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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
176
Blue Bell Private Wealth Management
Pennsylvania
$3.54M -$94.9K -4,341 -3%
BSW
177
Buckingham Strategic Wealth
Missouri
$3.51M -$566K -25,893 -15%
Pathstone Holdings
178
Pathstone Holdings
New Jersey
$3.48M +$3.25M +148,812 New
SAF
179
Smith Anglin Financial
Texas
$3.42M -$1.46M -66,669 -31%
EFG
180
Everhart Financial Group
Ohio
$3.35M +$216K +9,882 +7%
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$3.31M -$116K -5,298 -4%
GWA
182
GGM Wealth Advisors
Maryland
$3.23M -$64.2K -2,934 -2%
VBWMG
183
Von Berge Wealth Management Group
California
$3.22M -$568K -25,971 -16%
FWM
184
Fortress Wealth Management
California
$3.21M -$130K -5,955 -4%
SCM
185
Steele Capital Management
Iowa
$3.21M +$3.01M +137,547 New
DAS
186
Dynamic Advisor Solutions
Arizona
$3.19M +$177K +8,079 +6%
VC
187
Veery Capital
Delaware
$3.15M +$234K +10,710 +9%
IWM
188
IHT Wealth Management
Illinois
$3.12M -$274K -12,537 -9%
RIA
189
Retirement Investment Advisors
Oklahoma
$3.12M +$2.92M +133,470 New
LIA
190
LifePlan Investment Advisors
North Carolina
$3.09M +$73.2K +3,348 +3%
BCM
191
Barden Capital Management
Texas
$3.02M
GRP
192
Global Retirement Partners
California
$3.02M +$1.03M +47,136 +56%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$2.98M +$122K +5,583 +5%
AA
194
Apriem Advisors
California
$2.91M -$56.7K -2,595 -2%
Truist Financial
195
Truist Financial
North Carolina
$2.87M -$27K -1,236 -1%
GFWA
196
Grey Fox Wealth Advisors
Delaware
$2.86M -$1.12M -51,006 -29%
BOPW
197
Brandywine Oak Private Wealth
Pennsylvania
$2.85M +$177K +8,100 +7%
EWA
198
EP Wealth Advisors
California
$2.82M -$14.6K -669 -0.6%
CPRC
199
Consolidated Portfolio Review Corp
New York
$2.82M +$1.65M +75,519 +167%
AWG
200
Altus Wealth Group
Colorado
$2.79M +$8.2K +375 +0.3%