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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MI
126
Moneywise Inc
Virginia
$281K -$697 -45 -0.3%
EWA
127
EP Wealth Advisors
California
$278K +$37.7K +2,433 +16%
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$1.25K +81 +0.5%
Stifel Financial
129
Stifel Financial
Missouri
$245K +$236K +15,255 New
ICOA
130
Investment Centers of America
North Dakota
$238K +$230K +14,862 New
FAAS
131
First Allied Advisory Services
California
$226K +$219K +14,109 New
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$215K +$1.81K +117 +0.9%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$213K -$13.5K -873 -6%
CA
134
Cambridge Advisors
Nebraska
$211K -$5.81K -375 -3%
ZIM
135
Zacks Investment Management
Illinois
$208K -$187K -12,096 -48%
PAM
136
Peak Asset Management
Colorado
$207K +$201K +12,936 New
SNBOSD
137
Security National Bank of So Dak
Iowa
$202K +$195K +12,609 New
RCG
138
Ruggie Capital Group
Florida
$196K -$6.74K -435 -3%
EK
139
Evensky & Katz
Florida
$192K -$1.35K -87 -0.7%
EWM
140
Edge Wealth Management
New York
$165K +$135K +8,703 +543%
TWA
141
TCI Wealth Advisors
Arizona
$157K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$148K +$45.2K +2,919 +46%
IF
143
Ironwood Financial
Arizona
$143K -$13.1K -846 -9%
PFBT
144
Parkside Financial Bank & Trust
Missouri
$127K -$9.11K -588 -7%
AWM
145
Avior Wealth Management
Nebraska
$104K +$10.5K +675 +12%
IA
146
IFP Advisors
Florida
$103K -$38.5K -2,487 -28%
LWMT
147
Legacy Wealth Management (Tennessee)
Tennessee
$99.3K +$96K +6,192 New
SJIM
148
St. Johns Investment Management
Florida
$97K +$94.2K +6,075 New
SIC
149
Salem Investment Counselors
North Carolina
$96K
KKAMG
150
Kernodle & Katon Asset Management Group
Arkansas
$90K -$55.5K -3,579 -39%