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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
551
Kozak & Associates
Colorado
$63K
EWM
552
EPG Wealth Management
Georgia
$63K +$284 +12 +0.5%
NIC
553
Northwest Investment Counselors
Oregon
$61K +$58.8K +2,484 New
SFM
554
Signet Financial Management
New Jersey
$60K +$58.1K +2,451 New
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$57K +$284 +12 +0.5%
M
556
MOTCO
Texas
$56K
TCM
557
Tradewinds Capital Management
Washington
$54K
AssetMark Inc
558
AssetMark Inc
California
$54K +$16.3K +687 +45%
ACA
559
Aptus Capital Advisors
Alabama
$53K
AIA
560
Armor Investment Advisors
North Carolina
$52K
TCM
561
TD Capital Management
Tennessee
$51K +$284 +12 +0.6%
SSB
562
Sandy Spring Bank
Maryland
$51K +$5.61K +237 +13%
CCP
563
Clarkston Capital Partners
Michigan
$50K
AC
564
AlphaCore Capital
California
$48K +$71 +3 +0.2%
AWM
565
Atticus Wealth Management
Florida
$47K -$4.9K -207 -10%
MAWCM
566
Mine & Arao Wealth Creation & Management
California
$47K
GIA
567
Goodwin Investment Advisory
Georgia
$46K
CIA
568
Cascade Investment Advisors
Oregon
$44.7K
CA
569
Cornerstone Advisory
Maryland
$44K +$42.6K +1,800 New
AF
570
Allworth Financial
California
$43K +$71 +3 +0.2%
RF
571
Robbins Farley
New Hampshire
$42K -$2.06K -87 -5%
KPCM
572
Kings Point Capital Management
New York
$42K +$41.2K +1,740 New
NL
573
NVWM LLC
Pennsylvania
$41K +$39.6K +1,671 New
VCM
574
Versant Capital Management
Arizona
$40K -$8.1K -342 -17%
LWA
575
Lenox Wealth Advisors
New York
$38K