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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
176
Alpha Cubed Investments
California
$1.13M -$55.9K -3,150 -5%
FAIM
177
Financial Advocates Investment Management
Washington
$1.13M +$1.1M +62,082 New
ADL
178
Asset Dedication LLC
California
$1.13M +$153K +8,598 +16%
JHCP
179
Jackson Hole Capital Partners
Oklahoma
$1.13M
Creative Planning
180
Creative Planning
Kansas
$1.11M -$39.8K -2,241 -4%
BCWM
181
Blue Chip Wealth Management
Florida
$1.1M +$109K +6,120 +11%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$1.1M -$37K -2,085 -3%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$1.09M +$671K +37,815 +172%
AOWM
184
Alpha Omega Wealth Management
Virginia
$1.09M -$523K -29,484 -33%
BW
185
Bison Wealth
Georgia
$1.08M +$24.4K +1,377 +2%
SPC
186
Sigma Planning Corp
Michigan
$1.06M -$17.7K -999 -2%
MMHP
187
Murphy Middleton Hinkle & Parker
Georgia
$973K +$30.5K +1,719 +3%
MCM
188
Mengis Capital Management
Oregon
$942K +$30.7K +1,731 +3%
DSC
189
Duncker Streett & Co
Missouri
$907K +$91.4K +5,151 +12%
JC
190
Jentner Corp
Ohio
$901K +$33.9K +1,911 +4%
Jane Street
191
Jane Street
New York
$898K -$3.31M -186,612 -79%
Vanguard Capital Wealth Advisors
192
Vanguard Capital Wealth Advisors
Colorado
$890K +$442K +24,894 +104%
PAG
193
Private Advisor Group
New Jersey
$875K -$343K -19,308 -29%
PGAM
194
Princeton Global Asset Management
New Jersey
$872K +$636K +35,817 +299%
CHP
195
Cable Hill Partners
Oregon
$852K +$254K +14,325 +44%
CCM
196
Carlson Capital Management
Minnesota
$843K -$19.5K -1,101 -2%
CWM
197
Cornerstone Wealth Management
Missouri
$835K +$34.1K +1,920 +4%
GCA
198
Gradient Capital Advisors
California
$833K -$35.8K -2,019 -4%
BAMG
199
Brand Asset Management Group
Missouri
$809K +$182K +10,236 +30%
LF
200
Lantz Financial
Illinois
$803K +$781K +44,010 New