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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
$2.85M +$30.1K +1,398 +1%
CGFA
177
Colton Groome Financial Advisors
North Carolina
$2.83M -$6.11M -283,869 -66%
Truist Financial
178
Truist Financial
North Carolina
$2.81M -$154K -7,155 -5%
BCM
179
Barden Capital Management
Texas
$2.8M -$63.6K -2,952 -2%
HIF
180
Hill Island Financial
Michigan
$2.79M +$15.8K +735 +0.5%
AA
181
Apriem Advisors
California
$2.78M -$32K -1,485 -1%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$2.74M +$48.4K +2,247 +2%
RCIM
183
Red Cedar Investment Management
Michigan
$2.7M
DB
184
Dravo Bay
Delaware
$2.69M +$918K +42,636 +45%
GRP
185
Global Retirement Partners
California
$2.69M +$32.7K +1,518 +1%
KP
186
Keel Point
Alabama
$2.63M +$1.35M +62,778 +87%
MWM
187
Merriman Wealth Management
Washington
$2.63M +$2.26M +104,844 +350%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$2.59M -$357K -16,581 -11%
DAS
189
Dynamic Advisor Solutions
Arizona
$2.58M +$167K +7,749 +6%
EE
190
EWG Elevate
California
$2.56M -$14K -651 -0.5%
BSW
191
Buckingham Strategic Wealth
Missouri
$2.55M +$90K +4,179 +3%
TYCC
192
Texas Yale Capital Corp
Florida
$2.55M +$350K +16,260 +14%
IWM
193
IHT Wealth Management
Illinois
$2.52M +$2.78M +128,937 New
NSAM
194
North Star Asset Management
Wisconsin
$2.49M -$111K -5,166 -4%
PWA
195
Providence Wealth Advisors
Illinois
$2.48M +$200K +9,270 +9%
VFIC
196
Valley Forge Investment Consultants
Pennsylvania
$2.46M +$17K +789 +0.6%
SDWMA
197
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.46M -$129 -6 -0%
VC
198
Veery Capital
Delaware
$2.4M +$209K +9,717 +9%
AWS
199
Atria Wealth Solutions
New York
$2.34M -$89.3K -4,149 -3%
AWG
200
Altus Wealth Group
Colorado
$2.31M