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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
126
Phillips Financial Management
Indiana
$858K +$5.51K +309 +0.6%
ACA
127
Atlas Capital Advisors
Wyoming
$857K -$182K -10,203 -18%
OC
128
Oarsman Capital
Wisconsin
$778K +$164K +9,171 +26%
MMHP
129
Murphy Middleton Hinkle & Parker
Georgia
$774K +$195K +10,920 +33%
BAM
130
Berkshire Asset Management
Pennsylvania
$759K +$151K +8,478 +25%
VFA
131
Valeo Financial Advisors
Indiana
$759K +$625K +35,025 +555%
DAS
132
Dynamic Advisor Solutions
Arizona
$758K +$156K +8,733 +26%
AA
133
Alesco Advisors
New York
$755K +$15.6K +876 +2%
JC
134
Jentner Corp
Ohio
$753K +$9.37K +525 +1%
CFA
135
Cahill Financial Advisors
Minnesota
$738K
WPA
136
West Paces Advisors
Georgia
$726K +$732K +41,010 New
PAG
137
Private Advisor Group
New Jersey
$716K -$153K -8,592 -18%
TRCT
138
Tower Research Capital (TRC)
New York
$705K -$28.7K -1,611 -4%
JMPWA
139
JP Morgan Private Wealth Advisors
California
$694K -$25.5K -1,431 -4%
MCM
140
Mengis Capital Management
Oregon
$679K +$49.1K +2,751 +8%
Vanguard Capital Wealth Advisors
141
Vanguard Capital Wealth Advisors
Colorado
$659K +$82.4K +4,620 +14%
3C
142
361 Capital
Colorado
$654K +$659K +36,951 New
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$642K +$647K +36,282 New
BCWM
144
Blue Chip Wealth Management
Florida
$631K +$104K +5,853 +20%
TYCC
145
Texas Yale Capital Corp
Florida
$627K -$94.2K -5,277 -13%
WIC
146
Whitegate Investment Counselors
New Hampshire
$604K -$5.89K -330 -1%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$601K +$33.5K +1,878 +6%
Millennium Management
148
Millennium Management
New York
$577K +$278K +15,555 +91%
US Bancorp
149
US Bancorp
Minnesota
$565K +$196K +10,971 +52%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$558K +$1.28K +72 +0.2%