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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
151
Conning Inc
Connecticut
$5.62M
WA
152
Waverly Advisors
Alabama
$5.56M +$238K +8,799 +4%
GWS
153
Glassman Wealth Services
Virginia
$5.55M +$35.4K +1,313 +0.6%
VWA
154
Visionary Wealth Advisors
Illinois
$5.45M -$290K -10,729 -5%
SW
155
SteelPeak Wealth
California
$5.39M +$5.58M +206,775 New
SKK
156
Shepherd Kaplan Krochuk
Massachusetts
$5.26M -$807K -29,898 -13%
PFA
157
Petra Financial Advisors
Colorado
$5.16M +$76.6K +2,837 +1%
WRPWM
158
Werba Rubin Papier Wealth Management
California
$5.15M +$33.6K +1,245 +0.6%
PIA
159
Panoramic Investment Advisors
Colorado
$5.08M +$18.7K +694 +0.4%
AC
160
Avant Capital
Louisiana
$5.08M +$5.26M +194,760 New
RDIA
161
RE Dickinson Investment Advisors
Iowa
$5.06M +$306K +11,321 +6%
SF
162
Summit Financial
New Jersey
$5.03M +$156K +5,775 +3%
SDWMA
163
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.96M +$689K +25,528 +15%
RWM
164
RKL Wealth Management
Pennsylvania
$4.93M -$974K -36,095 -16%
SWM
165
SpringVest Wealth Management
Texas
$4.9M +$5.07M +187,863 New
Fidelity Investments
166
Fidelity Investments
Massachusetts
$4.89M -$352K -13,052 -7%
NFG
167
Nadler Financial Group
Illinois
$4.78M +$812K +30,095 +20%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$4.77M +$656K +24,298 +15%
CPA
169
Cathy Pareto & Associates
Florida
$4.72M +$4.89M +181,195 New
SS
170
Sunbelt Securities
Texas
$4.68M -$4.48M -165,901 -48%
GBFP
171
Golden Bell Financial Planning
Georgia
$4.67M +$4.84M +179,291 New
NDSI
172
Newman Dignan & Sheerar Inc
Rhode Island
$4.67M -$9.95M -368,675 -67%
NFG
173
Northeast Financial Group
Pennsylvania
$4.66M +$595K +22,045 +14%
CFA
174
Cahill Financial Advisors
Minnesota
$4.58M -$66.4K -2,461 -1%
ECG
175
Edge Capital Group
Georgia
$4.55M -$85.1K -3,154 -2%