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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VDI
151
Vaughan David Investments
Illinois
$248K
DG
152
Davidson & Garrard
Virginia
$247K -$4.22K -249 -2%
AIM
153
Avity Investment Management
Connecticut
$244K -$102K -6,000 -30%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$235K +$1.42K +84 +0.6%
GP
155
Girard Partners
Pennsylvania
$231K
AL
156
Aspiriant LLC
California
$229K -$140K -8,265 -38%
EWM
157
Empirical Wealth Management
Washington
$227K
WI
158
Wintrust Investments
Illinois
$223K -$20.3K -1,200 -8%
SBIA
159
Sheaff Brock Investment Advisors
Indiana
$223K
MI
160
Moneywise Inc
Virginia
$216K -$62.4K -3,687 -23%
CWM
161
Cornerstone Wealth Management
Missouri
$212K +$205K +12,108 New
HK
162
Horizon Kinetics
New York
$206K +$202K +11,922 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$203K +$12.4K +735 +7%
VIA
164
Vantage Investment Advisors
Pennsylvania
$201K +$5.89K +348 +3%
AWM
165
Avior Wealth Management
Nebraska
$181K +$177K +10,455 New
ASN
166
Advisory Services Network
Georgia
$180K +$30.5K +1,800 +21%
TWA
167
TCI Wealth Advisors
Arizona
$170K
VFA
168
Valeo Financial Advisors
Indiana
$170K +$166K +9,822 New
EWM
169
Edge Wealth Management
New York
$162K +$11.3K +666 +8%
GRP
170
Global Retirement Partners
California
$150K +$104K +6,117 +237%
WA
171
Winfield Associates
Ohio
$144K +$30.5K +1,800 +28%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$138K -$1.32K -78 -1%
EK
173
Evensky & Katz
Florida
$137K +$1.47K +87 +1%
RCG
174
Ruggie Capital Group
Florida
$129K -$20.9K -1,233 -14%
TCM
175
Tradewinds Capital Management
Washington
$117K -$45.4K -2,682 -28%