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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$9.38M +$460K +26,310 +5%
ACA
52
Affinity Capital Advisors
California
$9.12M -$34.1K -1,947 -0.4%
HA
53
Harborview Advisors
Maine
$9.07M +$200K +11,436 +2%
LB
54
Leo Brokerage
Texas
$8.61M +$9.02M +515,559 New
SKK
55
Shepherd Kaplan Krochuk
Massachusetts
$8.6M +$1.77M +101,178 +26%
Creative Planning
56
Creative Planning
Kansas
$8.47M +$3.39M +193,623 +66%
BPA
57
Beacon Pointe Advisors
California
$8.43M +$462K +26,430 +6%
TCPWM
58
Traverso Chambers Private Wealth Management
California
$8.3M -$126K -7,194 -1%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$8.22M +$454K +25,983 +6%
PP
60
PrairieView Partners
Minnesota
$8.06M -$69K -3,945 -0.8%
ST
61
Spinnaker Trust
Maine
$7.73M +$7.77M +444,423 New
XF
62
XML Financial
Maryland
$7.66M +$867K +49,554 +13%
SFA
63
Sequoia Financial Advisors
Ohio
$7.57M -$103K -5,880 -1%
TWP
64
Total Wealth Planning
Ohio
$7.55M -$290K -16,572 -4%
OWM
65
Opes Wealth Management
California
$7.54M -$185K -10,593 -2%
VWA
66
Visionary Wealth Advisors
Illinois
$7.52M -$4.01M -229,050 -35%
CAM
67
Cresset Asset Management
Illinois
$7.5M -$2.44M -139,584 -24%
HSA
68
HBK Sorce Advisory
Pennsylvania
$7.48M -$2.06M -117,945 -22%
CCMG
69
Clark Capital Management Group
Pennsylvania
$7.38M +$209K +11,946 +3%
SWA
70
Stratos Wealth Advisors
Ohio
$7.38M -$424K -24,261 -5%
DP
71
Denver PWM
Colorado
$7.32M +$187K +10,677 +3%
KAS
72
Kestra Advisory Services
Texas
$7.21M +$7.25M +414,603 New
HFA
73
Hoover Financial Advisors
Pennsylvania
$7.11M -$1.56M -89,163 -18%
MGIA
74
Moneta Group Investment Advisors
Missouri
$6.64M +$411K +23,499 +7%
CGFA
75
Colton Groome Financial Advisors
North Carolina
$6.57M -$7.91M -452,274 -55%