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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$18.2M +$169K +6,441 +1%
SFA
77
Seneca Financial Advisors
New York
$18.1M -$910K -34,632 -5%
JC
78
JBGlobal.com
New York
$17.5M -$295K -11,218 -2%
KNFPWM
79
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.1M +$495K +18,837 +3%
MA
80
Mutual Advisors
Nebraska
$17.1M +$181K +6,904 +1%
GC
81
Garde Capital
Washington
$17M -$412K -15,661 -2%
CIA
82
Cape Investment Advisory
Georgia
$16.7M +$35.7K +1,358 +0.2%
UWM
83
USAdvisors Wealth Management
Minnesota
$16.4M +$1.8M +68,547 +13%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$16.2M +$216K +8,226 +1%
WA
85
Waverly Advisors
Alabama
$16.1M +$1.32M +50,108 +9%
PWM
86
Perigon Wealth Management
California
$16.1M -$113K -4,295 -0.7%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$15.9M -$11.7M -443,404 -43%
GWM
88
Geneos Wealth Management
Colorado
$15.9M -$300K -11,409 -2%
Raymond James Financial
89
Raymond James Financial
Florida
$15.8M +$327K +12,429 +2%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$15.5M -$3.5M -133,123 -19%
LC
91
LCNB Corp
Ohio
$15.2M +$1.88M +71,562 +15%
GSIS
92
Global Strategic Investment Solutions
Arizona
$14.8M +$224K +8,531 +2%
MWA
93
Martel Wealth Advisors
Washington
$14.4M -$263K -9,988 -2%
SF
94
Seek First
California
$14.3M +$899K +34,193 +7%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$13.6M -$1.3M -49,648 -9%
WMWM
96
Whitaker-Myers Wealth Managers
Ohio
$13.5M +$2.93M +111,536 +30%
BHB
97
Bank Hapoalim BM
Israel
$13.4M
RF
98
rebel Financial
Ohio
$13.2M +$12.5M +477,459 New
PCM
99
Payne Capital Management
New York
$12.9M +$73.1K +2,783 +0.6%
GB
100
Goepper Burkhardt
South Carolina
$12.9M +$45.8K +1,742 +0.4%