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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
101
May Barnhard Investments
Maryland
$8.75M +$163K +6,360 +2%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$8.74M +$433K +16,842 +5%
ISWM
103
Independent Solutions Wealth Management
New York
$8.72M -$722K -28,125 -8%
TWP
104
Total Wealth Planning
Ohio
$8.54M -$228K -8,868 -3%
EE
105
EWG Elevate
California
$8.37M -$1.08M -42,189 -12%
OWM
106
Opes Wealth Management
California
$8.24M -$69.7K -2,712 -0.9%
BCI
107
Brinker Capital Investments
Pennsylvania
$7.98M +$951K +37,005 +14%
OPS
108
Orion Portfolio Solutions
Nebraska
$7.98M +$951K +37,005 +14%
RWP
109
RWA Wealth Partners
Massachusetts
$7.82M -$10.9K -423 -0.1%
HSA
110
HBK Sorce Advisory
Pennsylvania
$7.79M -$594K -23,124 -7%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$7.78M -$865K -33,666 -10%
IWA
112
IVC Wealth Advisors
Pennsylvania
$7.61M -$285K -11,100 -4%
WMWM
113
Whitaker-Myers Wealth Managers
Ohio
$7.57M +$1.08M +42,222 +18%
BCIM
114
Bishop & Co Investment Management
Pennsylvania
$7.56M +$1.85K +72 +0%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$7.48M -$94.7K -3,687 -1%
DPI
116
Diversified Portfolios Inc
Michigan
$7.39M +$746K +29,034 +12%
FFA
117
Florida Financial Advisors
Florida
$7.28M +$395K +15,378 +6%
PP
118
PrairieView Partners
Minnesota
$7.13M -$370K -14,409 -5%
EWA
119
Exencial Wealth Advisors
Oklahoma
$7.12M +$139K +5,403 +2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$7.1M -$814K -31,683 -11%
BAMG
121
Brand Asset Management Group
Missouri
$7.04M -$317K -12,336 -4%
CMP
122
Courage Miller Partners
Virginia
$7.02M -$124K -4,815 -2%
TWM
123
Thrive Wealth Management
Pennsylvania
$6.84M +$81.2K +3,162 +1%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$6.81M -$759K -29,553 -10%
GIA
125
Gladstone Institutional Advisory
Florida
$6.74M -$69.9K -2,721 -1%