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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
126
Valicenti Advisory Services
New York
$2.41M +$77.6K +4,374 +3%
DW
127
Domani Wealth
Pennsylvania
$2.36M +$2.29M +129,168 New
MGIA
128
Moneta Group Investment Advisors
Missouri
$2.33M -$227K -12,768 -9%
SCA
129
Stonebridge Capital Advisors
Minnesota
$2.32M +$63.9K +3,600 +3%
DAS
130
Dynamic Advisor Solutions
Arizona
$2.12M -$163K -9,174 -7%
SBL
131
Sargent Bickham Lagudis
Colorado
$2.11M -$5.27M -297,198 -72%
WP
132
WealthSource Partners
California
$2.1M -$93.8K -5,283 -4%
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.1M +$1.73M +97,512 +563%
BFM
134
Broadview Financial Management
Wisconsin
$2.09M +$973K +54,849 +92%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$2.07M +$180K +10,143 +10%
BC
136
Bartlett & Co
Ohio
$2.07M +$180K +10,143 +10%
SS
137
Simplicity Solutions
Minnesota
$2.05M +$483K +27,186 +32%
V
138
Veritable
Delaware
$2.02M +$260K +14,640 +15%
BP
139
BBR Partners
New York
$2M +$254K +14,319 +15%
BWP
140
Bernardo Wealth Planning
Pennsylvania
$1.96M +$235K +13,215 +14%
KWM
141
Kingsview Wealth Management
Oregon
$1.94M +$182K +10,227 +11%
PWMG
142
Prestige Wealth Management Group
New Jersey
$1.92M -$103K -5,793 -5%
NCM
143
Northwest Capital Management
Oregon
$1.89M -$649K -36,549 -26%
GHA
144
GW Henssler & Associates
Georgia
$1.88M +$26.7K +1,503 +1%
DP
145
DDD Partners
Washington
$1.87M +$41.9K +2,358 +2%
AA
146
Apriem Advisors
California
$1.85M +$165K +9,288 +10%
BDF
147
Black Diamond Financial
Maryland
$1.79M -$96.7K -5,448 -5%
WA
148
WESPAC Advisors
California
$1.77M -$62.9K -3,546 -4%
LWAC
149
Laurel Wealth Advisors (California)
California
$1.76M +$80.4K +4,530 +5%
EGWAG
150
Elwood & Goetz Wealth Advisory Group
Georgia
$1.75M -$129K -7,290 -7%