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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
151
Summit Financial
New Jersey
$5.01M -$215K -8,358 -4%
NDSI
152
Newman Dignan & Sheerar Inc
Rhode Island
$4.91M +$9.17M +356,808 +187%
RDIA
153
RE Dickinson Investment Advisors
Iowa
$4.89M +$694 +27 +0%
SWM
154
SeaCrest Wealth Management
New York
$4.84M +$24.7K +960 +0.5%
CFA
155
Cahill Financial Advisors
Minnesota
$4.77M +$143K +5,553 +3%
ECG
156
Edge Capital Group
Georgia
$4.76M -$32.6K -1,269 -0.7%
MWM
157
Meridian Wealth Management
Kentucky
$4.54M +$4.35M +169,476 New
EFG
158
Embree Financial Group
Illinois
$4.5M +$114K +4,452 +3%
IWM
159
IHT Wealth Management
Illinois
$4.47M +$1.89M +73,698 +79%
LFP
160
Leeward Financial Partners
Washington
$4.46M +$72.3K +2,814 +2%
SDWMA
161
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.41M +$67.8K +2,640 +2%
DWM
162
Dakota Wealth Management
Florida
$4.28M -$67K -2,610 -2%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$4.24M -$68.7K -2,676 -2%
NFG
164
Northeast Financial Group
Pennsylvania
$4.2M +$4.02M +156,594 New
EWA
165
EP Wealth Advisors
California
$4.18M +$753K +29,319 +23%
ACA
166
Affinity Capital Advisors
California
$4.17M -$341K -13,272 -8%
AFTS
167
American Financial & Tax Strategies
New York
$4.16M -$76.4K -2,973 -2%
EFG
168
Everhart Financial Group
Ohio
$4.12M +$255K +9,912 +7%
NFG
169
Nadler Financial Group
Illinois
$4.1M -$88.6K -3,450 -2%
TC
170
TownSquare Capital
Utah
$4.09M -$401K -15,609 -9%
VBWMG
171
Von Berge Wealth Management Group
California
$4.04M +$7.04M +273,939 +163%
WCA
172
Waypoint Capital Advisors
Minnesota
$3.98M +$64.6K +2,514 +2%
WA
173
Waterford Advisors
New York
$3.97M -$122K -4,743 -3%
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$3.94M -$38.2K -1,488 -1%
FVWA
175
Foster Victor Wealth Advisors
South Carolina
$3.92M -$259K -10,086 -6%