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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATWA
126
Arbor Trust Wealth Advisors
Michigan
$5.24M +$294K +13,113 +5%
RJA
127
Raymond James & Associates
Florida
$5.12M +$838K +37,332 +18%
FFP
128
Forbes Financial Planning
Rhode Island
$4.92M +$77.2K +3,438 +1%
LFP
129
Leeward Financial Partners
Washington
$4.88M +$1.51M +67,239 +40%
SWA
130
Stratos Wealth Advisors
Ohio
$4.82M +$54.8K +2,442 +1%
FAIM
131
Financial Advocates Investment Management
Washington
$4.8M +$221K +9,864 +4%
First Trust Advisors
132
First Trust Advisors
Illinois
$4.78M +$2.78M +123,837 +117%
GWS
133
Glassman Wealth Services
Virginia
$4.78M -$170K -7,572 -3%
HWM
134
HB Wealth Management
Georgia
$4.63M +$2.09K +93 +0%
SS
135
Sunbelt Securities
Texas
$4.57M +$240K +10,686 +5%
FWM
136
Fortress Wealth Management
California
$4.47M -$1.62M -72,105 -25%
CG
137
Colony Group
Massachusetts
$4.46M -$31.4K -1,401 -0.6%
IFS
138
Ifrah Financial Services
Arkansas
$4.46M -$86K -3,831 -2%
IA
139
IFP Advisors
Florida
$4.44M
SWM
140
SeaCrest Wealth Management
New York
$4.43M +$15K +669 +0.3%
BAM
141
Berkshire Asset Management
Pennsylvania
$4.41M +$4.76M +212,037 New
CMP
142
Courage Miller Partners
Virginia
$4.36M +$153K +6,837 +3%
OAM
143
Oak Asset Management
California
$4.36M +$4.7M +209,520 New
ACA
144
Affinity Capital Advisors
California
$4.28M -$28.8K -1,281 -0.6%
AAS
145
Avantax Advisory Services
Texas
$4.18M -$720K -32,091 -14%
CAWM
146
Capital Advisors Wealth Management
Washington
$4.18M +$1.55M +69,252 +53%
CA
147
Continuum Advisory
Idaho
$4.12M +$68.7K +3,060 +2%
ECG
148
Edge Capital Group
Georgia
$4.03M +$212K +9,426 +5%
MFT
149
Moisand Fitzgerald Tamayo
Florida
$3.99M +$1.63M +72,555 +61%
GPFA
150
Game Plan Financial Advisors
Ohio
$3.95M -$82.2K -3,660 -2%