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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
101
Paces Ferry Wealth Advisors
Georgia
$4.07M +$4.09M +233,715 New
ISWM
102
Independent Solutions Wealth Management
New York
$3.95M -$687K -39,267 -15%
LWM
103
Laidlaw Wealth Management
New York
$3.81M -$849K -48,549 -18%
BWM
104
BerganKDV Wealth Management
Minnesota
$3.77M -$1.58M -90,204 -29%
GB
105
Gunma Bank
Japan
$3.76M +$3.78M +216,000 New
IFS
106
Ifrah Financial Services
Arkansas
$3.68M +$97.4K +5,568 +3%
WPIC
107
White Pine Investment Company
Michigan
$3.62M +$1.55M +88,674 +74%
CI
108
Conning Inc
Connecticut
$3.46M +$3.47M +198,690 New
ECG
109
Edge Capital Group
Georgia
$3.38M -$299K -17,094 -8%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$3.35M +$159K +9,102 +5%
RFA
111
Reilly Financial Advisors
California
$3.33M -$280K -16,011 -8%
IA
112
IFP Advisors
Florida
$3.26M +$494K +28,251 +18%
LIM
113
Leavell Investment Management
Alabama
$3.25M +$2.07M +118,446 +173%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$3.18M -$260K -14,868 -8%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$3.15M +$1.13M +64,827 +56%
GPFA
116
Game Plan Financial Advisors
Ohio
$3.15M +$3.16M +180,825 New
LC
117
LCNB Corp
Ohio
$3.14M +$25.7K +1,470 +0.8%
CMP
118
Courage Miller Partners
Virginia
$3.12M +$52 +3 +0%
CCM
119
Condor Capital Management
New Jersey
$3.11M -$617K -35,307 -16%
ADL
120
Asset Dedication LLC
California
$3.1M +$34.3K +1,962 +1%
MAS
121
Managed Account Services
Florida
$2.99M -$76K -4,344 -3%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$2.78M -$362K -20,676 -11%
KLI
123
Kelman-Lazarov Inc
Tennessee
$2.72M -$94.9K -5,427 -3%
LWAC
124
Laurel Wealth Advisors (California)
California
$2.69M -$99.5K -5,691 -4%
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$2.67M -$79.1K -4,521 -3%