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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
126
Conning Inc
Connecticut
$4.19M -$128K -6,150 -3%
RFA
127
Reilly Financial Advisors
California
$4.11M -$64.6K -3,102 -2%
MML Investors Services
128
MML Investors Services
Massachusetts
$3.99M +$608K +29,175 +19%
CMP
129
Courage Miller Partners
Virginia
$3.98M +$10.3K +495 +0.3%
CFA
130
Cahill Financial Advisors
Minnesota
$3.79M -$72.1K -3,462 -2%
ADL
131
Asset Dedication LLC
California
$3.67M -$165K -7,914 -4%
MAS
132
Managed Account Services
Florida
$3.65M +$43.2K +2,076 +1%
ECG
133
Edge Capital Group
Georgia
$3.64M +$282K +13,533 +9%
SF
134
Summit Financial
New Jersey
$3.52M +$30.9K +1,485 +0.9%
ATWA
135
Arbor Trust Wealth Advisors
Michigan
$3.52M +$1.19M +56,892 +55%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$3.4M +$2.81M +134,937 +627%
RC
137
Rovin Capital
Arizona
$3.4M +$3.26M +156,435 New
GWM
138
GSB Wealth Management
Connecticut
$3.32M +$3.18M +152,565 New
SFG
139
StrategIQ Financial Group
Indiana
$3.3M +$131K +6,267 +4%
BAM
140
Berkshire Asset Management
Pennsylvania
$3.3M +$58.2K +2,796 +2%
FVWA
141
Foster Victor Wealth Advisors
South Carolina
$3.29M +$3.09M +148,557 New
EWA
142
EP Wealth Advisors
California
$3.22M -$375K -18,006 -11%
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$3.21M -$31.6K -1,518 -1%
SCA
144
Stonebridge Capital Advisors
Minnesota
$3.19M +$201K +9,642 +7%
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$3.17M +$233K +11,166 +8%
SFG
146
Sovereign Financial Group
Connecticut
$3.15M +$47K +2,256 +2%
KLI
147
Kelman-Lazarov Inc
Tennessee
$3.13M -$134K -6,438 -4%
ACG
148
Allen Capital Group
Nebraska
$3.09M +$545K +26,184 +23%
FAIM
149
Financial Advocates Investment Management
Washington
$3.08M +$711K +34,149 +32%
SWM
150
Sculati Wealth Management
Michigan
$3.08M +$98.7K +4,740 +3%