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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
51
Summit Wealth & Retirement Planning
California
$9.74M -$85K -5,205 -0.9%
AWM
52
Argent Wealth Management
Massachusetts
$9.55M -$561K -34,341 -6%
CAM
53
Cresset Asset Management
Illinois
$9.53M +$9.31M +570,474 New
HSA
54
HBK Sorce Advisory
Pennsylvania
$9.15M -$1.34M -82,269 -13%
GIA
55
Gladstone Institutional Advisory
Florida
$8.84M -$4.73M -289,509 -35%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$8.84M -$524K -32,085 -6%
ACA
57
Affinity Capital Advisors
California
$8.79M -$273K -16,728 -3%
CAN
58
Cetera Advisor Networks
California
$8.56M +$298K +18,252 +4%
HA
59
Harborview Advisors
Maine
$8.52M -$712K -43,608 -8%
HFA
60
Hoover Financial Advisors
Pennsylvania
$8.31M +$7.68M +470,232 +1,715%
TCPWM
61
Traverso Chambers Private Wealth Management
California
$8.1M +$7.91M +484,605 New
PP
62
PrairieView Partners
Minnesota
$7.8M +$32.4K +1,986 +0.4%
BPA
63
Beacon Pointe Advisors
California
$7.65M +$6.83M +418,449 +1,063%
ACA
64
Ackerman Capital Advisors
Texas
$7.57M +$4.56M +279,171 +160%
TWP
65
Total Wealth Planning
Ohio
$7.53M +$52K +3,183 +0.7%
SWA
66
Stratos Wealth Advisors
Ohio
$7.49M +$1.16M +71,061 +19%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$7.46M -$91K -5,574 -1%
OWM
68
Opes Wealth Management
California
$7.42M +$95.3K +5,835 +1%
SFA
69
Sequoia Financial Advisors
Ohio
$7.37M +$1.21M +73,935 +20%
CCMG
70
Clark Capital Management Group
Pennsylvania
$6.89M -$678K -41,541 -9%
DP
71
Denver PWM
Colorado
$6.85M -$169K -10,323 -2%
EWA
72
EP Wealth Advisors
California
$6.8M -$43.9K -2,691 -0.7%
SKK
73
Shepherd Kaplan Krochuk
Massachusetts
$6.56M +$6.42M +392,895 New
XF
74
XML Financial
Maryland
$6.52M +$687K +42,072 +12%
PA
75
Prism Advisors
California
$6.45M +$1.84M +112,470 +41%