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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Segment Wealth Management
Texas
$241K +$240K +14,406 New
WI
152
Wintrust Investments
Illinois
$236K +$8.03K +483 +4%
APSP
153
Asset Planning Services (Pennsylvania)
Pennsylvania
$227K +$1.4K +84 +0.6%
GP
154
Girard Partners
Pennsylvania
$224K
EWM
155
Empirical Wealth Management
Washington
$220K
SBIA
156
Sheaff Brock Investment Advisors
Indiana
$216K +$214K +12,900 New
SNBOSD
157
Security National Bank of So Dak
Iowa
$211K
Millennium Management
158
Millennium Management
New York
$211K +$209K +12,591 New
VIA
159
Vantage Investment Advisors
Pennsylvania
$189K +$111K +6,696 +147%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$185K +$21.7K +1,308 +13%
AF
161
Allworth Financial
California
$170K
TWA
162
TCI Wealth Advisors
Arizona
$164K
TCM
163
Tradewinds Capital Management
Washington
$159K -$2.77M -166,815 -95%
EWM
164
Edge Wealth Management
New York
$147K -$32.8K -1,974 -18%
RCG
165
Ruggie Capital Group
Florida
$146K -$55.6K -3,342 -28%
ASN
166
Advisory Services Network
Georgia
$145K +$143K +8,625 +35,938%
TRCT
167
Tower Research Capital (TRC)
New York
$144K -$354K -21,303 -71%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$135K -$27.1K -1,632 -17%
EK
169
Evensky & Katz
Florida
$131K +$16.3K +978 +14%
WA
170
Winfield Associates
Ohio
$109K +$20K +1,200 +23%
Chevy Chase Trust
171
Chevy Chase Trust
Maryland
$108K -$848 -51 -0.8%
SJIM
172
St. Johns Investment Management
Florida
$102K
IF
173
Ironwood Financial
Arizona
$100K -$19.9K -1,194 -17%
YWP
174
YorkBridge Wealth Partners
New York
$81K +$2.49K +150 +3%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$78K +$77.9K +4,683 New