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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
151
DDD Partners
Washington
$2.29M +$176K +9,066 +9%
IAA
152
Independent Advisor Alliance
North Carolina
$2.28M +$2.21M +113,907 New
Jane Street
153
Jane Street
New York
$2.24M +$2.16M +111,561 New
BCWM
154
Bartlett & Co Wealth Management
Ohio
$2.21M -$4.65K -240 -0.2%
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$2.16M -$152K -7,839 -7%
FA
156
Fagan Associates
New York
$2.15M +$588K +30,357 +39%
V
157
Veritable
Delaware
$2.14M -$78.1K -4,029 -4%
BW
158
Bison Wealth
Georgia
$2.13M +$41.2K +2,127 +2%
FWM
159
Focused Wealth Management
New York
$2.07M
BAAM
160
Baker Avenue Asset Management
California
$2.06M +$1.99M +102,600 New
AA
161
Apriem Advisors
California
$2.05M +$33.4K +1,725 +2%
KM
162
Kalos Management
Georgia
$2.02M +$664K +34,287 +53%
PWMG
163
Prestige Wealth Management Group
New Jersey
$2M +$26.4K +1,362 +1%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.98M +$1.02M +52,722 +114%
MS
165
Madden Securities
Texas
$1.95M +$1.89M +97,383 New
Creative Planning
166
Creative Planning
Kansas
$1.89M +$258K +13,329 +17%
BDF
167
Black Diamond Financial
Maryland
$1.86M -$496K -25,596 -22%
WI
168
Wintrust Investments
Illinois
$1.84M +$88.6K +4,572 +5%
CCMD
169
Cypress Capital Management (Delaware)
Delaware
$1.77M +$302K +15,600 +21%
WIC
170
Whitegate Investment Counselors
New Hampshire
$1.77M +$2.79K +144 +0.2%
RRC
171
Relaxing Retirement Coach
Massachusetts
$1.77M -$9.13K -471 -0.5%
EGWAG
172
Elwood & Goetz Wealth Advisory Group
Georgia
$1.73M -$104K -5,364 -6%
AWM
173
AE Wealth Management
Kansas
$1.63M +$46.9K +2,421 +3%
PWM
174
Perigon Wealth Management
California
$1.58M +$1.53M +78,804 New
DSC
175
Duncker Streett & Co
Missouri
$1.56M +$210K +10,821 +16%