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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
176
DDD Partners
Washington
$3.17M +$91.5K +3,861 +3%
BCM
177
Barden Capital Management
Texas
$3.17M +$3.07M +129,672 New
BWL
178
Bogart Wealth LLC
Virginia
$3.16M +$179K +7,563 +6%
ADL
179
Asset Dedication LLC
California
$3.16M -$885K -37,344 -22%
AWG
180
Altus Wealth Group
Colorado
$3.13M +$608K +25,680 +25%
EFG
181
Everhart Financial Group
Ohio
$3.06M +$309K +13,038 +12%
PAS
182
Park Avenue Securities
New York
$3.03M -$433K -18,276 -13%
PFA
183
Pure Financial Advisors
California
$2.99M +$85.8K +3,624 +3%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$2.9M -$11M -464,928 -80%
SDWMA
185
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.85M +$161K +6,792 +6%
CG
186
Colony Group
Massachusetts
$2.84M -$2.49M -105,198 -47%
ACA
187
Atlas Capital Advisors
Wyoming
$2.82M -$477K -20,127 -15%
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$2.73M +$390K +16,452 +17%
RJA
189
Raymond James & Associates
Florida
$2.69M +$495K +20,880 +23%
WIC
190
Woodmont Investment Counsel
Tennessee
$2.67M +$29.8K +1,260 +1%
FANJ
191
Financial Architects (New Jersey)
New Jersey
$2.67M +$13.9K +585 +0.5%
FA
192
Fagan Associates
New York
$2.66M -$46.8K -1,974 -2%
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$2.6M -$188K -7,947 -7%
BFM
194
Broadview Financial Management
Wisconsin
$2.54M -$50.5K -2,130 -2%
PWA
195
Providence Wealth Advisors
Illinois
$2.51M +$224K +9,450 +10%
BWM
196
BCS Wealth Management
Tennessee
$2.49M +$458K +19,323 +23%
Truist Financial
197
Truist Financial
North Carolina
$2.4M +$403K +17,016 +21%
MA
198
MBA Advisors
Pennsylvania
$2.4M +$88.3K +3,726 +4%
IA
199
IFP Advisors
Florida
$2.38M +$118K +4,977 +5%
TWM
200
Thrive Wealth Management
Pennsylvania
$2.35M +$2.28M +96,147 New