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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
126
Blue Bell Private Wealth Management
Pennsylvania
$3.21M +$115K +5,952 +4%
KWM
127
Kingsview Wealth Management
Oregon
$3.12M +$260K +13,437 +9%
WP
128
WealthSource Partners
California
$3.12M -$176K -9,063 -6%
GPFA
129
Game Plan Financial Advisors
Ohio
$3.1M +$3M +154,656 New
CFA
130
Cahill Financial Advisors
Minnesota
$3M -$13K -672 -0.4%
MAS
131
Managed Account Services
Florida
$2.93M +$83K +4,281 +3%
DW
132
Domani Wealth
Pennsylvania
$2.88M +$137K +7,065 +5%
HA
133
HC Advisors
Georgia
$2.88M +$2.79M +143,913 New
SFSG
134
Stearns Financial Services Group
North Carolina
$2.88M +$28.1K +1,452 +1%
SS
135
Sunbelt Securities
Texas
$2.82M +$2.72M +140,553 New
BCP
136
Blackhawk Capital Partners
Wisconsin
$2.77M
FANJ
137
Financial Architects (New Jersey)
New Jersey
$2.74M +$7.67K +396 +0.3%
PCMC
138
Private Capital Management (Colorado)
Colorado
$2.73M
PPA
139
Parametric Portfolio Associates
Washington
$2.69M +$2.6M +134,190 New
IAS
140
IMA Advisory Services
Colorado
$2.67M -$137K -7,092 -5%
SCA
141
Stonebridge Capital Advisors
Minnesota
$2.58M -$36.9K -1,905 -1%
BFM
142
Broadview Financial Management
Wisconsin
$2.55M -$17.8K -921 -0.7%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$2.54M +$2.46M +126,741 New
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$2.53M +$2.45M +126,246 New
FAIM
145
Financial Advocates Investment Management
Washington
$2.49M +$102K +5,253 +4%
ACA
146
Atlas Capital Advisors
Wyoming
$2.46M +$1.1M +56,712 +86%
SWM
147
Sculati Wealth Management
Michigan
$2.45M +$2.37M +122,103 New
BWP
148
Bernardo Wealth Planning
Pennsylvania
$2.42M +$814 +42 +0%
DAS
149
Dynamic Advisor Solutions
Arizona
$2.4M +$226K +11,688 +11%
GHA
150
GW Henssler & Associates
Georgia
$2.33M -$65.3K -3,369 -3%