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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
101
Bogart Wealth LLC
Virginia
$12M +$24.9K +927 +0.2%
CWM
102
Congress Wealth Management
Massachusetts
$11M +$42.8K +1,593 +0.4%
GCP
103
Gill Capital Partners
Colorado
$10.9M +$624K +23,231 +6%
ACA
104
Ackerman Capital Advisors
Texas
$10.8M +$182K +6,766 +2%
YP
105
YANKCOM Partnership
South Dakota
$10.7M -$322K -11,985 -3%
AF
106
Allworth Financial
California
$10.6M +$6.79M +253,007 +156%
EWM
107
Empirical Wealth Management
Washington
$10.5M -$175K -6,510 -2%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$10.2M +$2.9M +107,996 +39%
FFA
109
Farther Finance Advisors
California
$10.1M +$9.14M +340,474 +882%
WMWM
110
Whitaker-Myers Wealth Managers
Ohio
$10M +$533K +19,842 +6%
JJBC
111
James J. Burns & Company
New York
$9.99M +$96.9K +3,610 +1%
MFG
112
Merit Financial Group
Georgia
$9.87M +$9.63M +358,866 +2,844%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$9.73M +$4.93M +183,536 +100%
WP
114
WealthShield Partners
North Carolina
$9.4M +$137K +5,121 +1%
MBI
115
May Barnhard Investments
Maryland
$9.34M +$348K +12,978 +4%
CP
116
Capital Planning
Washington
$8.99M +$175K +6,514 +2%
EE
117
EWG Elevate
California
$8.98M +$162K +6,025 +2%
HG
118
Harbor Group
New Hampshire
$8.92M -$40K -1,492 -0.4%
WPIC
119
White Pine Investment Company
Michigan
$8.89M -$225K -8,382 -2%
OWM
120
Opes Wealth Management
California
$8.74M +$435K +16,203 +5%
BCIM
121
Bishop & Co Investment Management
Pennsylvania
$8.61M +$834K +31,090 +11%
DPI
122
Diversified Portfolios Inc
Michigan
$8.56M +$576K +21,443 +7%
US Bancorp
123
US Bancorp
Minnesota
$8.32M -$455K -16,951 -5%
WAM
124
Weinberger Asset Management
California
$8.3M -$216K -8,059 -3%
ISWM
125
Independent Solutions Wealth Management
New York
$8.13M +$291K +10,855 +4%