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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
WealthShield Partners
North Carolina
$44K +$8.03K +354 +22%
AF
502
Allworth Financial
California
$42K -$12.2K -537 -22%
CIA
503
Cascade Investment Advisors
Oregon
$41.7K +$19.4K +855 +88%
SSB
504
Sandy Spring Bank
Maryland
$38K +$7.21K +318 +24%
LWA
505
Lenox Wealth Advisors
New York
$36K -$66.4K -2,925 -65%
PK
506
Pflug Koory
Nebraska
$36K
RDFA
507
Ritter Daniher Financial Advisory
Ohio
$35K
SFPG
508
Stonebridge Financial Planning Group
Florida
$35K
CFO
509
CVA Family Office
Colorado
$34K +$68 +3 +0.2%
CWA
510
Clearview Wealth Advisors
Oregon
$34K +$6.81K +300 +26%
FMP
511
Financial Management Professionals
Texas
$32K +$31.8K +1,401 New
BWA
512
BDO Wealth Advisors
Florida
$30K -$16.3K -720 -36%
JHCP
513
Jackson Hole Capital Partners
Oklahoma
$30K
MSFP
514
Mark Sheptoff Financial Planning
Connecticut
$29K
RF
515
Robbins Farley
New Hampshire
$28K
GIA
516
Goodwin Investment Advisory
Georgia
$28K +$27.6K +1,218 New
First Manhattan
517
First Manhattan
New York
$27K
GLLW
518
Graves Light Lenhart Wealth
Virginia
$25K
RBC
519
Roble Belko & Company
Pennsylvania
$25K +$4.76K +210 +23%
FPB
520
First PREMIER Bank
South Dakota
$24K
PAI
521
Pittenger & Anderson Inc
Nebraska
$19K
BFC
522
Bedel Financial Consulting
Indiana
$19K +$68 +3 +0.4%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$18K +$17K +750 +2,083%
Simplex Trading
524
Simplex Trading
Illinois
$17K -$92.8K -4,089 -84%
AA
525
Ancora Advisors
Ohio
$17K -$204 -9 -1%