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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
76
HBK Sorce Advisory
Pennsylvania
$10.1M +$26.3K +1,110 +0.3%
GIA
77
Gladstone Institutional Advisory
Florida
$10.1M +$617K +26,046 +7%
PP
78
PrairieView Partners
Minnesota
$10M -$165K -6,981 -2%
GSIS
79
Global Strategic Investment Solutions
Arizona
$10M +$2.16M +91,203 +29%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$9.97M -$575K -24,267 -6%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$9.82M -$2.51M -106,161 -21%
SCA
82
Stuart Chaussee & Associates
California
$9.74M +$9.46M +399,234 New
SFS
83
Sowell Financial Services
Arkansas
$9.64M +$456K +19,257 +5%
SFA
84
Sequoia Financial Advisors
Ohio
$9.55M +$5.04M +212,967 +119%
ST
85
Spinnaker Trust
Maine
$9.52M -$20K -846 -0.2%
WFA
86
Wipfli Financial Advisors
Wisconsin
$9.42M -$964K -40,713 -10%
HG
87
Harbor Group
New Hampshire
$9.36M -$264K -11,160 -3%
SFA
88
Seneca Financial Advisors
New York
$9.11M +$142K +6,006 +2%
NDSI
89
Newman Dignan & Sheerar Inc
Rhode Island
$9.1M -$257K -10,851 -3%
CGFA
90
Colton Groome Financial Advisors
North Carolina
$8.9M -$1.98M -83,412 -19%
SKK
91
Shepherd Kaplan Krochuk
Massachusetts
$8.64M -$1.39M -58,866 -14%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$8.53M -$797K -33,657 -9%
TNA
93
True North Advisors
Texas
$8.49M +$134K +5,649 +2%
PFWA
94
Paces Ferry Wealth Advisors
Georgia
$8.44M +$807K +34,062 +11%
CP
95
Capital Planning
Washington
$8.44M +$339K +14,328 +4%
CAG
96
Curtis Advisory Group
California
$8.4M +$265K +11,193 +3%
TWP
97
Total Wealth Planning
Ohio
$8.16M +$2.39M +100,767 +29%
PFO
98
Pathstone Family Office
New Jersey
$7.98M -$203K -8,586 -3%
WPIC
99
White Pine Investment Company
Michigan
$7.95M +$505K +21,333 +7%
GCP
100
Gill Capital Partners
Colorado
$7.92M +$299K +12,612 +4%