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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECG
151
Edge Capital Group
Georgia
$3.98M -$27.7K -1,269 -0.7%
CG
152
Colony Group
Massachusetts
$3.92M -$116K -5,304 -3%
PSCM
153
Per Stirling Capital Management
Texas
$3.88M +$93.3K +4,275 +3%
GFWA
154
Grey Fox Wealth Advisors
Delaware
$3.82M +$223K +10,203 +6%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$3.81M +$2.99M +136,818 +410%
AC
156
Avant Capital
Louisiana
$3.78M +$56.4K +2,583 +2%
TWM
157
Thrive Wealth Management
Pennsylvania
$3.75M -$765K -35,055 -17%
VBWMG
158
Von Berge Wealth Management Group
California
$3.7M +$41.5K +1,902 +1%
MMHP
159
Murphy Middleton Hinkle & Parker
Georgia
$3.69M +$11.3K +519 +0.3%
PFA
160
Petra Financial Advisors
Colorado
$3.67M +$3.21M +146,928 +860%
TC
161
TownSquare Capital
Utah
$3.61M +$3.53M +161,580 New
BBPWM
162
Blue Bell Private Wealth Management
Pennsylvania
$3.6M -$89.8K -4,113 -2%
CAG
163
Compass Advisory Group
New York
$3.51M -$335K -15,351 -9%
FWM
164
Fortress Wealth Management
California
$3.49M -$112K -5,133 -3%
DP
165
DDD Partners
Washington
$3.47M +$32K +1,464 +1%
WA
166
Waterford Advisors
New York
$3.39M
SDWMA
167
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.39M -$90.3K -4,134 -3%
CSPIA
168
Cary Street Partners Investment Advisory
Virginia
$3.28M +$49.1K +2,247 +2%
IA
169
IFP Advisors
Florida
$3.28M +$818K +37,446 +34%
CFA
170
Cahill Financial Advisors
Minnesota
$3.25M +$163K +7,458 +5%
DB
171
Dravo Bay
Delaware
$3.22M -$83.5K -3,825 -3%
GWA
172
GGM Wealth Advisors
Maryland
$3.15M -$90.1K -4,125 -3%
EFG
173
Everhart Financial Group
Ohio
$3.05M -$144K -6,576 -5%
TF
174
Theory Financial
Colorado
$3.04M +$485K +22,209 +20%
LFP
175
Leeward Financial Partners
Washington
$3M -$2.28M -104,211 -44%