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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$369K +$170K +9,525 +91%
FM
177
Foster & Motley
Ohio
$360K +$20.4K +1,143 +6%
VCP
178
Vista Capital Partners
Oregon
$344K +$535 +30 +0.2%
VIA
179
Vantage Investment Advisors
Pennsylvania
$341K +$102K +5,733 +42%
PS
180
Portfolio Solutions
Michigan
$339K
FAM
181
Foothills Asset Management
Arizona
$339K +$33.7K +1,890 +11%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$327K +$7.44K +417 +2%
CIR
183
Clear Investment Research
Georgia
$320K
GRP
184
Global Retirement Partners
California
$306K -$14.1K -789 -4%
GG
185
GenWealth Group
New Jersey
$301K +$304K +17,016 New
RC
186
Roundview Capital
New Jersey
$300K
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$298K -$286K -16,056 -49%
CDIA
188
Capital Directions Investment Advisors
Georgia
$296K -$36.8K -2,064 -11%
TWA
189
TCI Wealth Advisors
Arizona
$295K -$45.5K -2,550 -13%
SG
190
StoneX Group
New York
$295K +$297K +16,668 New
MPM
191
Meritage Portfolio Management
Kansas
$294K +$297K +16,623 New
A
192
AdvicePeriod
California
$293K +$295K +16,536 New
AIA
193
Arcadia Investment Advisors
Idaho
$291K -$278K -15,576 -49%
LFG
194
Larson Financial Group
Missouri
$286K -$3.32K -186 -1%
CWM
195
Chesapeake Wealth Management
Virginia
$285K -$41.8K -2,340 -13%
NL
196
NWAM LLC
Washington
$285K -$5.73K -321 -2%
SWM
197
Segment Wealth Management
Texas
$281K +$16.1K +900 +6%
APG
198
Abacus Planning Group
South Carolina
$278K -$3.37K -189 -1%
GG
199
Gofen & Glossberg
Illinois
$261K
RIA
200
Regal Investment Advisors
Michigan
$256K -$30.1K -1,686 -10%