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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
201
Leavell Investment Management
Alabama
$3.49M -$57K -2,113 -2%
AWG
202
Altus Wealth Group
Colorado
$3.43M +$91.2K +3,379 +3%
RA
203
Riversedge Advisors
Delaware
$3.4M +$1.57M +58,218 +80%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$3.37M +$1.67M +61,820 +92%
LIA
205
LifePlan Investment Advisors
North Carolina
$3.36M -$134K -4,957 -4%
WF
206
Warner Financial
Maryland
$3.36M +$696K +25,771 +25%
GWM
207
Geneos Wealth Management
Colorado
$3.34M -$241K -8,929 -7%
AA
208
Apriem Advisors
California
$3.31M +$99.2K +3,675 +3%
ATWA
209
Arbor Trust Wealth Advisors
Michigan
$3.3M -$83.6K -3,095 -2%
DP
210
DDD Partners
Washington
$3.29M +$37.8K +1,400 +1%
CPRC
211
Consolidated Portfolio Review Corp
New York
$3.29M +$64.3K +2,382 +2%
CWM
212
Cadence Wealth Management
Massachusetts
$3.27M +$414K +15,349 +14%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$3.25M +$179K +6,638 +6%
GWA
214
GGM Wealth Advisors
Maryland
$3.23M -$209K -7,742 -6%
Renaissance Technologies
215
Renaissance Technologies
New York
$3.22M +$1.06M +39,418 +47%
SWA
216
Stratos Wealth Advisors
Ohio
$3.2M -$136K -5,026 -4%
KWA
217
Kingswood Wealth Advisors
California
$3.2M +$3.31M +122,638 New
BOPW
218
Brandywine Oak Private Wealth
Pennsylvania
$3.17M
CCG
219
Coastwise Capital Group
California
$3.15M -$68.8K -2,548 -2%
GFWA
220
Grey Fox Wealth Advisors
Delaware
$3.14M -$2.92K -108 -0.1%
NSAM
221
North Star Asset Management
Wisconsin
$3.07M -$25.9K -959 -0.8%
BCM
222
Barden Capital Management
Texas
$3.06M +$155K +5,736 +5%
SCM
223
Steele Capital Management
Iowa
$3.01M -$44.2K -1,636 -1%
PAG
224
Private Advisor Group
New Jersey
$3.01M +$898K +33,260 +40%
Truist Financial
225
Truist Financial
North Carolina
$2.98M -$293K -10,855 -9%