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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
101
Martel Wealth Advisors
Washington
$14.7M -$498K -15,972 -3%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$14.6M -$201K -6,437 -1%
SAMC
103
Spectrum Asset Management (California)
California
$14.5M +$2.06M +66,195 +16%
SWM
104
Steelhead Wealth Management
Virginia
$14.3M +$14.6M +468,687 New
RF
105
rebel Financial
Ohio
$13.6M -$668K -21,449 -5%
GB
106
Goepper Burkhardt
South Carolina
$12.9M -$114K -3,660 -0.9%
GSIS
107
Global Strategic Investment Solutions
Arizona
$12.8M -$3.34M -107,214 -20%
BWL
108
Bogart Wealth LLC
Virginia
$12.5M -$559K -17,932 -4%
FSA
109
Financial Services Advisory
Maryland
$12.3M +$12.6M +404,692 New
AF
110
Allworth Financial
California
$12.1M -$378K -12,130 -3%
RWP
111
RWA Wealth Partners
Massachusetts
$12M +$172K +5,514 +1%
PWM
112
Peak Wealth Management
New Hampshire
$11.9M -$1.15M -36,991 -9%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$102K +3,267 +0.8%
AWM
114
Avior Wealth Management
Nebraska
$11.8M +$11.6M +372,356 +2,569%
DPI
115
Diversified Portfolios Inc
Michigan
$11.8M +$945K +30,337 +9%
GCP
116
Gill Capital Partners
Colorado
$11.8M -$4.8K -154 -0%
JJBC
117
James J. Burns & Company
New York
$11.5M -$338K -10,858 -3%
EWM
118
Empirical Wealth Management
Washington
$11.4M -$316K -10,131 -3%
HSA
119
HBK Sorce Advisory
Pennsylvania
$11M +$1.5M +48,261 +17%
OWM
120
Opes Wealth Management
California
$10.5M -$58.2K -1,867 -0.5%
FA
121
Fiduciary Alliance
South Carolina
$10.4M -$183K -5,865 -2%
CH
122
CDKV Holdings
Colorado
$10.2M +$340K +10,911 +3%
MMHP
123
Murphy Middleton Hinkle & Parker
Georgia
$9.98M +$10.2M +327,265 New
HG
124
Harbor Group
New Hampshire
$9.97M -$162K -5,201 -2%
WPIC
125
White Pine Investment Company
Michigan
$9.94M -$79.8K -2,561 -0.8%