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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Pure Financial Advisors
California
$699K +$46.4K +2,793 +7%
AA
102
Alesco Advisors
New York
$695K +$12.3K +738 +2%
BW
103
Bison Wealth
Georgia
$641K +$54.9K +3,300 +9%
MCM
104
Mengis Capital Management
Oregon
$608K +$15.6K +939 +3%
JC
105
Jentner Corp
Ohio
$597K +$29.9K +1,800 +5%
SIAS
106
Shine Investment Advisory Services
Colorado
$588K +$585K +35,157 New
WIC
107
Whitegate Investment Counselors
New Hampshire
$559K +$14.7K +882 +3%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$556K +$553K +33,249 New
CA
109
Continuum Advisory
Idaho
$555K +$8.28K +498 +2%
FAAS
110
First Allied Advisory Services
California
$536K +$530K +31,860 New
CCMW
111
Cypress Capital Management (Wyoming)
Wyoming
$535K +$143K +8,610 +37%
Stifel Financial
112
Stifel Financial
Missouri
$534K +$126K +7,548 +31%
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$510K -$20.5K -1,230 -4%
AWMG
114
Alliance Wealth Management Group
New Jersey
$501K -$2.79K -168 -0.6%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$496K +$11.1K +666 +2%
RIA
116
Regal Investment Advisors
Michigan
$468K +$1.9K +114 +0.4%
AFP
117
Ausdal Financial Partners
Iowa
$467K +$464K +27,915 New
KWM
118
Kingsview Wealth Management
Oregon
$452K +$128K +7,695 +40%
BAC
119
Boys Arnold & Co
North Carolina
$447K -$2.84K -171 -0.6%
HighTower Advisors
120
HighTower Advisors
Illinois
$440K -$78.9K -4,746 -15%
DSC
121
Duncker Streett & Co
Missouri
$413K +$10.4K +627 +3%
OC
122
Oarsman Capital
Wisconsin
$401K +$42.2K +2,538 +12%
S
123
SignatureFD
Georgia
$400K -$43.9K -2,640 -10%
AW
124
ACG Wealth
Georgia
$396K -$260K -15,621 -40%
ONB
125
Old National Bancorp
Indiana
$389K