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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
101
Brand Asset Management Group
Missouri
$6.7M -$241K -11,055 -4%
ISWM
102
Independent Solutions Wealth Management
New York
$6.67M +$617K +28,254 +10%
ATWA
103
Arbor Trust Wealth Advisors
Michigan
$6.57M +$113K +5,181 +2%
SPI
104
Santori & Peters Inc
Pennsylvania
$6.44M -$108K -4,944 -2%
SFA
105
Sequoia Financial Advisors
Ohio
$6.39M -$401K -18,354 -6%
IWC
106
Integrated Wealth Concepts
Massachusetts
$6.39M +$477K +21,828 +8%
FFP
107
Forbes Financial Planning
Rhode Island
$6.31M -$147K -6,744 -2%
MCM
108
MAI Capital Management
Ohio
$6.27M -$43.5K -1,992 -0.7%
PFG
109
Piershale Financial Group
Illinois
$6.26M +$6.1M +279,417 +93,139%
WA
110
WBH Advisory
Maryland
$6.2M +$178K +8,163 +3%
CAWM
111
Capital Advisors Wealth Management
Washington
$6.09M -$107K -4,899 -2%
RWM
112
RKL Wealth Management
Pennsylvania
$6.09M -$127K -5,832 -2%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$5.94M -$2.04M -93,420 -26%
PAS
114
Park Avenue Securities
New York
$5.81M +$152K +6,954 +3%
PFWA
115
Paces Ferry Wealth Advisors
Georgia
$5.8M -$188K -8,613 -3%
AIA
116
Ally Invest Advisors
North Carolina
$5.78M +$1.71M +78,243 +43%
SKK
117
Shepherd Kaplan Krochuk
Massachusetts
$5.71M -$64.4K -2,949 -1%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$5.67M -$472K -21,621 -8%
SS
119
Sunbelt Securities
Texas
$5.62M +$262K +11,979 +5%
CMP
120
Courage Miller Partners
Virginia
$5.52M +$5.11K +234 +0.1%
CI
121
Conning Inc
Connecticut
$5.5M -$1.65M -75,492 -23%
NDSI
122
Newman Dignan & Sheerar Inc
Rhode Island
$5.39M -$1.95M -89,121 -27%
LIM
123
Leavell Investment Management
Alabama
$5.38M -$1.07M -48,849 -17%
OCM
124
One Capital Management
California
$5.36M -$633K -28,998 -11%
LTL
125
Lowery Thomas LLC
California
$5.17M +$161K +7,386 +3%