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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SeaCrest Wealth Management
New York
$4.44M +$193K +7,821 +5%
ECG
152
Edge Capital Group
Georgia
$4.42M -$47K -1,902 -1%
CFA
153
Cahill Financial Advisors
Minnesota
$4.26M -$21.7K -879 -0.5%
ACA
154
Affinity Capital Advisors
California
$4.17M -$14.8K -597 -0.4%
TC
155
TownSquare Capital
Utah
$4.16M +$226K +9,162 +6%
VBWMG
156
Von Berge Wealth Management Group
California
$4.14M +$23.5K +951 +0.6%
HWM
157
HB Wealth Management
Georgia
$4.12M -$589K -23,832 -13%
LFP
158
Leeward Financial Partners
Washington
$4.04M -$663K -26,826 -14%
EFG
159
Embree Financial Group
Illinois
$4.03M +$60.8K +2,460 +2%
DWM
160
Dakota Wealth Management
Florida
$4.03M +$698K +28,242 +21%
FVWA
161
Foster Victor Wealth Advisors
South Carolina
$4.02M -$18.5K -747 -0.5%
SDWMA
162
Schneider Downs Wealth Management Advisors
Pennsylvania
$4M -$344K -13,929 -8%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$3.98M +$299K +12,108 +8%
AFTS
164
American Financial & Tax Strategies
New York
$3.91M +$2.52K +102 +0.1%
NFG
165
Nadler Financial Group
Illinois
$3.87M -$138K -5,595 -3%
WA
166
Waterford Advisors
New York
$3.78M +$19.3K +780 +0.5%
GB
167
Gunma Bank
Japan
$3.7M -$3.71M -150,000 -50%
BBPWM
168
Blue Bell Private Wealth Management
Pennsylvania
$3.67M -$45.4K -1,836 -1%
ZRP
169
Zynergy Retirement Planning
New Jersey
$3.62M +$3.62M +146,532 New
WCA
170
Waypoint Capital Advisors
Minnesota
$3.6M -$1.06M -43,074 -23%
EFG
171
Everhart Financial Group
Ohio
$3.55M +$61.4K +2,484 +2%
MSFS
172
Main Street Financial Solutions
Pennsylvania
$3.46M +$177K +7,176 +5%
DAS
173
Dynamic Advisor Solutions
Arizona
$3.44M +$93.8K +3,798 +3%
LIM
174
Leavell Investment Management
Alabama
$3.36M -$79.2K -3,204 -2%
RIA
175
Retirement Investment Advisors
Oklahoma
$3.33M +$3.33M +134,853 New