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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
$5.41M +$138K +4,709 +3%
SA
177
Sanctuary Advisors
Indiana
$5.41M +$4.12M +141,062 +339%
WIA
178
Westbourne Investment Advisors
Maryland
$5.41M +$261K +8,916 +5%
MSFS
179
Main Street Financial Solutions
Pennsylvania
$5.4M -$160K -5,471 -3%
LFP
180
Leeward Financial Partners
Washington
$5.26M -$40.7K -1,394 -0.8%
RI
181
Rinkey Investments
California
$5.2M
AWM
182
Apex Wealth Management
New Hampshire
$5.17M +$346K +11,843 +8%
SKK
183
Shepherd Kaplan Krochuk
Massachusetts
$5.15M -$464K -15,862 -8%
GFWA
184
Grey Fox Wealth Advisors
Delaware
$5.11M -$270K -9,236 -5%
MWM
185
Meridian Wealth Management
Kentucky
$5.09M +$232K +7,931 +5%
SWP
186
Stratos Wealth Partners
Ohio
$4.99M +$1.55M +52,912 +46%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$4.87M +$121K +4,129 +3%
NHT
188
New Hampshire Trust
New Hampshire
$4.85M +$2.4M +82,254 +101%
SWM
189
SeaCrest Wealth Management
New York
$4.85M -$67.4K -2,306 -1%
BWM
190
Brown Wealth Management
Illinois
$4.78M +$245K +8,383 +5%
EFG
191
Embree Financial Group
Illinois
$4.75M -$153K -5,235 -3%
DWM
192
Dakota Wealth Management
Florida
$4.75M +$71.7K +2,452 +2%
CCG
193
Coastwise Capital Group
California
$4.68M +$77.6K +2,656 +2%
SFA
194
Sequoia Financial Advisors
Ohio
$4.66M +$37.3K +1,277 +0.8%
NDSI
195
Newman Dignan & Sheerar Inc
Rhode Island
$4.65M -$25K -854 -0.5%
OCM
196
One Capital Management
California
$4.64M -$855K -29,251 -16%
RIA
197
Retirement Investment Advisors
Oklahoma
$4.62M +$331K +11,331 +8%
GBFP
198
Golden Bell Financial Planning
Georgia
$4.52M -$87.7K -3,001 -2%
NA
199
NewEdge Advisors
Louisiana
$4.45M -$8.04K -275 -0.2%
WF
200
Warner Financial
Maryland
$4.44M +$232K +7,926 +6%