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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$10.3M +$767K +35,139 +8%
RGF
77
Retirement Guys Formula
Ohio
$10.2M +$9.79M +448,188 +4,452%
EE
78
EWG Elevate
California
$10.1M +$208K +9,534 +2%
ACA
79
Ackerman Capital Advisors
Texas
$10.1M -$885K -40,527 -8%
SWA
80
Stratos Wealth Advisors
Ohio
$9.51M +$1.16M +52,923 +14%
KAS
81
Kestra Advisory Services
Texas
$9.43M +$49.9K +2,286 +0.5%
TWP
82
Total Wealth Planning
Ohio
$8.98M -$185K -8,466 -2%
LC
83
LCNB Corp
Ohio
$8.63M +$739K +33,828 +10%
CAG
84
Curtis Advisory Group
California
$8.48M +$404K +18,501 +5%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$8.3M -$1.17M -53,484 -13%
HSA
86
HBK Sorce Advisory
Pennsylvania
$7.87M -$180K -8,238 -2%
HG
87
Harbor Group
New Hampshire
$7.86M -$71.2K -3,261 -0.9%
WAM
88
Weinberger Asset Management
California
$7.79M -$71.3K -3,267 -0.9%
BWL
89
Bogart Wealth LLC
Virginia
$7.65M +$631K +28,899 +9%
GCP
90
Gill Capital Partners
Colorado
$7.63M +$97.7K +4,476 +1%
WCA
91
Waypoint Capital Advisors
Minnesota
$7.57M -$182K -8,328 -2%
CP
92
Capital Planning
Washington
$7.39M -$113K -5,169 -2%
GIA
93
Gladstone Institutional Advisory
Florida
$7.38M -$228K -10,461 -3%
PP
94
PrairieView Partners
Minnesota
$7.34M -$488K -22,365 -6%
JJBC
95
James J. Burns & Company
New York
$7.27M -$50.6K -2,316 -0.7%
BHB
96
Bank Hapoalim BM
Israel
$7.11M -$6.94M -318,000 -50%
CAM
97
Cresset Asset Management
Illinois
$7.11M -$1.67M -76,446 -19%
WP
98
WealthShield Partners
North Carolina
$6.96M +$141K +6,450 +2%
WPIC
99
White Pine Investment Company
Michigan
$6.94M +$90.9K +4,161 +1%
OWM
100
Opes Wealth Management
California
$6.82M +$106K +4,872 +2%