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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFP
176
Leeward Financial Partners
Washington
$2.95M +$71.4K +3,180 +2%
HIF
177
Hill Island Financial
Michigan
$2.88M +$943 +42 +0%
EFG
178
Everhart Financial Group
Ohio
$2.86M -$66.9K -2,979 -2%
LIA
179
LifePlan Investment Advisors
North Carolina
$2.77M +$40.7K +1,812 +1%
DAS
180
Dynamic Advisor Solutions
Arizona
$2.77M +$109K +4,851 +4%
SDWMA
181
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.74M -$535K -23,826 -16%
DPI
182
Diversified Portfolios Inc
Michigan
$2.74M +$464K +20,655 +19%
AA
183
Apriem Advisors
California
$2.73M -$129K -5,760 -4%
PFO
184
Pathstone Family Office
New Jersey
$2.7M +$5.86K +261 +0.2%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$2.67M -$1.03M -45,714 -27%
VC
186
Veery Capital
Delaware
$2.67M +$5.32K +237 +0.2%
Truist Financial
187
Truist Financial
North Carolina
$2.66M +$35.8K +1,596 +1%
TF
188
Theory Financial
Colorado
$2.63M -$307K -13,689 -10%
MSFS
189
Main Street Financial Solutions
Pennsylvania
$2.62M +$2.08M +92,613 +316%
NSAM
190
North Star Asset Management
Wisconsin
$2.61M -$46.8K -2,085 -2%
EWA
191
EP Wealth Advisors
California
$2.61M +$233K +10,395 +9%
AWG
192
Altus Wealth Group
Colorado
$2.56M +$22.8K +1,014 +0.9%
RJA
193
Raymond James & Associates
Florida
$2.5M +$61.7K +2,748 +2%
BOPW
194
Brandywine Oak Private Wealth
Pennsylvania
$2.45M -$15.1K -672 -0.6%
CCG
195
Coastwise Capital Group
California
$2.43M -$39K -1,737 -2%
NRI
196
NFP Retirement Inc
California
$2.38M +$163K +7,248 +7%
NFG
197
Nadler Financial Group
Illinois
$2.36M -$69.4K -3,090 -3%
VFIC
198
Valley Forge Investment Consultants
Pennsylvania
$2.35M +$5.93K +264 +0.2%
MFT
199
Moisand Fitzgerald Tamayo
Florida
$2.32M -$472K -21,009 -16%
ADL
200
Asset Dedication LLC
California
$2.26M -$110K -4,890 -4%