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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
651
Kozak & Associates
Colorado
$70.1K +$288 +12 +0.4%
AA
652
Ancora Advisors
Ohio
$70.1K
HF
653
Halpern Financial
Virginia
$69.8K
JFA
654
JNBA Financial Advisors
Minnesota
$69.2K -$1.37K -57 -2%
EWM
655
EPG Wealth Management
Georgia
$68.8K +$288 +12 +0.4%
Citigroup
656
Citigroup
New York
$68.1K +$48.2K +2,010 +296%
GI
657
GAMMA Investing
California
$68K +$1.87K +78 +3%
NMM
658
Naples Money Management
Florida
$67.9K +$64.3K +2,682 New
BWP
659
Baldwin Wealth Partners
Massachusetts
$62.9K -$32.4K -1,353 -35%
NIC
660
Northwest Investment Counselors
Oregon
$62.9K +$59.6K +2,484 New
PK
661
Pflug Koory
Nebraska
$61.2K
BTI
662
Blue Trust Inc
Georgia
$57.4K +$54.4K +2,268 New
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K -$5.97K -249 -10%
HFS
664
Horizon Financial Services
North Carolina
$56.8K +$53.8K +2,244 New
CT
665
Caldwell Trust
Florida
$56.6K
MIM
666
MTM Investment Management
South Carolina
$56.6K +$53.6K +2,235 New
CCP
667
Clarkston Capital Partners
Michigan
$55.9K +$144 +6 +0.3%
PFM
668
Phillips Financial Management
Indiana
$51.7K
GI
669
Gradient Investments
Minnesota
$51.4K +$7.48K +312 +18%
CA
670
CoreCap Advisors
Michigan
$51.1K -$555K -23,151 -92%
SAM
671
Smartleaf Asset Management
Massachusetts
$46.9K +$36.4K +1,518 +444%
SSB
672
Sandy Spring Bank
Maryland
$45.7K
BCMLT
673
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.1K
GAA
674
Global Assets Advisory
Florida
$44.3K +$42.1K +1,758 New
FFO
675
Fortitude Family Office
Arizona
$41K +$144 +6 +0.4%