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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
151
Foster Victor Wealth Advisors
South Carolina
$4.04M +$51.1K +2,157 +1%
PWM
152
Perigon Wealth Management
California
$4.03M +$321K +13,578 +9%
LFP
153
Leeward Financial Partners
Washington
$3.99M +$317K +13,377 +9%
CI
154
Conning Inc
Connecticut
$3.69M -$294K -12,411 -7%
SWM
155
Sculati Wealth Management
Michigan
$3.66M +$159K +6,723 +5%
CFA
156
Cahill Financial Advisors
Minnesota
$3.61M -$1.09M -45,966 -23%
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$3.59M +$23.7K +999 +0.7%
AA
158
Apriem Advisors
California
$3.59M +$243K +10,260 +7%
AC
159
Avant Capital
Louisiana
$3.57M +$195K +8,220 +6%
BWL
160
Bogart Wealth LLC
Virginia
$3.56M +$477K +20,136 +16%
MMHP
161
Murphy Middleton Hinkle & Parker
Georgia
$3.55M +$232K +9,789 +7%
SF
162
Safeguard Financial
Wisconsin
$3.55M +$3.53M +149,259 New
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$3.54M +$170K +7,197 +5%
GWA
164
GGM Wealth Advisors
Maryland
$3.45M +$3.41M +144,036 New
Goldman Sachs
165
Goldman Sachs
New York
$3.44M +$3.42M +144,597 New
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$3.42M +$757K +31,959 +29%
VBWMG
167
Von Berge Wealth Management Group
California
$3.42M +$63.6K +2,688 +2%
HIF
168
Hill Island Financial
Michigan
$3.36M -$22.5K -951 -0.7%
Truist Financial
169
Truist Financial
North Carolina
$3.36M +$1.02M +42,948 +44%
BCM
170
Barden Capital Management
Texas
$3.3M +$217K +9,153 +7%
PA
171
Parallel Advisors
California
$3.29M -$30.3K -1,278 -0.9%
RCIM
172
Red Cedar Investment Management
Michigan
$3.29M
DP
173
DDD Partners
Washington
$3.27M +$185K +7,812 +6%
AWG
174
Altus Wealth Group
Colorado
$3.25M +$193K +8,148 +6%
BWM
175
BerganKDV Wealth Management
Minnesota
$3.25M -$74.2K -3,135 -2%