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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Concorde Asset Management
Michigan
$1.43M -$2.68K -150 -0.2%
AF
102
Advisornet Financial
Minnesota
$1.43M +$517K +28,962 +56%
CIAS
103
Capital Investment Advisory Services
North Carolina
$1.41M +$5.73K +321 +0.4%
KWM
104
Kingsview Wealth Management
Oregon
$1.41M +$160K +8,943 +13%
AWS
105
AJ Wealth Strategies
New York
$1.32M
PWA
106
Providence Wealth Advisors
Illinois
$1.29M +$1.3M +72,927 New
ACI
107
Alpha Cubed Investments
California
$1.28M -$12.8K -720 -1%
TIM
108
Total Investment Management
Arizona
$1.24M +$32.7K +1,833 +3%
Creative Planning
109
Creative Planning
Kansas
$1.23M +$13.4K +753 +1%
CHA
110
Cedar Hill Associates
Illinois
$1.22M
BFM
111
Broadview Financial Management
Wisconsin
$1.22M +$71.7K +4,017 +6%
MAM
112
Marquette Asset Management
Minnesota
$1.14M -$13.3K -747 -1%
MGIA
113
Moneta Group Investment Advisors
Missouri
$1.11M +$940K +52,689 +517%
AG
114
Advisor Group
Arizona
$1.11M -$76.5K -4,287 -6%
WDL
115
Well Done LLC
Michigan
$1.09M
CCM
116
Carlson Capital Management
Minnesota
$1.05M +$3K +168 +0.3%
SPC
117
Sigma Planning Corp
Michigan
$1.05M +$789K +44,205 +293%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1M +$24K +1,344 +2%
DBRC
119
D.B. Root & Company
Pennsylvania
$937K +$944K +52,911 New
BW
120
Bison Wealth
Georgia
$913K +$145K +8,100 +19%
HSA
121
HBK Sorce Advisory
Pennsylvania
$910K -$12.9K -723 -1%
JFGIW
122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$904K -$55.2K -3,096 -6%
GC
123
Garde Capital
Washington
$900K +$49.7K +2,787 +6%
BTS
124
BB&T Securities
Virginia
$891K +$106K +5,958 +13%
ADL
125
Asset Dedication LLC
California
$885K +$693K +38,829 +341%