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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$7.61M -$495K -22,644 -7%
BHB
102
Bank Hapoalim BM
Israel
$7.43M
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$7.41M -$426K -19,461 -6%
WP
104
WealthShield Partners
North Carolina
$7.32M +$105K +4,779 +2%
BA
105
Brightwater Advisory
Florida
$7.24M +$7.77M +355,377 New
SS
106
Sunbelt Securities
Texas
$7.22M +$453K +20,709 +7%
OWM
107
Opes Wealth Management
California
$7.16M -$15.1K -690 -0.2%
PP
108
PrairieView Partners
Minnesota
$7.14M -$318K -14,523 -5%
BAMG
109
Brand Asset Management Group
Missouri
$7.01M +$472K +21,579 +8%
SWA
110
Stratos Wealth Advisors
Ohio
$6.98M -$3.83M -174,987 -37%
RWP
111
RWA Wealth Partners
Massachusetts
$6.86M +$4.17M +190,533 +185%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$6.78M +$117K +5,331 +2%
SDWMA
113
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.76M +$3.54M +161,877 +127%
SPI
114
Santori & Peters Inc
Pennsylvania
$6.72M +$45K +2,058 +0.7%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$6.58M +$6.16M +281,508 New
ATWA
116
Arbor Trust Wealth Advisors
Michigan
$6.37M -$546K -24,963 -8%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$6.36M +$1.8M +82,518 +44%
SFA
118
Sequoia Financial Advisors
Ohio
$6.34M -$194K -8,871 -3%
RL
119
Retireful LLC
Michigan
$6.3M +$5.89M +269,403 New
GIA
120
Gladstone Institutional Advisory
Florida
$6.26M -$80.8K -3,693 -1%
CMP
121
Courage Miller Partners
Virginia
$6.25M +$71.8K +3,282 +1%
AFG
122
Atomi Financial Group
New York
$6.21M +$5.82M +265,962 New
BCI
123
Brinker Capital Investments
Pennsylvania
$6.2M +$1.72M +78,630 +42%
OPS
124
Orion Portfolio Solutions
Nebraska
$6.2M +$1.72M +78,630 +42%
WCA
125
Waypoint Capital Advisors
Minnesota
$6.14M -$760K -34,776 -12%