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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
101
USAdvisors Wealth Management
Minnesota
$18M -$7.03M -213,306 -29%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$17.1M -$659K -20,000 -4%
MWA
103
Martel Wealth Advisors
Washington
$16.3M -$476K -14,443 -3%
PWM
104
Peak Wealth Management
New Hampshire
$16.2M +$2.5M +75,922 +19%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$15.8M -$784K -23,814 -5%
GSIS
106
Global Strategic Investment Solutions
Arizona
$14.7M +$74.4K +2,260 +0.5%
FSA
107
Financial Services Advisory
Maryland
$14.5M +$377K +11,441 +3%
GB
108
Goepper Burkhardt
South Carolina
$14.4M -$297K -9,026 -2%
BWL
109
Bogart Wealth LLC
Virginia
$14.3M +$35.7K +1,083 +0.3%
CPA
110
Cathy Pareto & Associates
Florida
$14.2M +$3.16M +95,846 +31%
BCM
111
Brookstone Capital Management
Illinois
$13.8M +$5.77M +175,267 +79%
RWP
112
RWA Wealth Partners
Massachusetts
$13.5M -$274K -8,320 -2%
FF
113
Friday Financial
Iowa
$13.3M +$2.43M +73,888 +24%
DPI
114
Diversified Portfolios Inc
Michigan
$13.2M -$203K -6,176 -2%
EWM
115
Empirical Wealth Management
Washington
$13M +$7.91K +240 +0.1%
EA
116
Enclave Advisors
Texas
$13M +$10.7M +323,310 +647%
AF
117
Allworth Financial
California
$12.9M -$809K -24,559 -6%
JJBC
118
James J. Burns & Company
New York
$12.9M -$182K -5,528 -1%
GCP
119
Gill Capital Partners
Colorado
$12.8M -$549K -16,661 -4%
MMHP
120
Murphy Middleton Hinkle & Parker
Georgia
$12.2M +$721K +21,899 +7%
IWC
121
Integrated Wealth Concepts
Massachusetts
$11.9M +$2.81M +85,310 +33%
HSA
122
HBK Sorce Advisory
Pennsylvania
$11.9M +$163K +4,951 +1%
CH
123
CDKV Holdings
Colorado
$11.7M +$24.7K +749 +0.2%
SWA
124
Sightline Wealth Advisors
Connecticut
$11.5M +$1.1M +33,427 +11%
CSF
125
Capital Squared Financial
Maryland
$11.4M +$164K +4,968 +2%