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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$18.8M +$4.36M +153,300 +31%
UWM
77
USAdvisors Wealth Management
Minnesota
$18.5M +$1.29M +45,578 +8%
SFA
78
Seneca Financial Advisors
New York
$18.5M -$505K -17,759 -3%
DP
79
Denver PWM
Colorado
$18.3M +$3.13K +110 +0%
GC
80
Garde Capital
Washington
$17.8M -$83.4K -2,934 -0.5%
MA
81
Mutual Advisors
Nebraska
$17.7M +$145K +5,106 +0.8%
PWM
82
Perigon Wealth Management
California
$17.5M +$622K +21,895 +4%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$17.5M +$1.14M +40,229 +7%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$17.4M +$362K +12,750 +2%
NFG
85
Northeast Financial Group
Pennsylvania
$17.2M +$8.95M +315,104 +114%
WA
86
Waverly Advisors
Alabama
$17.2M +$240K +8,431 +1%
KAS
87
Kestra Advisory Services
Texas
$17.2M -$3.17M -111,713 -16%
JC
88
JBGlobal.com
New York
$17.1M -$1.22M -42,774 -7%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$16.2M -$603K -21,228 -4%
Raymond James Financial
90
Raymond James Financial
Florida
$16.1M -$593K -20,866 -4%
GSIS
91
Global Strategic Investment Solutions
Arizona
$15.6M +$38.2K +1,346 +0.3%
SF
92
Seek First
California
$15.5M +$420K +14,773 +3%
WMWM
93
Whitaker-Myers Wealth Managers
Ohio
$15M +$817K +28,754 +6%
PCM
94
Payne Capital Management
New York
$14.8M +$1.2M +42,202 +9%
MWA
95
Martel Wealth Advisors
Washington
$14.6M -$534K -18,799 -4%
RF
96
rebel Financial
Ohio
$13.5M -$13.6M -477,459 Closed
YP
97
YANKCOM Partnership
South Dakota
$13.1M +$528K +18,586 +4%
GB
98
Goepper Burkhardt
South Carolina
$12.6M -$923K -32,500 -7%
BWL
99
Bogart Wealth LLC
Virginia
$12.4M -$907K -31,941 -7%
AF
100
Allworth Financial
California
$12.1M -$570K -20,049 -5%