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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Ledge Wealth Management
Minnesota
$2.22M +$505K +22,503 +27%
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$2.21M +$18.1K +807 +0.8%
ACA
203
Atlas Capital Advisors
Wyoming
$2.2M -$112K -4,980 -4%
PWA
204
Providence Wealth Advisors
Illinois
$2.17M +$53.9K +2,400 +2%
SFG
205
Sovereign Financial Group
Connecticut
$2.17M -$111K -4,929 -5%
AF
206
Advisornet Financial
Minnesota
$2.16M +$22.7K +1,011 +1%
EFG
207
Everhart Financial Group
Ohio
$2.13M -$490K -21,843 -18%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$2.1M +$238K +10,611 +12%
EHAM
209
Eagle Harbor Asset Management
Washington
$2.08M +$52.2K +2,325 +2%
CAG
210
Compass Advisory Group
New York
$2.06M +$106K +4,728 +5%
BFM
211
Broadview Financial Management
Wisconsin
$2.05M -$145K -6,441 -6%
AL
212
ACAS LLC
California
$2.05M +$20.5K +912 +1%
DB
213
Dravo Bay
Delaware
$2.04M +$74.7K +3,330 +4%
WI
214
Wintrust Investments
Illinois
$2.02M +$24.2K +1,080 +1%
IWC
215
Integrated Wealth Concepts
Massachusetts
$2.01M +$1.78M +79,371 +463%
JMPWA
216
JP Morgan Private Wealth Advisors
California
$2M +$294K +13,077 +16%
MMA
217
Miracle Mile Advisors
California
$1.98M +$2.02K +90 +0.1%
FOA
218
Five Oceans Advisors
California
$1.95M -$808 -36 -0%
RG
219
Retirement Group
California
$1.86M +$945K +42,087 +89%
PCMC
220
Private Capital Management (Colorado)
Colorado
$1.82M
AFS
221
Annapolis Financial Services
Maryland
$1.81M +$4.24K +189 +0.2%
ACI
222
Alpha Cubed Investments
California
$1.77M +$421K +18,744 +28%
DSC
223
Duncker Streett & Co
Missouri
$1.75M +$3.5K +156 +0.2%
BWM
224
BCS Wealth Management
Tennessee
$1.73M +$19.1K +852 +1%
TIM
225
Tortoise Investment Management
New York
$1.73M -$247K -11,022 -12%