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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$4.64M -$7.33M -410,844 -61%
PMG
52
ProVise Management Group
Florida
$4.53M -$571K -31,998 -11%
NSAM
53
North Star Asset Management
Wisconsin
$4.41M +$276K +15,486 +7%
EA
54
Edge Advisors
Georgia
$4.33M +$269K +15,078 +7%
PA
55
Prism Advisors
California
$4.16M +$1.02M +57,372 +33%
AA
56
Advisory Alpha
Michigan
$4.14M +$1.36M +75,957 +50%
SWM
57
SeaCrest Wealth Management
New York
$4.11M -$11.8K -660 -0.3%
BCI
58
Brinker Capital Investments
Pennsylvania
$3.8M -$187K -10,464 -5%
IAS
59
IMA Advisory Services
Colorado
$3.74M -$1.38M -77,454 -27%
PV
60
Private Vista
Illinois
$3.64M -$35.6K -1,995 -1%
CCM
61
Condor Capital Management
New Jersey
$3.63M +$63.1K +3,534 +2%
RAG
62
Roof Advisory Group
Pennsylvania
$3.62M +$32.2K +1,806 +0.8%
CMP
63
Courage Miller Partners
Virginia
$3.04M +$104K +5,841 +4%
SC
64
Savant Capital
Illinois
$3.03M +$157K +8,772 +5%
LCC
65
Lincoln Capital Corp
Rhode Island
$2.91M -$2.2M -123,375 -43%
SPI
66
Santori & Peters Inc
Pennsylvania
$2.87M +$1.77M +99,057 +158%
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$2.7M -$46K -2,580 -2%
SIA
68
Starfire Investment Advisers
Michigan
$2.68M +$516K +28,938 +24%
RRC
69
Relaxing Retirement Coach
Massachusetts
$2.61M -$3.52M -197,175 -57%
LC
70
LCNB Corp
Ohio
$2.59M +$2.61M +146,103 New
STMM
71
South Texas Money Management
Texas
$2.38M -$35.5K -1,989 -1%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$2.31M -$19.8K -1,107 -0.8%
SFSG
73
Stearns Financial Services Group
North Carolina
$2.19M +$22.7K +1,272 +1%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$2.16M +$94.7K +5,310 +5%
MAS
75
Managed Account Services
Florida
$2.11M +$57.6K +3,228 +3%