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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
$11.8M +$447K +18,105 +4%
KNFPWM
77
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$11.6M +$1.3M +52,659 +13%
BWL
78
Bogart Wealth LLC
Virginia
$10.8M +$615K +24,900 +6%
CWM
79
Congress Wealth Management
Massachusetts
$10.8M -$3.11K -126 -0%
UWM
80
USAdvisors Wealth Management
Minnesota
$10.7M -$1.64M -66,234 -17%
RGF
81
Retirement Guys Formula
Ohio
$10.6M +$67.8K +2,745 +0.6%
EWM
82
Empirical Wealth Management
Washington
$10.3M -$248K -10,023 -2%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$10M -$6.13M -248,205 -38%
US Bancorp
84
US Bancorp
Minnesota
$9.47M -$935K -37,842 -9%
GCP
85
Gill Capital Partners
Colorado
$9.28M +$226K +9,153 +2%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$9.19M -$1.11M -44,796 -11%
ACA
87
Ackerman Capital Advisors
Texas
$9.01M +$958K +38,751 +12%
JJBC
88
James J. Burns & Company
New York
$8.8M +$2.52M +101,817 +40%
EE
89
EWG Elevate
California
$8.76M -$66.4K -2,688 -0.8%
ISWM
90
Independent Solutions Wealth Management
New York
$8.73M +$37.1K +1,503 +0.4%
WPIC
91
White Pine Investment Company
Michigan
$8.56M +$162K +6,561 +2%
TWP
92
Total Wealth Planning
Ohio
$8.43M -$503K -20,367 -6%
HG
93
Harbor Group
New Hampshire
$8.41M -$176K -7,119 -2%
SS
94
Sunbelt Securities
Texas
$8.28M +$599K +24,240 +8%
WP
95
WealthShield Partners
North Carolina
$8.15M -$228K -9,243 -3%
WAM
96
Weinberger Asset Management
California
$8.12M -$251K -10,170 -3%
CP
97
Capital Planning
Washington
$8.03M -$154K -6,234 -2%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$8M +$4.06M +164,127 +103%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$7.96M +$43.1K +1,746 +0.5%
MBI
100
May Barnhard Investments
Maryland
$7.91M -$961K -38,880 -11%