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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
176
Allen Capital Group
Nebraska
$3.25M +$73.4K +3,099 +2%
NSAM
177
North Star Asset Management
Wisconsin
$3.2M -$133K -5,619 -4%
CAWM
178
Capital Advisors Wealth Management
Washington
$3.14M +$2.36M +99,477 +308%
PAG
179
Private Advisor Group
New Jersey
$3.12M -$193K -8,166 -6%
SCM
180
Southport Capital Management
Tennessee
$2.99M -$1.88M -79,530 -39%
VFIC
181
Valley Forge Investment Consultants
Pennsylvania
$2.96M +$899K +37,956 +44%
EFG
182
Everhart Financial Group
Ohio
$2.95M -$30.4K -1,284 -1%
Citadel Advisors
183
Citadel Advisors
Florida
$2.93M +$2.91M +123,042 New
DAS
184
Dynamic Advisor Solutions
Arizona
$2.92M -$336K -14,175 -10%
SDWMA
185
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.92M +$130K +5,505 +5%
AWS
186
Atria Wealth Solutions
New York
$2.91M +$2.9M +122,370 New
ADL
187
Asset Dedication LLC
California
$2.9M -$181K -7,647 -6%
MFT
188
Moisand Fitzgerald Tamayo
Florida
$2.84M -$3.81M -160,830 -57%
PFA
189
Pure Financial Advisors
California
$2.81M -$105K -4,455 -4%
RJFSA
190
Raymond James Financial Services Advisors
Florida
$2.71M -$115K -4,845 -4%
TWM
191
Thrive Wealth Management
Pennsylvania
$2.67M +$384K +16,224 +17%
GRP
192
Global Retirement Partners
California
$2.65M +$2.83M +119,670 New
FANJ
193
Financial Architects (New Jersey)
New Jersey
$2.63M +$36K +1,521 +1%
ACA
194
Atlas Capital Advisors
Wyoming
$2.63M -$115K -4,857 -4%
FA
195
Fagan Associates
New York
$2.61M +$13.8K +585 +0.5%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$2.6M +$1.53M +64,776 +145%
SFG
197
Sovereign Financial Group
Connecticut
$2.6M -$556K -23,505 -18%
WIC
198
Woodmont Investment Counsel
Tennessee
$2.54M -$55K -2,322 -2%
First Trust Advisors
199
First Trust Advisors
Illinois
$2.52M +$2.51M +106,098 New
MA
200
MBA Advisors
Pennsylvania
$2.52M +$183K +7,740 +8%