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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
201
Focused Wealth Management
New York
$1.66M -$632K -30,339 -28%
AAS
202
Avantax Advisory Services
Texas
$1.61M +$1.1M +52,818 +250%
CCM
203
Carlson Capital Management
Minnesota
$1.59M +$4.44K +213 +0.3%
LB
204
Leo Brokerage
Texas
$1.57M -$9.25K -444 -0.6%
PCMC
205
Private Capital Management (Colorado)
Colorado
$1.54M -$72.6K -3,483 -5%
RRC
206
Relaxing Retirement Coach
Massachusetts
$1.54M -$12.4K -597 -0.8%
GHA
207
GW Henssler & Associates
Georgia
$1.52M -$68K -3,264 -4%
KM
208
Kalos Management
Georgia
$1.48M +$597K +28,665 +79%
QAM
209
QCI Asset Management
New York
$1.44M +$1.38M +66,327 New
CWM
210
Cornerstone Wealth Management
Missouri
$1.43M -$2.94K -141 -0.2%
HI
211
Harbour Investments
Wisconsin
$1.43M +$1.36M +65,523 New
AWG
212
Altus Wealth Group
Colorado
$1.4M +$814K +39,066 +173%
AIS
213
American Investment Services
Massachusetts
$1.4M
BWM
214
BCGM Wealth Management
Indiana
$1.4M -$7.22M -346,710 -85%
MCC
215
Money Concepts Capital
Florida
$1.39M -$253K -12,129 -16%
CWM
216
Chesapeake Wealth Management
Virginia
$1.38M -$70.3K -3,375 -5%
LPIC
217
LeJeune Puetz Investment Counsel
Michigan
$1.36M +$163K +7,845 +14%
NFG
218
Next Financial Group
Texas
$1.36M +$195K +9,369 +18%
Truist Financial
219
Truist Financial
North Carolina
$1.32M -$56.9K -2,733 -4%
TIM
220
Tortoise Investment Management
New York
$1.32M +$9.69K +465 +0.8%
SPC
221
Sigma Planning Corp
Michigan
$1.32M +$5.81K +279 +0.5%
MFG
222
MidWestOne Financial Group
Iowa
$1.3M +$164K +7,878 +15%
SPI
223
Santori & Peters Inc
Pennsylvania
$1.29M +$62K +2,976 +5%
AWS
224
AJ Wealth Strategies
New York
$1.26M -$229K -11,007 -16%
WIA
225
Westbourne Investment Advisors
Maryland
$1.26M +$92.4K +4,437 +8%