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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHIA
326
Copper Harbor Investment Advisors
Wisconsin
$2.03M +$1.92M +58,254 New
CRA
327
Clear Retirement Advice
California
$2M -$21.8K -662 -1%
EA
328
Emerald Advisors
Washington
$1.99M -$27K -821 -1%
EWA
329
EverSource Wealth Advisors
Alabama
$1.99M -$320K -9,713 -15%
CWM
330
Cornerstone Wealth Management
Missouri
$1.97M +$28.1K +853 +2%
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$1.97M -$29.2K -887 -2%
UAG
332
United Advisor Group
Ohio
$1.96M +$339K +10,278 +22%
CPIG
333
Chicago Partners Investment Group
Illinois
$1.94M +$410K +12,441 +28%
CSP
334
Cary Street Partners
Virginia
$1.94M -$78.5K -2,383 -4%
WMA
335
William Mack & Associates
Michigan
$1.93M +$229K +6,965 +14%
MW
336
Maia Wealth
Colorado
$1.91M +$55.4K +1,683 +3%
AL
337
Aspiriant LLC
California
$1.9M
MWA
338
Monograph Wealth Advisors
California
$1.9M
SWP
339
SIMA Wealth Partners
Virginia
$1.89M -$19.8K -600 -1%
GHA
340
GW Henssler & Associates
Georgia
$1.87M -$15.2K -460 -0.8%
RWM
341
Ritholtz Wealth Management
New York
$1.87M -$863K -26,198 -33%
KF
342
K2 Financial
California
$1.86M -$31.1K -943 -2%
GWM
343
Geneos Wealth Management
Colorado
$1.86M +$208K +6,318 +13%
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
$1.83M -$460K -13,966 -21%
MFP
345
Meramec Financial Planners
Missouri
$1.8M +$221K +6,701 +15%
KP
346
Keel Point
Alabama
$1.8M +$30.2K +916 +2%
CA
347
Continuum Advisory
Idaho
$1.79M +$21.6K +656 +1%
WCM
348
Whitener Capital Management
North Carolina
$1.78M +$179K +5,443 +12%
EH
349
Equitable Holdings
New York
$1.77M +$27.6K +838 +2%
CAG
350
Csenge Advisory Group
Florida
$1.74M -$34.3K -1,040 -2%