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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
151
Elwood & Goetz Wealth Advisory Group
Georgia
$1.74M -$36.3K -1,941 -2%
RRC
152
Relaxing Retirement Coach
Massachusetts
$1.68M -$69.6K -3,720 -4%
WIC
153
Whitegate Investment Counselors
New Hampshire
$1.67M +$275K +14,700 +20%
PGA
154
Premia Global Advisors
Florida
$1.66M -$283K -15,117 -15%
CIAS
155
Capital Investment Advisory Services
North Carolina
$1.65M +$9.54K +510 +0.6%
WI
156
Wintrust Investments
Illinois
$1.65M -$81.9K -4,374 -5%
AWS
157
AJ Wealth Strategies
New York
$1.6M -$81.8K -4,371 -5%
Creative Planning
158
Creative Planning
Kansas
$1.53M +$26.6K +1,419 +2%
PAG
159
Private Advisor Group
New Jersey
$1.52M +$413K +22,089 +38%
AWM
160
AE Wealth Management
Kansas
$1.49M +$27.3K +1,461 +2%
AFP
161
Ausdal Financial Partners
Iowa
$1.48M +$16.8K +897 +1%
SBL
162
Sargent Bickham Lagudis
Colorado
$1.47M -$81.8K -4,371 -5%
FA
163
Fagan Associates
New York
$1.46M +$746K +39,852 +107%
FWM
164
Frontier Wealth Management
Missouri
$1.41M -$43.3K -2,316 -3%
CAM
165
Concorde Asset Management
Michigan
$1.4M
CCMD
166
Cypress Capital Management (Delaware)
Delaware
$1.38M +$539K +28,800 +65%
PWA
167
Providence Wealth Advisors
Illinois
$1.36M +$2.25K +120 +0.2%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$1.36M +$25.3K +1,353 +2%
WA
169
WESPAC Advisors
California
$1.36M -$469K -25,068 -26%
AF
170
Advisornet Financial
Minnesota
$1.36M -$66.8K -3,570 -5%
WDL
171
Well Done LLC
Michigan
$1.34M
TIM
172
Total Investment Management
Arizona
$1.3M +$8.76K +468 +0.7%
ADL
173
Asset Dedication LLC
California
$1.3M -$3.26K -174 -0.3%
FAG
174
Financial Advisory Group
Texas
$1.29M
CCA
175
Clearwater Capital Advisors
Illinois
$1.28M -$156K -8,361 -11%