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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BO
201
BRR OpCo
Ohio
$256K +$321 +18 +0.1%
MML Investors Services
202
MML Investors Services
Massachusetts
$254K -$47.3K -2,652 -16%
AIM
203
Avity Investment Management
Connecticut
$250K
MCP
204
Mirador Capital Partners
California
$247K +$19.4K +1,086 +8%
APSP
205
Asset Planning Services (Pennsylvania)
Pennsylvania
$246K +$1.66K +93 +0.7%
NFG
206
Nations Financial Group
Iowa
$241K +$243K +13,605 New
FA
207
Fagan Associates
New York
$235K +$237K +13,296 New
IWM
208
IHT Wealth Management
Illinois
$234K +$214 +12 +0.1%
EWM
209
Empirical Wealth Management
Washington
$233K -$33.1K -1,854 -12%
CAM
210
Carret Asset Management
New York
$233K +$2.68K +150 +1%
FA
211
Fortis Advisors
Pennsylvania
$229K +$76.4K +4,281 +50%
AWMF
212
Arbor Wealth Management (Florida)
Florida
$229K +$223K +12,507 New
AWM
213
Avior Wealth Management
Nebraska
$227K -$14.2K -795 -6%
S
214
SignatureFD
Georgia
$227K
JA
215
JOYN Advisors
Georgia
$222K -$7.39K -414 -3%
ONB
216
Old National Bancorp
Indiana
$221K -$155K -8,700 -41%
SBIA
217
Sheaff Brock Investment Advisors
Indiana
$219K -$107K -6,000 -33%
GP
218
Girard Partners
Pennsylvania
$219K -$27.7K -1,551 -11%
Stifel Financial
219
Stifel Financial
Missouri
$214K -$24.6K -1,380 -10%
WIA
220
Westbourne Investment Advisors
Maryland
$213K +$5.78K +324 +3%
HK
221
Horizon Kinetics
New York
$211K
TIM
222
Thompson Investment Management
Wisconsin
$207K +$910 +51 +0.4%
EA
223
Elm Advisors
California
$202K
EWA
224
EP Wealth Advisors
California
$201K -$66.1K -3,705 -25%
SWP
225
Strategic Wealth Partners
Ohio
$169K