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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Thrive Wealth Management
Pennsylvania
$6.1M +$2.17M +99,231 +61%
PFWA
127
Paces Ferry Wealth Advisors
Georgia
$6.03M -$44.9K -2,055 -0.8%
RWM
128
RKL Wealth Management
Pennsylvania
$6.01M -$180K -8,250 -3%
VWA
129
Visionary Wealth Advisors
Illinois
$5.95M -$9.59M -438,396 -63%
CA
130
Cetera Advisors
Colorado
$5.86M +$297K +13,575 +6%
MFG
131
MidWestOne Financial Group
Iowa
$5.67M +$723K +33,054 +16%
FFA
132
Florida Financial Advisors
Florida
$5.66M +$5.29M +242,130 New
CAM
133
Cresset Asset Management
Illinois
$5.65M -$154K -7,026 -3%
OCM
134
One Capital Management
California
$5.64M +$41.4K +1,893 +0.8%
SKK
135
Shepherd Kaplan Krochuk
Massachusetts
$5.59M -$484K -22,131 -8%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$5.37M -$387K -17,697 -7%
TC
137
TownSquare Capital
Utah
$5.31M -$664K -30,363 -12%
EWA
138
Exencial Wealth Advisors
Oklahoma
$5.3M +$4.96M +227,013 New
IFS
139
Ifrah Financial Services
Arkansas
$5.15M +$159K +7,251 +3%
LTL
140
Lowery Thomas LLC
California
$5.13M -$598K -27,363 -11%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$5.09M +$1.73M +79,251 +57%
NDSI
142
Newman Dignan & Sheerar Inc
Rhode Island
$5.03M -$289K -13,215 -6%
GWS
143
Glassman Wealth Services
Virginia
$5.02M -$108K -4,938 -2%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$5M +$4.68M +214,188 New
GPFA
145
Game Plan Financial Advisors
Ohio
$4.85M +$4.53M +207,372 New
CAG
146
Curtis Advisory Group
California
$4.77M -$1.04M -47,520 -19%
DPI
147
Diversified Portfolios Inc
Michigan
$4.74M +$1.65M +75,318 +59%
RDIA
148
RE Dickinson Investment Advisors
Iowa
$4.66M -$8.86K -405 -0.2%
WRPWM
149
Werba Rubin Papier Wealth Management
California
$4.63M -$30.2K -1,380 -0.7%
CAWM
150
Capital Advisors Wealth Management
Washington
$4.63M -$1.47M -67,437 -25%