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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
201
Everhart Financial Group
Ohio
$2.29M +$333K +15,489 +15%
ACG
202
Allen Capital Group
Nebraska
$2.29M +$25.1K +1,167 +1%
ADL
203
Asset Dedication LLC
California
$2.25M +$2.49M +115,545 New
MA
204
MBA Advisors
Pennsylvania
$2.24M +$67.7K +3,147 +3%
Goldman Sachs
205
Goldman Sachs
New York
$2.23M +$740K +34,389 +43%
PFA
206
Pure Financial Advisors
California
$2.19M +$23.4K +1,089 +1%
MFG
207
MidWestOne Financial Group
Iowa
$2.16M +$1.08M +50,208 +83%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$2.16M +$2.38M +110,529 New
LTL
209
Lowery Thomas LLC
California
$2.15M +$864K +40,119 +57%
FA
210
Fagan Associates
New York
$2.12M +$1.29K +60 +0.1%
CA
211
CGN Advisors
Kansas
$2.1M +$2.32M +107,766 New
CCG
212
Coastwise Capital Group
California
$2.09M -$18.6K -864 -0.8%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$2.08M +$9.49K +441 +0.4%
WIC
214
Woodmont Investment Counsel
Tennessee
$2.05M -$32.3K -1,500 -1%
IWC
215
Integrated Wealth Concepts
Massachusetts
$2.03M +$164K +7,641 +8%
AF
216
Advisornet Financial
Minnesota
$2M -$30K -1,395 -1%
AWM
217
AE Wealth Management
Kansas
$1.99M +$643K +29,862 +41%
CFG
218
Cooper Financial Group
California
$1.98M -$238K -11,064 -10%
JMPWA
219
JP Morgan Private Wealth Advisors
California
$1.97M +$100K +4,656 +5%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$1.96M +$17.8K +825 +0.8%
SFG
221
Sovereign Financial Group
Connecticut
$1.92M -$123K -5,715 -5%
WI
222
Wintrust Investments
Illinois
$1.92M +$32.5K +1,512 +2%
SPIA
223
Steward Partners Investment Advisory
New York
$1.91M +$1.68M +77,916 +385%
BFM
224
Broadview Financial Management
Wisconsin
$1.88M -$49.7K -2,310 -2%
BMM
225
Berkshire Money Management
Massachusetts
$1.86M -$3.55M -164,952 -63%