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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
101
Total Wealth Planning
Ohio
$7.36M -$985K -43,410 -12%
FC
102
Ferris Capital
Massachusetts
$7.36M +$7.32M +322,710 New
GSIS
103
Global Strategic Investment Solutions
Arizona
$7.26M -$6.83M -301,014 -49%
MCM
104
MAI Capital Management
Ohio
$7.19M +$6.91M +304,680 +2,772%
GCP
105
Gill Capital Partners
Colorado
$7.05M -$2.52K -111 -0%
WPIC
106
White Pine Investment Company
Michigan
$6.96M +$426K +18,780 +7%
PFWA
107
Paces Ferry Wealth Advisors
Georgia
$6.87M +$154K +6,786 +2%
AWM
108
AE Wealth Management
Kansas
$6.83M -$824K -36,309 -11%
SAF
109
Smith Anglin Financial
Texas
$6.61M -$118K -5,223 -2%
RWM
110
RKL Wealth Management
Pennsylvania
$6.51M +$516K +22,767 +9%
EWM
111
Empirical Wealth Management
Washington
$6.4M -$268K -11,835 -4%
WAM
112
WealthTrust Asset Management
Florida
$6.4M +$6.37M +280,638 New
ACA
113
Affinity Capital Advisors
California
$6.11M -$1.98M -87,369 -25%
NRI
114
NFP Retirement Inc
California
$6.09M +$2.96M +130,434 +95%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$6.08M +$336K +14,805 +6%
SWA
116
Stratos Wealth Advisors
Ohio
$6.06M +$671K +29,568 +13%
GWS
117
Glassman Wealth Services
Virginia
$6.02M -$611K -26,943 -9%
LIM
118
Leavell Investment Management
Alabama
$5.82M
LC
119
LCNB Corp
Ohio
$5.77M +$624K +27,513 +12%
SWM
120
Southern Wealth Management
Texas
$5.76M +$27.8K +1,224 +0.5%
BAMG
121
Brand Asset Management Group
Missouri
$5.57M +$58.6K +2,583 +1%
SWM
122
SeaCrest Wealth Management
New York
$5.22M -$57.3K -2,526 -1%
BDWCC
123
B&D White Capital Company
Texas
$5.16M +$11K +486 +0.2%
ISWM
124
Independent Solutions Wealth Management
New York
$5.1M +$646K +28,482 +15%
CG
125
Colony Group
Massachusetts
$5.06M -$649K -28,623 -11%