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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HB Wealth Management
Georgia
$4.5M -$213K -9,759 -5%
DB
152
Dravo Bay
Delaware
$4.5M +$1.1M +50,190 +35%
SF
153
Safeguard Financial
Wisconsin
$4.43M +$259K +11,835 +7%
SFG
154
StrategIQ Financial Group
Indiana
$4.4M +$59K +2,700 +1%
PFA
155
Petra Financial Advisors
Colorado
$4.37M +$119K +5,442 +3%
SF
156
Summit Financial
New Jersey
$4.36M -$20K -915 -0.5%
SWM
157
Sculati Wealth Management
Michigan
$4.34M +$59.3K +2,712 +1%
PIA
158
Panoramic Investment Advisors
Colorado
$4.27M +$46.8K +2,139 +1%
ECG
159
Edge Capital Group
Georgia
$4.22M +$152K +6,936 +4%
SCA
160
Stonebridge Capital Advisors
Minnesota
$4.22M +$15.3K +699 +0.4%
PSCM
161
Per Stirling Capital Management
Texas
$4.21M +$17.6K +804 +0.4%
CA
162
Continuum Advisory
Idaho
$4.12M +$3.08K +141 +0.1%
SWM
163
SeaCrest Wealth Management
New York
$4.11M -$506K -23,145 -12%
ACA
164
Affinity Capital Advisors
California
$4.01M -$561K -25,656 -13%
MWM
165
Meridian Wealth Management
Kentucky
$3.98M -$3.72M -170,181 -50%
DP
166
DDD Partners
Washington
$3.97M +$220K +10,047 +6%
MMHP
167
Murphy Middleton Hinkle & Parker
Georgia
$3.93M +$51.6K +2,358 +1%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$3.88M +$3.63M +166,152 New
NFG
169
Nadler Financial Group
Illinois
$3.78M +$1.14M +52,050 +47%
EFG
170
Embree Financial Group
Illinois
$3.78M +$3.53M +161,637 New
LFP
171
Leeward Financial Partners
Washington
$3.74M +$495K +22,656 +16%
CFA
172
Cahill Financial Advisors
Minnesota
$3.68M +$252K +11,517 +8%
LIM
173
Leavell Investment Management
Alabama
$3.62M -$511K -23,355 -13%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$3.62M +$1.56M +71,565 +86%
WA
175
Waterford Advisors
New York
$3.55M +$15.2K +696 +0.5%