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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
201
Whitegate Investment Counselors
New Hampshire
$1.93M +$11.1K +480 +0.6%
JC
202
Jentner Corp
Ohio
$1.91M -$2.71K -117 -0.1%
TIM
203
Tortoise Investment Management
New York
$1.9M +$362K +15,666 +23%
DSC
204
Duncker Streett & Co
Missouri
$1.89M -$81.9K -3,540 -4%
MMA
205
Miracle Mile Advisors
California
$1.88M -$3.19K -138 -0.2%
BWM
206
BCS Wealth Management
Tennessee
$1.86M +$8.05K +348 +0.4%
MSWMA
207
Market Street Wealth Management Advisors
Indiana
$1.85M -$2.36K -102 -0.1%
AFP
208
Ausdal Financial Partners
Iowa
$1.84M +$106K +4,602 +6%
Truist Financial
209
Truist Financial
North Carolina
$1.83M +$92.1K +3,981 +5%
PCMC
210
Private Capital Management (Colorado)
Colorado
$1.74M +$229K +9,897 +15%
LWM
211
Laidlaw Wealth Management
New York
$1.71M -$324K -13,998 -16%
CA
212
Cetera Advisors
Colorado
$1.7M +$52.8K +2,283 +3%
AAS
213
Avantax Advisory Services
Texas
$1.69M +$103K +4,452 +6%
MOS
214
MGO One Seven
Ohio
$1.69M +$129K +5,577 +9%
CWM
215
Chesapeake Wealth Management
Virginia
$1.68M +$94.7K +4,095 +6%
BSW
216
Buckingham Strategic Wealth
Missouri
$1.56M +$38.7K +1,671 +2%
WIA
217
Westbourne Investment Advisors
Maryland
$1.56M +$47.7K +2,064 +3%
KLI
218
Kelman-Lazarov Inc
Tennessee
$1.54M -$70.6K -3,051 -4%
HI
219
Harbour Investments
Wisconsin
$1.51M +$278 +12 +0%
GHA
220
GW Henssler & Associates
Georgia
$1.5M -$60.1K -2,598 -4%
NFG
221
Next Financial Group
Texas
$1.5M +$11.2K +486 +0.7%
MFG
222
MidWestOne Financial Group
Iowa
$1.45M +$60.2K +2,601 +4%
RRC
223
Relaxing Retirement Coach
Massachusetts
$1.45M -$146K -6,315 -9%
LPIC
224
LeJeune Puetz Investment Counsel
Michigan
$1.41M
CWM
225
Cedar Wealth Management
California
$1.4M +$90K +3,891 +7%