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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
176
Sheaff Brock Investment Advisors
Indiana
$324K +$100K +5,475 +42%
CIR
177
Clear Investment Research
Georgia
$320K -$2.53K -138 -0.8%
GRP
178
Global Retirement Partners
California
$318K +$49.5K +2,700 +18%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$318K +$92.3K +5,037 +39%
FAM
180
Foothills Asset Management
Arizona
$304K +$85.5K +4,668 +37%
Millennium Management
181
Millennium Management
New York
$300K -$607K -33,141 -66%
MML Investors Services
182
MML Investors Services
Massachusetts
$300K +$312K +17,022 New
RC
183
Roundview Capital
New Jersey
$298K -$13.5K -735 -4%
NL
184
NWAM LLC
Washington
$289K -$7.2K -393 -2%
LFG
185
Larson Financial Group
Missouri
$288K -$217K -11,853 -42%
RIA
186
Regal Investment Advisors
Michigan
$284K -$220K -12,015 -43%
APG
187
Abacus Planning Group
South Carolina
$280K -$9.07K -495 -3%
SPC
188
Sigma Planning Corp
Michigan
$265K -$110 -6 -0%
EWA
189
EP Wealth Advisors
California
$265K
SWP
190
Stratos Wealth Partners
Ohio
$264K -$35.1K -1,917 -11%
EWM
191
Empirical Wealth Management
Washington
$264K +$34K +1,854 +14%
SWM
192
Segment Wealth Management
Texas
$263K +$1.59K +87 +0.6%
GG
193
Gofen & Glossberg
Illinois
$259K +$270K +14,736 New
BO
194
BRR OpCo
Ohio
$254K +$3.13K +171 +1%
AIM
195
Avity Investment Management
Connecticut
$248K
GP
196
Girard Partners
Pennsylvania
$245K +$3.9K +213 +2%
APSP
197
Asset Planning Services (Pennsylvania)
Pennsylvania
$243K +$1.54K +84 +0.6%
AWM
198
Avior Wealth Management
Nebraska
$240K +$23.9K +1,302 +11%
VIA
199
Vantage Investment Advisors
Pennsylvania
$239K +$21.6K +1,179 +10%
Stifel Financial
200
Stifel Financial
Missouri
$238K +$247K +13,482 New