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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
176
Capital Advisors Wealth Management
Washington
$5.18M +$123K +4,320 +2%
RI
177
Rinkey Investments
California
$5.11M
WIA
178
Westbourne Investment Advisors
Maryland
$5.06M +$719K +25,316 +17%
EFG
179
Embree Financial Group
Illinois
$4.82M -$24K -844 -0.5%
VWA
180
VSM Wealth Advisory
Maryland
$4.78M +$5M +176,066 +771%
MWM
181
Meridian Wealth Management
Kentucky
$4.77M -$4.89K -172 -0.1%
SWM
182
SeaCrest Wealth Management
New York
$4.76M -$210K -7,380 -4%
EFG
183
Everhart Financial Group
Ohio
$4.74M -$110K -3,875 -2%
MCCA
184
Mill Creek Capital Advisors
Pennsylvania
$4.68M +$256 +9 +0%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$4.67M -$401K -14,124 -8%
DWM
186
Dakota Wealth Management
Florida
$4.6M +$24.1K +849 +0.5%
NDSI
187
Newman Dignan & Sheerar Inc
Rhode Island
$4.59M -$51.7K -1,818 -1%
SFA
188
Sequoia Financial Advisors
Ohio
$4.55M +$74.2K +2,610 +2%
GBFP
189
Golden Bell Financial Planning
Georgia
$4.53M -$153K -5,388 -3%
CCG
190
Coastwise Capital Group
California
$4.52M +$154K +5,431 +4%
AWM
191
Apex Wealth Management
New Hampshire
$4.51M +$217K +7,650 +5%
JWCA
192
J.W. Cole Advisors
Florida
$4.47M +$1.32M +46,603 +44%
BWM
193
Brown Wealth Management
Illinois
$4.46M +$44.3K +1,560 +1%
NA
194
NewEdge Advisors
Louisiana
$4.38M +$1.48M +52,209 +53%
WA
195
Waterford Advisors
New York
$4.35M -$5.31M -186,827 -56%
ACA
196
Affinity Capital Advisors
California
$4.33M -$34K -1,196 -0.8%
Renaissance Technologies
197
Renaissance Technologies
New York
$4.33M +$1.18M +41,700 +39%
RIA
198
Retirement Investment Advisors
Oklahoma
$4.21M -$5.94K -209 -0.1%
NFG
199
Nadler Financial Group
Illinois
$4.17M -$832K -29,270 -17%
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
$4.14M -$25.1K -883 -0.6%