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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$7.54M -$233K -10,764 -3%
NDSI
102
Newman Dignan & Sheerar Inc
Rhode Island
$7.46M -$97.1K -4,485 -1%
SFA
103
Sequoia Financial Advisors
Ohio
$7.24M +$73.7K +3,402 +1%
PFO
104
Pathstone Family Office
New Jersey
$7.14M -$43.2K -1,995 -0.6%
CI
105
Conning Inc
Connecticut
$7.08M
GCP
106
Gill Capital Partners
Colorado
$7.06M +$119K +5,493 +2%
LIM
107
Leavell Investment Management
Alabama
$6.91M -$92.6K -4,275 -1%
BAMG
108
Brand Asset Management Group
Missouri
$6.86M +$923K +42,633 +16%
WPIC
109
White Pine Investment Company
Michigan
$6.83M -$85.6K -3,954 -1%
CAWM
110
Capital Advisors Wealth Management
Washington
$6.81M +$1.15M +53,094 +21%
BlackRock
111
BlackRock
New York
$6.67M -$489K -22,587 -7%
KNFPWM
112
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.62M +$6.51M +300,750 New
WP
113
WealthShield Partners
North Carolina
$6.59M -$74.3K -3,432 -1%
OWM
114
Opes Wealth Management
California
$6.58M +$52K +2,403 +0.8%
SPI
115
Santori & Peters Inc
Pennsylvania
$6.52M -$39.1K -1,806 -0.6%
SAF
116
Smith Anglin Financial
Texas
$6.46M -$339K -15,660 -5%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$6.42M -$65.1K -3,006 -1%
ATWA
118
Arbor Trust Wealth Advisors
Michigan
$6.41M +$592K +27,348 +10%
MCM
119
MAI Capital Management
Ohio
$6.3M -$25.1K -1,161 -0.4%
PAS
120
Park Avenue Securities
New York
$6.21M -$1.47M -67,950 -19%
ISWM
121
Independent Solutions Wealth Management
New York
$6.12M +$197K +9,099 +3%
BWM
122
BCGM Wealth Management
Indiana
$6.1M +$115K +5,292 +2%
RWM
123
RKL Wealth Management
Pennsylvania
$6.05M +$2.92K +135 +0%
OCM
124
One Capital Management
California
$6.05M -$70.1K -3,237 -1%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$5.82M -$549K -25,377 -9%