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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
51
Carlsbad Wealth Advisory Group
California
$17.5M +$17M +780,657 New
PA
52
Prism Advisors
California
$17.4M +$800K +36,624 +5%
PMG
53
ProVise Management Group
Florida
$17.1M -$337K -15,423 -2%
PCIA
54
Prime Capital Investment Advisors
Kansas
$16.9M +$2.29M +104,694 +16%
SAM
55
Summit Asset Management
Tennessee
$16.8M +$60.7K +2,781 +0.4%
VWA
56
Visionary Wealth Advisors
Illinois
$16.4M -$2.43M -111,456 -13%
GC
57
Garde Capital
Washington
$16M -$170K -7,767 -1%
NFW
58
Noble Family Wealth
Florida
$16M -$26.7K -1,224 -0.2%
SAMC
59
Spectrum Asset Management (California)
California
$15.8M +$154K +7,047 +1%
BDF
60
Black Diamond Financial
Maryland
$15.3M +$1.04M +47,799 +7%
DP
61
Denver PWM
Colorado
$14.4M +$128K +5,847 +0.9%
CIA
62
Cape Investment Advisory
Georgia
$13.4M +$200K +9,180 +2%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$13.2M +$437K +20,001 +4%
IWA
64
IVC Wealth Advisors
Pennsylvania
$12.6M +$144K +6,594 +1%
MWA
65
Martel Wealth Advisors
Washington
$12.5M -$1.12M -51,159 -8%
SFA
66
Seneca Financial Advisors
New York
$12.3M -$236K -10,803 -2%
GB
67
Goepper Burkhardt
South Carolina
$12.3M +$6.55K +300 +0.1%
CWA
68
Cornerstone Wealth Advisors
Minnesota
$12.1M +$283K +12,984 +2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$11.9M +$1.01M +46,107 +10%
IAN
70
Integrated Advisors Network
Texas
$11.9M -$184K -8,424 -2%
GSIS
71
Global Strategic Investment Solutions
Arizona
$11.9M -$31.7K -1,452 -0.3%
TCPWM
72
Traverso Chambers Private Wealth Management
California
$11.8M +$510K +23,355 +5%
MA
73
Mutual Advisors
Nebraska
$11.7M -$341K -15,600 -3%
EFG
74
Ethos Financial Group
Pennsylvania
$11.7M
EWM
75
Empirical Wealth Management
Washington
$10.6M -$34K -1,557 -0.3%