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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$320K +$318K +19,320 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$298K +$76.4K +4,650 +35%
CDIA
128
Capital Directions Investment Advisors
Georgia
$296K
VCP
129
Vista Capital Partners
Oregon
$293K -$2.32K -141 -0.8%
MI
130
Moneywise Inc
Virginia
$286K -$4.68K -285 -2%
GA
131
Geneva Advisors
Illinois
$280K -$148K -9,027 -35%
SPC
132
Sigma Planning Corp
Michigan
$279K +$277K +16,872 New
IA
133
IFP Advisors
Florida
$261K +$154K +9,342 +145%
BL
134
Balentine LLC
Georgia
$259K +$257K +15,648 New
EWA
135
EP Wealth Advisors
California
$247K -$40K -2,433 -14%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$247K -$19.4K -1,182 -7%
DG
137
Davidson & Garrard
Virginia
$241K +$239K +14,571 New
VDI
138
Vaughan David Investments
Illinois
$238K -$111K -6,756 -32%
CG
139
Cutler Group
California
$232K +$230K +14,019 New
WI
140
Wintrust Investments
Illinois
$226K +$224K +13,641 New
APSP
141
Asset Planning Services (Pennsylvania)
Pennsylvania
$223K +$1.33K +81 +0.6%
CA
142
Cambridge Advisors
Nebraska
$223K +$4.93K +300 +2%
GP
143
Girard Partners
Pennsylvania
$221K +$220K +13,365 New
EWM
144
Empirical Wealth Management
Washington
$217K +$216K +13,131 New
FFA
145
First Foundation Advisors
California
$214K -$822K -49,998 -79%
SNBOSD
146
Security National Bank of So Dak
Iowa
$209K
RCG
147
Ruggie Capital Group
Florida
$199K -$3.11K -189 -2%
EWM
148
Edge Wealth Management
New York
$177K +$6.41K +390 +4%
AF
149
Allworth Financial
California
$168K +$167K +10,131 New
TWA
150
TCI Wealth Advisors
Arizona
$163K