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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$206K +$85.1K +5,994 +70%
JWS
102
Juncture Wealth Strategies
Arizona
$202K -$15.5K -1,089 -7%
MFW
103
Mosaic Family Wealth
Missouri
$185K +$187K +13,143 New
AIG
104
American International Group
New York
$173K -$63.4K -4,467 -27%
WCM
105
Westend Capital Management
California
$171K +$171K +12,066 New
APSP
106
Asset Planning Services (Pennsylvania)
Pennsylvania
$150K +$1.06K +75 +0.7%
TWA
107
TCI Wealth Advisors
Arizona
$139K
CG
108
Cutler Group
California
$102K +$103K +7,236 New
KKAMG
109
Kernodle & Katon Asset Management Group
Arkansas
$93K +$93.4K +6,576 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$83K +$21.2K +1,494 +34%
PAI
111
Pittenger & Anderson Inc
Nebraska
$72K
SA
112
SRH Advisors
Kansas
$59K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$57K -$8.77K -618 -13%
IA
114
IFP Advisors
Florida
$57K +$56.8K +3,999 New
MFS
115
MSI Financial Services
Massachusetts
$56K +$56.4K +3,972 New
AWM
116
Avior Wealth Management
Nebraska
$38K +$85 +6 +0.2%
WIC
117
Woodmont Investment Counsel
Tennessee
$30K
NFG
118
Next Financial Group
Texas
$28K
AA
119
Apriem Advisors
California
$25K +$17K +1,200 +200%
JFGIW
120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K +$128 +9 +0.5%
ACM
121
Armbruster Capital Management
New York
$18K +$18.5K +1,305 New
PG
122
Patten Group
Tennessee
$17.7K +$17.7K +1,248 New
PFG
123
Piershale Financial Group
Illinois
$11K +$11.3K +798 New
DBT
124
Dubuque Bank & Trust
Iowa
$8K
VIA
125
Vantage Investment Advisors
Pennsylvania
$7K +$3.41K +240 +84%