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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
126
North Star Asset Management
Wisconsin
$2.3M -$450K -24,537 -14%
PGAM
127
Princeton Global Asset Management
New Jersey
$2.26M +$1.83M +99,657 +187%
WSTAM
128
Wilbanks Smith & Thomas Asset Management
Virginia
$2.25M +$2.53M +138,123 +949%
MAS
129
Managed Account Services
Florida
$2.25M +$220K +11,994 +8%
CFA
130
Cahill Financial Advisors
Minnesota
$2.21M +$1.59K +87 +0.1%
GG
131
Greenwood Gearhart
Arkansas
$2.21M -$3.38M -184,164 -55%
BCI
132
Brinker Capital Investments
Pennsylvania
$2.13M -$675K -36,801 -20%
BFM
133
Broadview Financial Management
Wisconsin
$2M +$151K +8,235 +6%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$1.97M +$132K +7,185 +6%
FANJ
135
Financial Architects (New Jersey)
New Jersey
$1.96M -$75.2K -4,104 -3%
SWM
136
Sculati Wealth Management
Michigan
$1.92M +$146K +7,941 +7%
DP
137
DDD Partners
Washington
$1.9M +$264K +14,394 +13%
IAS
138
IMA Advisory Services
Colorado
$1.86M -$139K -7,578 -6%
SWP
139
Stratos Wealth Partners
Ohio
$1.85M +$1.75M +95,583 +320%
CCMD
140
Cypress Capital Management (Delaware)
Delaware
$1.84M +$667K +36,408 +41%
MPM
141
Meritage Portfolio Management
Kansas
$1.84M +$1.75M +95,367 +323%
SCA
142
Stonebridge Capital Advisors
Minnesota
$1.79M -$129K -7,035 -5%
BDF
143
Black Diamond Financial
Maryland
$1.77M +$488K +26,646 +29%
ACG
144
Allen Capital Group
Nebraska
$1.76M -$1.82M -99,084 -45%
MSWMA
145
Market Street Wealth Management Advisors
Indiana
$1.74M +$1.58M +86,256 +272%
DAS
146
Dynamic Advisor Solutions
Arizona
$1.71M -$66.5K -3,630 -3%
PFA
147
Pure Financial Advisors
California
$1.69M +$1.29M +70,500 +159%
APW
148
Aurora Private Wealth
New Jersey
$1.68M +$1.1M +60,114 +111%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$1.68M +$2.09M +114,000 New
GHA
150
GW Henssler & Associates
Georgia
$1.62M -$115K -6,255 -5%