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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
151
DDD Partners
Washington
$4.65M +$336K +14,022 +8%
PFA
152
Petra Financial Advisors
Colorado
$4.62M -$79.9K -3,333 -2%
Renaissance Technologies
153
Renaissance Technologies
New York
$4.6M +$2.73M +114,000 +168%
SCA
154
Stonebridge Capital Advisors
Minnesota
$4.6M +$29.8K +1,242 +0.7%
ECG
155
Edge Capital Group
Georgia
$4.58M +$647 +27 +0%
SDWMA
156
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.46M -$2.72M -113,445 -39%
CFA
157
Cahill Financial Advisors
Minnesota
$4.39M +$385K +16,074 +10%
SWM
158
SeaCrest Wealth Management
New York
$4.35M -$115K -4,788 -3%
ACA
159
Affinity Capital Advisors
California
$4.29M -$53.2K -2,220 -1%
RDIA
160
RE Dickinson Investment Advisors
Iowa
$4.28M -$732K -30,516 -15%
VBWMG
161
Von Berge Wealth Management Group
California
$4.24M +$691K +28,830 +21%
NFG
162
Nadler Financial Group
Illinois
$4.11M +$9.35K +390 +0.2%
EFG
163
Embree Financial Group
Illinois
$4.08M -$17.6K -732 -0.5%
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$4.05M -$148K -6,153 -4%
TC
165
TownSquare Capital
Utah
$4.03M -$1.63M -67,935 -30%
AFTS
166
American Financial & Tax Strategies
New York
$4.01M +$1.21M +50,457 +47%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$3.86M -$2.87M -119,586 -44%
FVWA
168
Foster Victor Wealth Advisors
South Carolina
$3.86M +$3.76M +156,900 New
WA
169
Waterford Advisors
New York
$3.85M
BBPWM
170
Blue Bell Private Wealth Management
Pennsylvania
$3.81M -$27.7K -1,155 -0.8%
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$3.77M +$3.02K +126 +0.1%
SWA
172
Stratos Wealth Advisors
Ohio
$3.62M -$3.73M -155,778 -52%
EFG
173
Everhart Financial Group
Ohio
$3.58M -$44.4K -1,851 -1%
ATWA
174
Arbor Trust Wealth Advisors
Michigan
$3.56M -$3.07M -127,956 -47%
LIM
175
Leavell Investment Management
Alabama
$3.5M -$400K -16,701 -11%