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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$107K +$111K +6,060 New
SA
227
SRH Advisors
Kansas
$106K +$220 +12 +0.2%
MCWS
228
McKinley Carter Wealth Services
West Virginia
$105K +$109K +5,940 New
IF
229
Ironwood Financial
Arizona
$103K
RCG
230
Ruggie Capital Group
Florida
$100K -$18.8K -1,026 -15%
FCAG
231
First Capital Advisors Group
New Jersey
$98K +$102K +5,577 New
EWM
232
Edge Wealth Management
New York
$93K -$107K -5,829 -52%
FWM
233
Focused Wealth Management
New York
$90K +$93.2K +5,088 New
EA
234
Efficient Advisors
Ohio
$88K +$91.6K +5,001 New
YWP
235
YorkBridge Wealth Partners
New York
$85K
CPIG
236
Chicago Partners Investment Group
Illinois
$84K +$550 +30 +0.6%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$82K
IIC
238
Integrated Investment Consultants
Michigan
$82K +$85.1K +4,647 New
RWM
239
Raffa Wealth Management
District of Columbia
$80.2K
BCM
240
Blume Capital Management
California
$70K +$385 +21 +0.5%
PFA
241
Pathway Financial Advisors
Vermont
$67K +$42.4K +2,313 +154%
HDIM
242
Hanson & Doremus Investment Management
Vermont
$65K +$19.2K +1,050 +40%
TFS
243
TrustCore Financial Services
Tennessee
$62K +$24.3K +1,329 +60%
TIM
244
Tortoise Investment Management
New York
$60K
PAI
245
Pittenger & Anderson Inc
Nebraska
$48K
William Blair & Company
246
William Blair & Company
Illinois
$42K +$43.8K +2,388 New
PMFA
247
Plante Moran Financial Advisors
Michigan
$40K
MSFP
248
Mark Sheptoff Financial Planning
Connecticut
$36K
GBBWRPM
249
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K +$33.1K +1,806 New
UBS AM
250
UBS AM
Illinois
$30.1K +$31.3K +1,710 New