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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$3.78M +$156K +8,331 +5%
GPFA
127
Game Plan Financial Advisors
Ohio
$3.76M +$167K +8,943 +5%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$3.66M +$1.73M +92,502 +101%
CMP
129
Courage Miller Partners
Virginia
$3.62M -$76.4K -4,086 -2%
CFA
130
Cahill Financial Advisors
Minnesota
$3.53M +$909K +48,648 +38%
ADL
131
Asset Dedication LLC
California
$3.49M -$31.6K -1,689 -0.9%
MAS
132
Managed Account Services
Florida
$3.4M -$3.65K -195 -0.1%
LWM
133
Laidlaw Wealth Management
New York
$3.4M -$888K -47,478 -22%
EWA
134
EP Wealth Advisors
California
$3.29M -$1.92M -102,783 -38%
SF
135
Summit Financial
New Jersey
$3.18M +$988K +52,869 +49%
CM
136
Columbus Macro
Pennsylvania
$3.08M -$1.55M -82,689 -35%
MML Investors Services
137
MML Investors Services
Massachusetts
$3.06M +$61.1K +3,270 +2%
ECG
138
Edge Capital Group
Georgia
$3.05M -$756K -40,434 -21%
KLI
139
Kelman-Lazarov Inc
Tennessee
$2.98M -$119K -6,375 -4%
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$2.96M -$82.8K -4,431 -3%
BAM
141
Berkshire Asset Management
Pennsylvania
$2.95M +$264K +14,142 +11%
SFG
142
StrategIQ Financial Group
Indiana
$2.88M +$277K +14,811 +11%
LWAC
143
Laurel Wealth Advisors (California)
California
$2.85M -$199K -10,650 -7%
SFG
144
Sovereign Financial Group
Connecticut
$2.83M +$2.66M +142,527 New
SCA
145
Stonebridge Capital Advisors
Minnesota
$2.72M +$361K +19,293 +16%
SWM
146
Sculati Wealth Management
Michigan
$2.71M +$37.3K +1,995 +1%
NSAM
147
North Star Asset Management
Wisconsin
$2.71M +$10.7K +573 +0.4%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$2.67M -$7.29K -390 -0.3%
PFA
149
Pure Financial Advisors
California
$2.65M -$2.41K -129 -0.1%
EFG
150
Everhart Financial Group
Ohio
$2.6M +$2.44M +130,779 New