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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
176
Main Street Financial Solutions
Pennsylvania
$6.86M +$146K +4,436 +2%
GPFA
177
Game Plan Financial Advisors
Ohio
$6.73M -$231K -7,027 -4%
SWM
178
SpringVest Wealth Management
Texas
$6.69M +$30.4K +924 +0.5%
CAWM
179
Capital Advisors Wealth Management
Washington
$6.69M +$6.13K +186 +0.1%
SF
180
Summit Financial
New Jersey
$6.68M -$243K -7,365 -4%
WIA
181
Westbourne Investment Advisors
Maryland
$6.67M +$71.9K +2,184 +1%
CM
182
Columbus Macro
Pennsylvania
$6.66M -$178K -5,418 -3%
SAI
183
Savvy Advisors Inc
New York
$6.65M -$1.22M -37,051 -16%
VFS
184
Valpey Financial Services
New Hampshire
$6.63M -$410K -12,438 -6%
AQR Capital Management
185
AQR Capital Management
Connecticut
$6.55M +$1.18M +35,971 +24%
RIA
186
Retirement Investment Advisors
Oklahoma
$6.41M +$1.04M +31,564 +20%
CFA
187
Cahill Financial Advisors
Minnesota
$6.41M +$32.5K +987 +0.5%
LFP
188
Leeward Financial Partners
Washington
$6.32M +$127K +3,856 +2%
MWM
189
Meridian Wealth Management
Kentucky
$6.17M +$134K +4,071 +2%
RI
190
Rinkey Investments
California
$6.12M
OFS
191
OneAscent Financial Services
Alabama
$6.11M +$389K +11,819 +7%
Stifel Financial
192
Stifel Financial
Missouri
$6.08M +$426K +12,926 +8%
JWCA
193
J.W. Cole Advisors
Florida
$6.01M +$5.68M +172,580 New
GFWA
194
Grey Fox Wealth Advisors
Delaware
$6M +$5.57K +169 +0.1%
AWM
195
Apex Wealth Management
New Hampshire
$5.89M +$178K +5,389 +3%
DWM
196
Dakota Wealth Management
Florida
$5.89M +$265K +8,030 +5%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$5.85M +$4.22M +128,213 +321%
WF
198
Warner Financial
Maryland
$5.67M +$136K +4,138 +3%
BWM
199
Brown Wealth Management
Illinois
$5.6M -$41K -1,246 -0.8%
FFA
200
Florida Financial Advisors
Florida
$5.6M -$447K -13,583 -8%