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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
176
Veery Capital
Delaware
$3.44M +$22.7K +948 +0.7%
DAS
177
Dynamic Advisor Solutions
Arizona
$3.43M -$39.8K -1,659 -1%
DWM
178
Dakota Wealth Management
Florida
$3.4M +$851K +35,514 +36%
CAWM
179
Capital Advisors Wealth Management
Washington
$3.38M -$1.55M -64,509 -33%
GWA
180
GGM Wealth Advisors
Maryland
$3.38M -$47.5K -1,983 -1%
MSFS
181
Main Street Financial Solutions
Pennsylvania
$3.37M +$132K +5,514 +4%
SCM
182
Steele Capital Management
Iowa
$3.37M -$111K -4,620 -3%
BSW
183
Buckingham Strategic Wealth
Missouri
$3.34M -$436K -18,177 -12%
IWM
184
IHT Wealth Management
Illinois
$3.26M -$121K -5,067 -4%
LIA
185
LifePlan Investment Advisors
North Carolina
$3.24M -$107K -4,458 -3%
GRP
186
Global Retirement Partners
California
$3.1M -$200K -8,331 -6%
BOPW
187
Brandywine Oak Private Wealth
Pennsylvania
$3.09M
AA
188
Apriem Advisors
California
$3.08M -$74.8K -3,120 -3%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$280K +11,661 +11%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$3.07M +$445K +18,543 +18%
EWA
191
EP Wealth Advisors
California
$3.07M +$11.7K +486 +0.4%
CPRC
192
Consolidated Portfolio Review Corp
New York
$3.06M +$6.62K +276 +0.2%
PI
193
PFG Investments
New York
$3.06M +$2.9M +120,978 New
GFWA
194
Grey Fox Wealth Advisors
Delaware
$3.06M -$34.5K -1,440 -1%
Truist Financial
195
Truist Financial
North Carolina
$3.06M -$49.8K -2,076 -2%
AWG
196
Altus Wealth Group
Colorado
$3.03M +$9.42K +393 +0.3%
RJA
197
Raymond James & Associates
Florida
$2.98M +$34.6K +1,443 +1%
NSAM
198
North Star Asset Management
Wisconsin
$2.98M -$14.5K -606 -0.5%
CIS
199
Custom Index Systems
New York
$2.91M +$17.2K +717 +0.6%
CAG
200
Compass Advisory Group
New York
$2.9M -$6.83K -285 -0.2%