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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
76
LCNB Corp
Ohio
$11.6M +$789K +32,916 +8%
CWM
77
Congress Wealth Management
Massachusetts
$11.1M -$9.42K -393 -0.1%
RGF
78
Retirement Guys Formula
Ohio
$10.8M +$52.1K +2,175 +0.5%
EWM
79
Empirical Wealth Management
Washington
$10.8M -$46.2K -1,926 -0.4%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$10.8M +$10.2M +423,405 +184%
US Bancorp
81
US Bancorp
Minnesota
$10.7M -$1.59M -66,243 -14%
CA
82
Cetera Advisors
Colorado
$10.6M +$4M +166,905 +67%
KNFPWM
83
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$10.6M +$1.76M +73,323 +21%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$10.6M +$1.64M +68,595 +20%
BWL
85
Bogart Wealth LLC
Virginia
$10.5M -$45.7K -1,908 -0.5%
UWM
86
USAdvisors Wealth Management
Minnesota
$9.71M +$685K +28,590 +8%
PMG
87
ProVise Management Group
Florida
$9.45M -$4.75M -198,165 -35%
MBI
88
May Barnhard Investments
Maryland
$9.1M +$562K +23,439 +7%
EE
89
EWG Elevate
California
$9.05M -$1M -41,802 -10%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$9.03M +$7.27M +303,414 +570%
ISWM
91
Independent Solutions Wealth Management
New York
$8.92M +$504K +21,003 +6%
GCP
92
Gill Capital Partners
Colorado
$8.88M +$298K +12,420 +4%
TWP
93
Total Wealth Planning
Ohio
$8.81M -$659K -27,495 -7%
HG
94
Harbor Group
New Hampshire
$8.81M -$45K -1,878 -0.5%
IWC
95
Integrated Wealth Concepts
Massachusetts
$8.62M -$22.9K -954 -0.3%
WPIC
96
White Pine Investment Company
Michigan
$8.62M +$233K +9,717 +3%
WAM
97
Weinberger Asset Management
California
$8.59M -$40.2K -1,677 -0.5%
WP
98
WealthShield Partners
North Carolina
$8.55M +$585K +24,402 +8%
CP
99
Capital Planning
Washington
$8.35M -$111K -4,614 -1%
ACA
100
Ackerman Capital Advisors
Texas
$8.26M -$195K -8,151 -2%