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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
Raffa Wealth Management
District of Columbia
$76.2K
SA
177
SRH Advisors
Kansas
$69K
BCM
178
Blume Capital Management
California
$66K +$399 +24 +0.6%
HDIM
179
Hanson & Doremus Investment Management
Vermont
$48K -$22.1K -1,329 -32%
NIC
180
Northwest Investment Counselors
Oregon
$45K +$44.9K +2,700 New
GRP
181
Global Retirement Partners
California
$43K +$24.7K +1,485 +136%
DADC
182
D.A. Davidson & Co
Montana
$42K
WCG
183
Wall Capital Group
Arizona
$41K
PMFA
184
Plante Moran Financial Advisors
Michigan
$38K +$37.4K +2,250 New
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$36K +$36.1K +2,172 New
NFG
186
Next Financial Group
Texas
$34K
GBBWRPM
187
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$34K +$249 +15 +0.7%
PAI
188
Pittenger & Anderson Inc
Nebraska
$31K
PSUF
189
People's United Financial
Connecticut
$29K
SEI Investments
190
SEI Investments
Pennsylvania
$26K -$74.3K -4,470 -74%
ACM
191
Armbruster Capital Management
New York
$25K
CTC
192
Central Trust Company
Missouri
$23K +$23.3K +1,404 New
VWA
193
V Wealth Advisors
Kansas
$15K +$15.1K +906 New
TAIM
194
TD Ameritrade Investment Management
Nebraska
$14K -$60.1K -3,615 -81%
CFD
195
Creative Financial Designs
Indiana
$13K +$5.49K +330 +72%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.7K +762 New
AIM
197
Anchor Investment Management
South Carolina
$8.79K
SWA
198
Sutton Wealth Advisors
Florida
$8.13K
AIA
199
Armor Investment Advisors
North Carolina
$6K
PA
200
Parallel Advisors
California
$6K +$50 +3 +0.9%