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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
151
North Star Asset Management
Wisconsin
$3M +$32.3K +1,551 +1%
NRI
152
NFP Retirement Inc
California
$2.98M +$831K +39,882 +41%
CM
153
Columbus Macro
Pennsylvania
$2.94M -$421K -20,220 -13%
FA
154
Financial Advisors
Massachusetts
$2.87M +$1.07M +51,426 +64%
SS
155
Sunbelt Securities
Texas
$2.82M +$1.5M +72,039 +125%
VC
156
Veery Capital
Delaware
$2.82M +$119K +5,733 +5%
EFG
157
Everhart Financial Group
Ohio
$2.79M -$53.8K -2,583 -2%
PFA
158
Pure Financial Advisors
California
$2.69M -$211K -10,125 -8%
NWS
159
Newport Wealth Strategies
California
$2.63M +$1.63M +78,150 +183%
DP
160
DDD Partners
Washington
$2.62M +$123K +5,898 +5%
BDF
161
Black Diamond Financial
Maryland
$2.59M +$7K +336 +0.3%
AA
162
Apriem Advisors
California
$2.57M +$1.43M +68,430 +137%
PWM
163
Perigon Wealth Management
California
$2.51M +$269K +12,906 +13%
PAS
164
Park Avenue Securities
New York
$2.51M +$560K +26,868 +30%
WSTAM
165
Wilbanks Smith & Thomas Asset Management
Virginia
$2.46M -$264K -12,654 -10%
FANJ
166
Financial Architects (New Jersey)
New Jersey
$2.45M -$14.2K -681 -0.6%
FTUS
167
Flow Traders U.S.
New York
$2.41M +$1.08M +52,077 +89%
BFM
168
Broadview Financial Management
Wisconsin
$2.4M -$264K -12,693 -10%
MMHP
169
Murphy Middleton Hinkle & Parker
Georgia
$2.4M +$496K +23,811 +28%
Goldman Sachs
170
Goldman Sachs
New York
$2.38M +$2.28M +109,620 New
FA
171
Fagan Associates
New York
$2.32M -$78.7K -3,780 -3%
VFIC
172
Valley Forge Investment Consultants
Pennsylvania
$2.31M +$200K +9,591 +10%
WIC
173
Woodmont Investment Counsel
Tennessee
$2.29M +$12.5K +600 +0.6%
SDWMA
174
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.28M +$856K +41,073 +64%
IAIM
175
International Assets Investment Management
Florida
$2.22M +$794K +38,121 +97%