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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIF
176
Hill Island Financial
Michigan
$3M -$359K -16,431 -11%
BSW
177
Buckingham Strategic Wealth
Missouri
$2.99M +$19.8K +909 +0.7%
AA
178
Apriem Advisors
California
$2.97M -$156K -7,155 -5%
EWA
179
EP Wealth Advisors
California
$2.95M +$2.01M +92,037 +485%
IWM
180
IHT Wealth Management
Illinois
$2.89M -$14.7K -675 -0.5%
MFT
181
Moisand Fitzgerald Tamayo
Florida
$2.89M -$351K -16,092 -11%
LIA
182
LifePlan Investment Advisors
North Carolina
$2.85M +$2.78M +127,254 New
PFO
183
Pathstone Family Office
New Jersey
$2.81M -$4.16M -190,665 -60%
DAS
184
Dynamic Advisor Solutions
Arizona
$2.78M -$51.2K -2,343 -2%
VC
185
Veery Capital
Delaware
$2.77M -$416K -19,062 -13%
NSAM
186
North Star Asset Management
Wisconsin
$2.77M -$37.5K -1,719 -1%
TNA
187
True North Advisors
Texas
$2.74M +$2.67M +122,403 New
Truist Financial
188
Truist Financial
North Carolina
$2.74M -$403K -18,450 -13%
AWM
189
AE Wealth Management
Kansas
$2.68M -$52.8K -2,418 -2%
BWM
190
Brown Wealth Management
Illinois
$2.65M +$2.58M +118,380 New
AWG
191
Altus Wealth Group
Colorado
$2.64M -$49.8K -2,283 -2%
CCG
192
Coastwise Capital Group
California
$2.57M -$23.3K -1,065 -0.9%
BOPW
193
Brandywine Oak Private Wealth
Pennsylvania
$2.56M -$20.2K -924 -0.8%
RJA
194
Raymond James & Associates
Florida
$2.54M +$45.1K +2,064 +2%
NFG
195
Nadler Financial Group
Illinois
$2.52M -$11.2M -514,068 -82%
ADL
196
Asset Dedication LLC
California
$2.46M -$46.6K -2,133 -2%
VFIC
197
Valley Forge Investment Consultants
Pennsylvania
$2.44M +$5.5K +252 +0.2%
BCM
198
Barden Capital Management
Texas
$2.44M -$896K -41,052 -27%
DPI
199
Diversified Portfolios Inc
Michigan
$2.39M +$1.44M +66,126 +162%
FANJ
200
Financial Architects (New Jersey)
New Jersey
$2.38M -$26.6K -1,218 -1%