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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
76
Meriwether Wealth & Planning
Louisiana
$23.4M +$493K +14,978 +2%
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$23.2M +$11.9M +359,920 +117%
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23M -$656K -19,918 -3%
CWA
79
Cornerstone Wealth Advisors
Minnesota
$22.7M +$298K +9,032 +1%
PWM
80
Perigon Wealth Management
California
$22.5M +$525K +15,952 +3%
FFA
81
Farther Finance Advisors
California
$22.4M +$2.46M +74,542 +13%
CL
82
Choreo LLC
Illinois
$22.4M -$353K -10,702 -2%
LC
83
LCNB Corp
Ohio
$22.3M -$376K -11,429 -2%
PCIA
84
Prime Capital Investment Advisors
Kansas
$22.2M -$766K -23,258 -4%
SFA
85
Seneca Financial Advisors
New York
$21.7M -$482K -14,633 -2%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$21.2M -$1.92M -58,306 -9%
MA
87
Mutual Advisors
Nebraska
$21.1M +$1.64M +49,678 +9%
CIA
88
Cape Investment Advisory
Georgia
$21M +$7.21K +219 +0%
FFN
89
Focus Financial Network
Minnesota
$20.9M -$1.21M -36,590 -6%
EFG
90
Ethos Financial Group
Pennsylvania
$20.6M -$2.74M -83,088 -12%
SF
91
Seek First
California
$20.5M +$322K +9,776 +2%
YP
92
YANKCOM Partnership
South Dakota
$20.4M +$1.63M +49,442 +9%
GC
93
Garde Capital
Washington
$20.3M -$264K -8,014 -1%
OG
94
Odyssey Group
Pennsylvania
$20.2M +$19.1M +581,116 New
WMWM
95
Whitaker-Myers Wealth Managers
Ohio
$20.1M -$31.5K -957 -0.2%
EWA
96
EP Wealth Advisors
California
$19.9M +$12.1M +367,618 +180%
PCM
97
Payne Capital Management
New York
$19.5M +$555K +16,847 +3%
JC
98
JBGlobal.com
New York
$19.3M -$266K -8,080 -1%
DP
99
Denver PWM
Colorado
$18.8M +$340K +10,307 +2%
SAMC
100
Spectrum Asset Management (California)
California
$18.3M +$1.64M +49,759 +10%