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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Garde Capital
Washington
$17.7M +$132K +5,571 +0.8%
NQWM
52
Northwest Quadrant Wealth Management
Oregon
$17.4M +$16.6M +700,749 +6,478%
WIA
53
World Investment Advisors
California
$17.1M +$16.4M +690,690 +2,788%
PA
54
Prism Advisors
California
$16.9M +$330K +13,914 +2%
SFG
55
Sage Financial Group
Pennsylvania
$16.4M +$221K +9,315 +1%
GIA
56
GHP Investment Advisors
Colorado
$16.2M +$311K +13,140 +2%
NCMW
57
Northern Capital Management (Washington)
Washington
$14.9M -$22.1K -933 -0.2%
XF
58
XML Financial
Maryland
$14.8M +$529K +22,326 +4%
IWA
59
IVC Wealth Advisors
Pennsylvania
$14.7M +$776K +32,781 +6%
MA
60
Mutual Advisors
Nebraska
$14.2M -$67.4K -2,847 -0.5%
GB
61
Goepper Burkhardt
South Carolina
$14M +$760K +32,091 +6%
CWA
62
Cornerstone Wealth Advisors
Minnesota
$13.6M +$682K +28,800 +5%
IAN
63
Integrated Advisors Network
Texas
$13.5M +$357K +15,057 +3%
DP
64
Denver PWM
Colorado
$13.5M +$994K +41,952 +8%
FAN
65
Financial Advisors Network
California
$13.4M +$1.15M +48,384 +10%
PCIA
66
Prime Capital Investment Advisors
Kansas
$12.7M +$2.51M +106,002 +26%
AIP
67
Almanack Investment Partners
Pennsylvania
$12.4M -$835K -35,256 -7%
BlackRock
68
BlackRock
New York
$11.7M -$556K -23,466 -5%
KAS
69
Kestra Advisory Services
Texas
$11.6M -$29.3M -1,235,367 -72%
TCPWM
70
Traverso Chambers Private Wealth Management
California
$11.6M -$49.7K -2,097 -0.4%
Creative Planning
71
Creative Planning
Kansas
$11.6M -$2.95M -124,578 -21%
BPA
72
Beacon Pointe Advisors
California
$11.5M -$32.6K -1,377 -0.3%
CCMG
73
Clark Capital Management Group
Pennsylvania
$11.4M +$614K +25,902 +6%
SBL
74
Sargent Bickham Lagudis
Colorado
$10.9M +$663K +27,990 +7%
CAM
75
Cresset Asset Management
Illinois
$10.5M +$2.16M +91,245 +27%