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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
201
Broadview Financial Management
Wisconsin
$2.5M +$20K +843 +0.8%
TF
202
Theory Financial
Colorado
$2.48M +$2.46M +104,037 New
EE
203
EWG Elevate
California
$2.45M +$249K +10,503 +11%
AF
204
Advisornet Financial
Minnesota
$2.45M +$664K +28,041 +37%
PWA
205
Providence Wealth Advisors
Illinois
$2.44M -$3.55K -150 -0.1%
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$2.39M -$31.1K -1,314 -1%
CCG
207
Coastwise Capital Group
California
$2.39M +$2.38M +100,476 New
BSW
208
Buckingham Strategic Wealth
Missouri
$2.37M +$430K +18,162 +22%
VC
209
Veery Capital
Delaware
$2.34M -$864K -36,492 -27%
EHAM
210
Eagle Harbor Asset Management
Washington
$2.32M +$2.31M +97,428 New
WI
211
Wintrust Investments
Illinois
$2.28M +$8.38K +354 +0.4%
MMA
212
Miracle Mile Advisors
California
$2.26M -$2.56K -108 -0.1%
TIM
213
Tortoise Investment Management
New York
$2.24M +$217K +9,180 +11%
CAG
214
Compass Advisory Group
New York
$2.24M +$167K +7,071 +8%
FOA
215
Five Oceans Advisors
California
$2.23M
TYCC
216
Texas Yale Capital Corp
Florida
$2.22M +$89.5K +3,780 +4%
DB
217
Dravo Bay
Delaware
$2.19M +$1.56K +66 +0.1%
AL
218
ACAS LLC
California
$2.18M +$1.63K +69 +0.1%
CM
219
Columbus Macro
Pennsylvania
$2.16M -$125K -5,262 -5%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$2.13M -$77.2K -3,261 -4%
AFS
221
Annapolis Financial Services
Maryland
$2.07M +$3.34K +141 +0.2%
AWM
222
AE Wealth Management
Kansas
$2.06M -$5.3M -223,935 -72%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$2.03M +$149K +6,291 +8%
CCM
224
Carlson Capital Management
Minnesota
$2.02M -$6.04K -255 -0.3%
DSC
225
Duncker Streett & Co
Missouri
$2M +$3.91K +165 +0.2%