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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
101
Pathstone Family Office
New Jersey
$6.37M +$29.1K +1,353 +0.4%
BlackRock
102
BlackRock
New York
$6.35M -$189K -8,793 -3%
SFA
103
Sequoia Financial Advisors
Ohio
$6.35M -$578K -26,829 -8%
LC
104
LCNB Corp
Ohio
$6.33M +$245K +11,397 +4%
CI
105
Conning Inc
Connecticut
$6.27M +$3.58M +166,245 +107%
LIM
106
Leavell Investment Management
Alabama
$6.21M -$146K -6,777 -2%
GCP
107
Gill Capital Partners
Colorado
$6.15M -$374K -17,379 -5%
WPIC
108
White Pine Investment Company
Michigan
$6.13M -$128K -5,931 -2%
SAF
109
Smith Anglin Financial
Texas
$6.03M -$274K -12,738 -4%
WFA
110
Wipfli Financial Advisors
Wisconsin
$5.92M -$114K -5,316 -2%
WP
111
WealthShield Partners
North Carolina
$5.91M -$428K -19,866 -6%
SPI
112
Santori & Peters Inc
Pennsylvania
$5.81M +$16.5K +765 +0.3%
OWM
113
Opes Wealth Management
California
$5.79M +$160K +7,419 +3%
BWM
114
BCGM Wealth Management
Indiana
$5.79M +$4.83M +224,487 +475%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$5.78M +$5.4M +250,749 +553%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$5.75M -$66.1K -3,072 -1%
MWA
117
Martel Wealth Advisors
Washington
$5.67M +$2.37M +109,923 +77%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$5.66M -$142K -6,576 -2%
MCM
119
MAI Capital Management
Ohio
$5.61M -$140K -6,504 -2%
OCM
120
One Capital Management
California
$5.42M -$329K -15,276 -5%
RWM
121
RKL Wealth Management
Pennsylvania
$5.36M -$270K -12,546 -4%
SKK
122
Shepherd Kaplan Krochuk
Massachusetts
$5.31M -$1.05M -48,654 -15%
IA
123
IFP Advisors
Florida
$5.31M +$1.02M +47,445 +19%
BAMG
124
Brand Asset Management Group
Missouri
$5.25M -$297K -13,791 -5%
ISWM
125
Independent Solutions Wealth Management
New York
$5.24M +$296K +13,746 +5%