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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$7.14M -$443K -16,395 -6%
BCI
127
Brinker Capital Investments
Pennsylvania
$6.92M -$873K -32,329 -11%
OPS
128
Orion Portfolio Solutions
Nebraska
$6.92M -$873K -32,329 -11%
TWM
129
Thrive Wealth Management
Pennsylvania
$6.88M +$230K +8,535 +3%
CMP
130
Courage Miller Partners
Virginia
$6.81M -$28.4K -1,052 -0.4%
CM
131
Columbus Macro
Pennsylvania
$6.65M +$5.24M +193,928 +317%
MMHP
132
Murphy Middleton Hinkle & Parker
Georgia
$6.63M +$1.07M +39,534 +18%
FFA
133
Florida Financial Advisors
Florida
$6.61M -$493K -18,251 -7%
EWA
134
Exencial Wealth Advisors
Oklahoma
$6.42M -$532K -19,701 -7%
GIA
135
Gladstone Institutional Advisory
Florida
$6.41M -$156K -5,794 -2%
CAM
136
Cresset Asset Management
Illinois
$6.38M +$66.4K +2,458 +1%
PP
137
PrairieView Partners
Minnesota
$6.35M -$613K -22,717 -9%
IWC
138
Integrated Wealth Concepts
Massachusetts
$6.31M +$802K +29,711 +14%
GB
139
Gunma Bank
Japan
$6.26M +$648K +24,000 +11%
PMG
140
ProVise Management Group
Florida
$6.22M -$135K -5,011 -2%
BAMG
141
Brand Asset Management Group
Missouri
$6.06M -$819K -30,327 -12%
FF
142
Friday Financial
Iowa
$5.92M +$6.13M +227,133 New
CAG
143
Curtis Advisory Group
California
$5.92M +$589K +21,832 +11%
PSCM
144
Per Stirling Capital Management
Texas
$5.91M +$110K +4,082 +2%
BL
145
BCWM LLC
Kansas
$5.82M +$6.02M +223,137 New
OCM
146
One Capital Management
California
$5.78M +$91.5K +3,389 +2%
IFS
147
Ifrah Financial Services
Arkansas
$5.75M -$28K -1,036 -0.5%
PFWA
148
Paces Ferry Wealth Advisors
Georgia
$5.71M +$81 +3 +0%
LTL
149
Lowery Thomas LLC
California
$5.7M +$13.8K +511 +0.2%
SFA
150
Sequoia Financial Advisors
Ohio
$5.66M -$155K -5,743 -3%