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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
126
Well Done LLC
Michigan
$1.15M
CCM
127
Carlson Capital Management
Minnesota
$1.11M
SPC
128
Sigma Planning Corp
Michigan
$1.11M -$890 -48 -0.1%
BW
129
Bison Wealth
Georgia
$1.11M +$142K +7,677 +15%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.05M -$2.33K -126 -0.2%
WIC
131
Whitegate Investment Counselors
New Hampshire
$1.03M +$393K +21,198 +62%
GC
132
Garde Capital
Washington
$1.01M +$93.6K +5,052 +10%
SG Americas Securities
133
SG Americas Securities
New York
$1M +$995K +53,658 New
BTS
134
BB&T Securities
Virginia
$994K +$52.6K +2,838 +6%
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$977K +$21.9K +1,182 +2%
HSA
136
HBK Sorce Advisory
Pennsylvania
$946K -$14.2K -765 -1%
PFM
137
Phillips Financial Management
Indiana
$938K +$28.7K +1,548 +3%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$915K +$234K +12,642 +35%
OC
139
Oarsman Capital
Wisconsin
$880K +$57.3K +3,090 +7%
ADL
140
Asset Dedication LLC
California
$862K -$76.2K -4,110 -8%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$819K +$227K +12,228 +39%
MMHP
142
Murphy Middleton Hinkle & Parker
Georgia
$818K +$945 +51 +0.1%
DSC
143
Duncker Streett & Co
Missouri
$811K +$324K +17,505 +68%
CFA
144
Cahill Financial Advisors
Minnesota
$795K +$15.3K +828 +2%
MCM
145
Mengis Capital Management
Oregon
$787K +$69.9K +3,771 +10%
JC
146
Jentner Corp
Ohio
$783K -$11.8K -636 -1%
AA
147
Alesco Advisors
New York
$779K -$18.2K -981 -2%
EWA
148
EP Wealth Advisors
California
$768K +$552K +29,754 +262%
WPA
149
West Paces Advisors
Georgia
$767K
BCWM
150
Blue Chip Wealth Management
Florida
$765K +$97.6K +5,265 +15%