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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
176
Grey Fox Wealth Advisors
Delaware
$5.06M +$1.09M +41,550 +29%
SW
177
SteelPeak Wealth
California
$5.05M +$4.8M +182,496 New
RI
178
Rinkey Investments
California
$4.86M +$3.04M +115,748 +193%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$4.83M +$1.33M +50,682 +41%
CAWM
180
Capital Advisors Wealth Management
Washington
$4.81M +$631K +24,006 +16%
NFG
181
Nadler Financial Group
Illinois
$4.77M -$397K -15,096 -8%
LFP
182
Leeward Financial Partners
Washington
$4.77M +$61.2K +2,328 +1%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$4.75M +$235K +8,953 +5%
SWM
184
SeaCrest Wealth Management
New York
$4.72M -$3.42K -130 -0.1%
SS
185
Sunbelt Securities
Texas
$4.65M +$31.4K +1,195 +0.7%
EFG
186
Embree Financial Group
Illinois
$4.61M -$21.3K -809 -0.5%
EFG
187
Everhart Financial Group
Ohio
$4.61M +$335K +12,740 +8%
MWM
188
Meridian Wealth Management
Kentucky
$4.54M -$128K -4,864 -3%
GBFP
189
Golden Bell Financial Planning
Georgia
$4.45M -$228K -8,687 -5%
MCCA
190
Mill Creek Capital Advisors
Pennsylvania
$4.45M +$3.17M +120,582 +299%
NDSI
191
Newman Dignan & Sheerar Inc
Rhode Island
$4.41M -$127K -4,838 -3%
LWM
192
Lighthouse Wealth Management
Ohio
$4.4M -$8.78K -334 -0.2%
DWM
193
Dakota Wealth Management
Florida
$4.35M -$587K -22,338 -12%
VBWMG
194
Von Berge Wealth Management Group
California
$4.32M +$1.79K +68 +0%
SFA
195
Sequoia Financial Advisors
Ohio
$4.25M -$2.01M -76,619 -33%
BWM
196
Brown Wealth Management
Illinois
$4.19M +$1.53M +58,030 +62%
CCG
197
Coastwise Capital Group
California
$4.15M +$688K +26,186 +21%
ACA
198
Affinity Capital Advisors
California
$4.15M -$48.2K -1,835 -1%
WA
199
Waterford Advisors
New York
$4.13M +$5M +190,327 +130%
WIA
200
Westbourne Investment Advisors
Maryland
$4.11M +$76.6K +2,916 +2%