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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
176
Vista Capital Partners
Oregon
$319K +$12.7K +714 +4%
CDIA
177
Capital Directions Investment Advisors
Georgia
$317K -$16.3K -915 -5%
SWP
178
Stratos Wealth Partners
Ohio
$308K -$356K -20,004 -54%
LWAC
179
Laurel Wealth Advisors (California)
California
$308K +$16.3K +915 +6%
NL
180
NWAM LLC
Washington
$307K
GCA
181
Gradient Capital Advisors
California
$305K +$298K +16,755 New
ACP
182
Arcus Capital Partners
Georgia
$304K +$296K +16,662 New
Vanguard Capital Wealth Advisors
183
Vanguard Capital Wealth Advisors
Colorado
$300K +$226K +12,726 New
APG
184
Abacus Planning Group
South Carolina
$299K +$292K +16,392 New
S
185
SignatureFD
Georgia
$281K -$149K -8,370 -35%
GRP
186
Global Retirement Partners
California
$280K +$118K +6,654 +77%
SPC
187
Sigma Planning Corp
Michigan
$275K +$9.61K +540 +4%
EWA
188
EP Wealth Advisors
California
$274K +$2.67K +150 +1%
SWM
189
Segment Wealth Management
Texas
$271K +$3.31K +186 +1%
BO
190
BRR OpCo
Ohio
$260K -$138K -7,761 -35%
AIM
191
Avity Investment Management
Connecticut
$257K
Betterment LLC
192
Betterment LLC
New York
$256K -$5.3M -297,600 -95%
IWM
193
IHT Wealth Management
Illinois
$256K +$245K +13,770 New
APSP
194
Asset Planning Services (Pennsylvania)
Pennsylvania
$250K +$1.66K +93 +0.7%
GP
195
Girard Partners
Pennsylvania
$250K +$5.98K +336 +3%
VDI
196
Vaughan David Investments
Illinois
$240K -$21.6K -1,212 -8%
EWM
197
Empirical Wealth Management
Washington
$239K
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$237K +$21.9K +1,233 +10%
SBIA
199
Sheaff Brock Investment Advisors
Indiana
$235K
FAM
200
Foothills Asset Management
Arizona
$229K +$224K +12,567 New