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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Alesco Advisors
New York
$315K +$17.3K +1,383 +6%
BIT
27
BlackRock Institutional Trust
California
$287K +$289K +23,100 New
VKH
28
Virtu KCG Holdings
New York
$270K +$272K +21,684 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$269K +$271K +21,615 New
VCP
30
Vista Capital Partners
Oregon
$244K -$9.81K -783 -4%
BO
31
BRR OpCo
Ohio
$241K
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$161K +$26K +2,076 +19%
Bank of America
33
Bank of America
North Carolina
$114K +$114K +9,072 +7,376%
MFS
34
MSI Financial Services
Massachusetts
$44K +$37.6K +3,000 +581%
AIG
35
American International Group
New York
$39.3K +$11.3K +900 +40%
BC
36
Bartlett & Co
Ohio
$34K
MAS
37
Madden Advisory Services
Florida
$31K
EK
38
Evensky & Katz
Florida
$21K +$827 +66 +4%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$19K +$4.32K +345 +31%
S
40
SignatureFD
Georgia
$15K +$2.44K +195 +19%
PFG
41
Piershale Financial Group
Illinois
$12K +$1.09K +87 +10%
Wells Fargo
42
Wells Fargo
California
$11K -$526 -42 -4%
CEMP
43
Compass Efficient Model Portfolios
Tennessee
$10K +$9.7K +774 New
U
44
UBS
Switzerland
$5K -$1.5K -120 -22%
WA
45
WFG Advisors
Texas
$3K
Goldman Sachs
46
Goldman Sachs
New York
-$3.82M -316,503 Closed
DS
47
DRW Securities
Illinois
-$775K -64,227 Closed
HighTower Advisors
48
HighTower Advisors
Illinois
-$633K -52,455 Closed
RJFSA
49
Raymond James Financial Services Advisors
Florida
-$429K -35,565 Closed
SI
50
SII Investments
Wisconsin
-$407K -33,633 Closed