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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
101
Gill Capital Partners
Colorado
$10.1M +$210K +7,773 +2%
JJBC
102
James J. Burns & Company
New York
$9.71M +$142K +5,264 +1%
WMWM
103
Whitaker-Myers Wealth Managers
Ohio
$9.3M +$2.01M +74,298 +26%
WP
104
WealthShield Partners
North Carolina
$9.09M +$326K +12,086 +4%
WPIC
105
White Pine Investment Company
Michigan
$8.94M -$60.7K -2,247 -0.7%
MBI
106
May Barnhard Investments
Maryland
$8.82M +$319K +11,801 +4%
HG
107
Harbor Group
New Hampshire
$8.79M -$26.7K -988 -0.3%
CP
108
Capital Planning
Washington
$8.65M +$109K +4,043 +1%
EE
109
EWG Elevate
California
$8.65M +$517K +19,149 +6%
US Bancorp
110
US Bancorp
Minnesota
$8.6M -$811K -30,039 -8%
WAM
111
Weinberger Asset Management
California
$8.35M -$180K -6,680 -2%
OWM
112
Opes Wealth Management
California
$8.15M +$133K +4,920 +2%
DPI
113
Diversified Portfolios Inc
Michigan
$7.84M +$665K +24,645 +9%
GPFA
114
Game Plan Financial Advisors
Ohio
$7.74M +$2.14M +79,414 +40%
ISWM
115
Independent Solutions Wealth Management
New York
$7.7M -$820K -30,383 -9%
BCIM
116
Bishop & Co Investment Management
Pennsylvania
$7.63M +$285K +10,571 +4%
TWP
117
Total Wealth Planning
Ohio
$7.63M -$703K -26,036 -8%
BAM
118
Berkshire Asset Management
Pennsylvania
$7.56M +$953K +35,305 +15%
HSA
119
HBK Sorce Advisory
Pennsylvania
$7.54M -$47.1K -1,743 -0.6%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$7.42M +$6.16M +228,320 +405%
IWA
121
IVC Wealth Advisors
Pennsylvania
$7.4M -$4.7K -174 -0.1%
CKAIS
122
Christensen King & Associates Investment Services
Washington
$7.4M +$51K +1,890 +0.7%
SF
123
Safeguard Financial
Wisconsin
$7.36M +$1.96M +72,743 +35%
RWP
124
RWA Wealth Partners
Massachusetts
$7.28M -$338K -12,503 -4%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$7.27M +$366K +13,547 +5%