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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
76
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$21M +$219K +7,014 +1%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.8M -$506K -16,250 -2%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$20.3M +$463K +14,858 +2%
PCIA
79
Prime Capital Investment Advisors
Kansas
$20.1M -$1.53M -48,996 -7%
MWP
80
Meriwether Wealth & Planning
Louisiana
$20M -$3.36M -107,742 -14%
CL
81
Choreo LLC
Illinois
$19.9M +$17.1M +550,345 +532%
LC
82
LCNB Corp
Ohio
$19.9M +$10.2K +328 +0.1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$19.7M -$798K -25,611 -4%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$19.6M +$443K +14,231 +2%
SFA
85
Seneca Financial Advisors
New York
$19.5M -$444K -14,248 -2%
FFN
86
Focus Financial Network
Minnesota
$19.4M -$2.43M -77,839 -11%
PWM
87
Perigon Wealth Management
California
$19.2M +$478K +15,330 +2%
CIA
88
Cape Investment Advisory
Georgia
$18.4M +$120K +3,839 +0.6%
GC
89
Garde Capital
Washington
$18M -$387K -12,422 -2%
SF
90
Seek First
California
$17.7M +$1.22M +39,297 +7%
WMWM
91
Whitaker-Myers Wealth Managers
Ohio
$17.6M +$748K +24,020 +4%
FFA
92
Farther Finance Advisors
California
$17.4M +$1.89M +60,733 +12%
JC
93
JBGlobal.com
New York
$17.2M +$17.6M +563,413 New
DP
94
Denver PWM
Colorado
$17M -$4.36M -139,991 -21%
MA
95
Mutual Advisors
Nebraska
$17M -$1.32M -42,447 -7%
NFG
96
Northeast Financial Group
Pennsylvania
$16.8M -$1.77M -56,763 -9%
PCM
97
Payne Capital Management
New York
$16.6M +$437K +14,029 +3%
YP
98
YANKCOM Partnership
South Dakota
$16.4M +$2.05M +65,718 +14%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$15.6M -$8.12M -260,735 -34%
SS
100
Sunbelt Securities
Texas
$15.6M +$3.18M +102,225 +25%