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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
$5.15M +$263K +12,210 +5%
EFS
127
Econ Financial Services
Pennsylvania
$5.07M +$5.6M +260,139 New
CAWM
128
Capital Advisors Wealth Management
Washington
$5M +$1.19M +55,266 +27%
RJA
129
Raymond James & Associates
Florida
$4.84M +$53.3K +2,478 +1%
FFP
130
Forbes Financial Planning
Rhode Island
$4.84M +$229K +10,632 +4%
JJBC
131
James J. Burns & Company
New York
$4.72M +$5.21M +241,827 New
SS
132
Sunbelt Securities
Texas
$4.64M +$388K +18,045 +8%
LFP
133
Leeward Financial Partners
Washington
$4.62M +$49.3K +2,289 +1%
NRI
134
NFP Retirement Inc
California
$4.52M -$811K -37,686 -14%
GWM
135
GSB Wealth Management
Connecticut
$4.5M +$950K +44,118 +24%
First Trust Advisors
136
First Trust Advisors
Illinois
$4.44M -$52.9K -2,457 -1%
ACA
137
Affinity Capital Advisors
California
$4.41M +$439K +20,382 +10%
TWM
138
Thrive Wealth Management
Pennsylvania
$4.39M +$1.55M +71,916 +47%
GWS
139
Glassman Wealth Services
Virginia
$4.29M -$209K -9,687 -4%
PL
140
Polianta Ltd
Jersey
$4.27M +$4.71M +219,000 New
HWM
141
HB Wealth Management
Georgia
$4.2M -$156K -7,230 -3%
SWM
142
SeaCrest Wealth Management
New York
$4.19M +$40.2K +1,869 +0.9%
CMP
143
Courage Miller Partners
Virginia
$4.19M +$114K +5,310 +3%
RA
144
Riversedge Advisors
Delaware
$4.17M +$4.2M +195,114 +1,032%
BAM
145
Berkshire Asset Management
Pennsylvania
$4.11M -$30.7K -1,428 -0.7%
CG
146
Colony Group
Massachusetts
$4.09M -$98K -4,551 -2%
IFS
147
Ifrah Financial Services
Arkansas
$4.07M -$113K -5,271 -2%
MWM
148
Meridian Wealth Management
Kentucky
$4.06M -$2.96M -137,367 -40%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$4.03M +$372K +17,301 +9%
AAS
150
Avantax Advisory Services
Texas
$4M +$83.8K +3,891 +2%