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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Seneca Financial Advisors
New York
$11.9M +$856K +39,555 +8%
IAN
77
Integrated Advisors Network
Texas
$11.8M -$537K -24,795 -4%
GB
78
Goepper Burkhardt
South Carolina
$11.7M -$842K -38,895 -7%
EFG
79
Ethos Financial Group
Pennsylvania
$11.4M +$11.2M +516,690 New
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$11.1M -$2.7M -124,776 -20%
CWA
81
Cornerstone Wealth Advisors
Minnesota
$10.8M -$667K -30,804 -6%
TCPWM
82
Traverso Chambers Private Wealth Management
California
$10.7M -$135K -6,222 -1%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$10.3M +$811K +37,443 +9%
EWM
84
Empirical Wealth Management
Washington
$10.2M -$246K -11,376 -2%
ST
85
Spinnaker Trust
Maine
$9.81M +$250K +11,565 +3%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$9.33M +$63.6K +2,937 +0.7%
TWP
87
Total Wealth Planning
Ohio
$9.32M +$1.53M +70,656 +20%
IA
88
IFP Advisors
Florida
$9.05M +$4.52M +208,704 +71%
RDIA
89
RE Dickinson Investment Advisors
Iowa
$8.85M -$539K -24,903 -6%
PFWA
90
Paces Ferry Wealth Advisors
Georgia
$8.84M +$624K +28,836 +8%
CAM
91
Cresset Asset Management
Illinois
$8.8M -$294K -13,596 -3%
PWM
92
Perigon Wealth Management
California
$8.52M +$669K +30,906 +9%
LC
93
LCNB Corp
Ohio
$7.93M +$772K +35,643 +11%
PP
94
PrairieView Partners
Minnesota
$7.92M -$405K -18,714 -5%
HG
95
Harbor Group
New Hampshire
$7.83M -$65.2K -3,012 -0.8%
LAM
96
L2 Asset Management
Massachusetts
$7.75M +$7.63M +352,257 New
CP
97
Capital Planning
Washington
$7.75M +$25.9K +1,194 +0.3%
CAG
98
Curtis Advisory Group
California
$7.71M +$12.8K +591 +0.2%
WAM
99
Weinberger Asset Management
California
$7.67M +$188K +8,676 +3%
WCA
100
Waypoint Capital Advisors
Minnesota
$7.66M +$130 +6 +0%