,104 -34%
MC
485
McCarthy & Cox
Ohio
$604K +$25.9K +912 +5%
CIR
486
Clear Investment Research
Georgia
$594K – – –
BBW
487
Blue Barn Wealth
Utah
$584K +$2.56K +90 +0.5%
RWP
488
Revolve Wealth Partners
New Jersey
$580K -$23.9K -840 -4%
FWM
489
Fonville Wealth Management
Virginia
$579K -$10.1K -355 -2%
RA
490
Resolute Advisors
California
$579K +$2.87K +101 +0.5%
GC
491
Gilbert & Cook
Iowa
$575K – – –
IWN
492
Independent Wealth Network
Iowa
$573K +$7.79K +274 +1%
&Partners
493
&Partners
Tennessee
$571K +$140K +4,912 +33%
CFFP
494
Center for Financial Planning
Michigan
$569K – – –
VF
495
Vawter Financial
Ohio
$566K +$553K +19,451 New
Obermeyer Wealth Partners
496
Obermeyer Wealth Partners
Colorado
$563K +$28 +1 +0%
BWA
497
Beam Wealth Advisors
Louisiana
$560K -$34.5K -1,216 -6%
SA
498
Seneschal Advisors
Washington
$558K – – –
SW
499
SkyOak Wealth
Michigan
$556K -$76.5K -2,694 -12%
DWT
500
Dorsey & Whitney Trust
South Dakota
$555K – – –