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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
201
BOK Financial Private Wealth
Colorado
$638K +$687K +38,856 New
NL
202
NWAM LLC
Washington
$619K +$383K +21,633 +135%
AA
203
Alesco Advisors
New York
$609K -$81.9K -4,629 -11%
TYCC
204
Texas Yale Capital Corp
Florida
$592K +$6.74K +381 +1%
IIC
205
Integrated Investment Consultants
Michigan
$576K +$620K +35,049 New
BAC
206
Boys Arnold & Co
North Carolina
$566K +$135K +7,650 +28%
BAMG
207
Brand Asset Management Group
Missouri
$560K +$599K +33,837 +13,115%
LPIC
208
LeJeune Puetz Investment Counsel
Michigan
$558K +$601K +33,981 New
PFA
209
Pure Financial Advisors
California
$555K -$117K -6,609 -16%
3C
210
361 Capital
Colorado
$554K -$54.5K -3,078 -8%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$542K +$76.1K +4,299 +15%
VHAM
212
Van Hulzen Asset Management
California
$536K +$577K +32,604 New
BPA
213
Beacon Pointe Advisors
California
$536K +$581K +32,841 New
CHP
214
Cable Hill Partners
Oregon
$532K +$573K +32,391 New
US Bancorp
215
US Bancorp
Minnesota
$523K
HWA
216
HHM Wealth Advisors
Tennessee
$515K +$555K +31,362 New
WCM
217
Whitener Capital Management
North Carolina
$510K +$17.9K +1,011 +3%
NWS
218
Newport Wealth Strategies
California
$510K +$48K +2,712 +10%
BIA
219
BHK Investment Advisors
Alabama
$509K -$62.4K -3,525 -10%
FA
220
Financial Advisors
Massachusetts
$509K +$548K +30,999 New
AW
221
ACG Wealth
Georgia
$505K +$33.5K +1,896 +7%
BAS
222
Brown Advisory Securities
Maryland
$495K +$532K +30,075 New
JMPWA
223
JP Morgan Private Wealth Advisors
California
$490K -$590K -33,360 -53%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$489K +$74K +4,185 +16%
LBC
225
Lowe Brockenbrough & Co
Virginia
$482K +$519K +29,310 New