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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Summit Asset Management
Tennessee
$16.2M +$87.9K +3,912 +0.5%
GC
52
Garde Capital
Washington
$15.7M +$312K +13,905 +2%
NFW
53
Noble Family Wealth
Florida
$15.5M +$179K +7,953 +1%
BDF
54
Black Diamond Financial
Maryland
$15.1M +$436K +19,425 +3%
FAN
55
Financial Advisors Network
California
$15.1M +$15.8M +702,168 New
VWA
56
Visionary Wealth Advisors
Illinois
$14.9M -$894K -39,804 -5%
SAMC
57
Spectrum Asset Management (California)
California
$14.7M -$520K -23,163 -3%
DP
58
Denver PWM
Colorado
$13.8M +$175K +7,809 +1%
PMG
59
ProVise Management Group
Florida
$13.1M -$3.42M -152,319 -20%
CIA
60
Cape Investment Advisory
Georgia
$12.9M +$19.7K +876 +0.1%
WIA
61
World Investment Advisors
California
$12.3M +$12.1M +540,192 +1,648%
IWA
62
IVC Wealth Advisors
Pennsylvania
$12.2M +$100K +4,467 +0.8%
SIS
63
Strategic Investment Solutions
Illinois
$12.1M +$12M +532,449 +6,283%
SFA
64
Seneca Financial Advisors
New York
$12.1M +$240K +10,689 +2%
GB
65
Goepper Burkhardt
South Carolina
$11.8M -$57.3K -2,553 -0.5%
MWA
66
Martel Wealth Advisors
Washington
$11.7M -$250K -11,124 -2%
TCPWM
67
Traverso Chambers Private Wealth Management
California
$11.6M +$197K +8,781 +2%
GSIS
68
Global Strategic Investment Solutions
Arizona
$11.4M -$7.28K -324 -0.1%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$11.4M -$225K -10,008 -2%
IAN
70
Integrated Advisors Network
Texas
$11.1M -$299K -13,323 -3%
MA
71
Mutual Advisors
Nebraska
$11.1M -$183K -8,139 -2%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$10.6M -$2.22M -98,919 -17%
PWM
73
Perigon Wealth Management
California
$10.3M +$404K +18,003 +4%
AWM
74
Apollon Wealth Management
South Carolina
$10.2M +$9.74M +433,845 +1,007%
EE
75
EWG Elevate
California
$10.2M +$522K +23,253 +5%