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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
$12.7M +$180K +6,848 +2%
AF
102
Allworth Financial
California
$12.1M +$572K +21,765 +5%
YP
103
YANKCOM Partnership
South Dakota
$11.9M +$712K +27,072 +7%
RWP
104
RWA Wealth Partners
Massachusetts
$11.5M +$3.57M +135,959 +48%
ACA
105
Ackerman Capital Advisors
Texas
$11.5M +$241K +9,169 +2%
FFA
106
Farther Finance Advisors
California
$11.2M +$722K +27,457 +7%
GCP
107
Gill Capital Partners
Colorado
$11.2M -$176K -6,696 -2%
SAMC
108
Spectrum Asset Management (California)
California
$10.9M -$5.28M -200,794 -34%
EWM
109
Empirical Wealth Management
Washington
$10.8M -$121K -4,590 -1%
IAN
110
Integrated Advisors Network
Texas
$10.7M -$2.48M -94,325 -20%
JJBC
111
James J. Burns & Company
New York
$10.5M +$107K +4,068 +1%
DPI
112
Diversified Portfolios Inc
Michigan
$10.5M +$1.48M +56,414 +18%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$10.2M -$5.75M -218,692 -37%
CWM
114
Congress Wealth Management
Massachusetts
$9.75M -$1.62M -61,803 -15%
EE
115
EWG Elevate
California
$9.71M +$351K +13,338 +4%
MBI
116
May Barnhard Investments
Maryland
$9.71M -$13.5K -513 -0.1%
WP
117
WealthShield Partners
North Carolina
$9.64M -$137K -5,224 -1%
OWM
118
Opes Wealth Management
California
$9.52M +$396K +15,084 +5%
BCIM
119
Bishop & Co Investment Management
Pennsylvania
$9.5M +$510K +19,418 +6%
FA
120
Fiduciary Alliance
South Carolina
$9.26M +$8.8M +334,791 New
HG
121
Harbor Group
New Hampshire
$9.22M -$61.1K -2,323 -0.7%
WPIC
122
White Pine Investment Company
Michigan
$9.08M -$167K -6,353 -2%
HSA
123
HBK Sorce Advisory
Pennsylvania
$8.68M +$517K +19,659 +7%
TWP
124
Total Wealth Planning
Ohio
$8.65M +$718K +27,318 +10%
ISWM
125
Independent Solutions Wealth Management
New York
$8.63M +$158K +6,028 +2%