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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
Weinberger Asset Management
California
$8.31M -$311K -11,837 -4%
SDWMA
127
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.19M +$2.75M +104,747 +55%
US Bancorp
128
US Bancorp
Minnesota
$7.91M -$712K -27,106 -9%
TWM
129
Thrive Wealth Management
Pennsylvania
$7.88M +$1.17M +44,502 +19%
GPFA
130
Game Plan Financial Advisors
Ohio
$7.88M +$1.8M +68,564 +34%
CKAIS
131
Christensen King & Associates Investment Services
Washington
$7.82M -$88.7K -3,375 -1%
RGF
132
Retirement Guys Formula
Ohio
$7.79M +$7.4M +281,500 New
NFG
133
Northeast Financial Group
Pennsylvania
$7.62M +$1.8M +68,303 +33%
CMP
134
Courage Miller Partners
Virginia
$7.58M +$151K +5,727 +2%
EWA
135
Exencial Wealth Advisors
Oklahoma
$7.45M +$497K +18,929 +8%
CSF
136
Capital Squared Financial
Maryland
$7.3M +$6.94M +263,885 New
IWC
137
Integrated Wealth Concepts
Massachusetts
$7.19M +$102K +3,876 +2%
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$7.04M -$1.12M -42,479 -12%
MMHP
139
Murphy Middleton Hinkle & Parker
Georgia
$7.02M
CI
140
Conning Inc
Connecticut
$7.02M
GIA
141
Gladstone Institutional Advisory
Florida
$7.02M +$208K +7,897 +3%
EWA
142
EP Wealth Advisors
California
$6.88M +$2.8M +106,603 +75%
PSCM
143
Per Stirling Capital Management
Texas
$6.79M +$276K +10,485 +4%
SAI
144
Savvy Advisors Inc
New York
$6.59M +$6.26M +238,046 New
CM
145
Columbus Macro
Pennsylvania
$6.56M -$335K -12,748 -5%
BAM
146
Berkshire Asset Management
Pennsylvania
$6.48M +$112K +4,257 +2%
FF
147
Friday Financial
Iowa
$6.34M -$73.4K -2,792 -1%
VWA
148
Visionary Wealth Advisors
Illinois
$6.28M +$565K +21,506 +10%
PMG
149
ProVise Management Group
Florida
$6.25M -$96.2K -3,661 -2%
BCM
150
Brookstone Capital Management
Illinois
$6.24M +$68.8K +2,619 +1%