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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSF
126
Capital Squared Financial
Maryland
$9.84M +$521K +16,716 +5%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$9.8M -$3.56M -114,174 -26%
FF
128
Friday Financial
Iowa
$9.59M +$128K +4,094 +1%
CPA
129
Cathy Pareto & Associates
Florida
$9.54M +$2.09M +67,177 +27%
VAS
130
Vestmark Advisory Solutions
Massachusetts
$9.48M +$3.36M +107,788 +53%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$9.37M +$9.57M +307,225 New
ISWM
132
Independent Solutions Wealth Management
New York
$9.29M -$262K -8,401 -3%
SWA
133
Sightline Wealth Advisors
Connecticut
$9.02M +$4.81M +154,333 +109%
SDWMA
134
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.87M -$45.3K -1,454 -0.5%
TWM
135
Thrive Wealth Management
Pennsylvania
$8.8M -$95.5K -3,066 -1%
WP
136
WealthShield Partners
North Carolina
$8.76M -$1.69M -54,147 -16%
SWP
137
Sagespring Wealth Partners
Tennessee
$8.68M +$5.01M +160,897 +130%
CKAIS
138
Christensen King & Associates Investment Services
Washington
$8.63M +$374 +12 +0%
BCIM
139
Bishop & Co Investment Management
Pennsylvania
$8.52M -$1.99M -63,829 -19%
BAM
140
Berkshire Asset Management
Pennsylvania
$8.49M +$678K +21,755 +8%
VWA
141
Visionary Wealth Advisors
Illinois
$8.46M -$75.4K -2,421 -0.9%
MBI
142
May Barnhard Investments
Maryland
$8.38M -$276K -8,844 -3%
IAN
143
Integrated Advisors Network
Texas
$8.3M -$2.83M -90,884 -25%
BAMG
144
Brand Asset Management Group
Missouri
$8.29M +$2.25M +72,237 +36%
CMP
145
Courage Miller Partners
Virginia
$8.28M -$20.1K -646 -0.2%
PSCM
146
Per Stirling Capital Management
Texas
$8.19M +$197K +6,318 +2%
EWA
147
Exencial Wealth Advisors
Oklahoma
$8.17M -$295K -9,468 -3%
ACA
148
Ackerman Capital Advisors
Texas
$8.13M +$87K +2,791 +1%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$8.04M +$1.17M +37,466 +17%
PGWA
150
Plus Group Wealth Advisors
Wisconsin
$7.98M +$202K +6,487 +3%