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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Cahill Financial Advisors
Minnesota
$631K +$607K +46,476 New
PMG
27
ProVise Management Group
Florida
$584K -$1.67M -128,151 -75%
Ameriprise
28
Ameriprise
Minnesota
$534K +$27.7K +2,121 +6%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$489K +$97.8K +7,488 +26%
CDIA
30
Capital Directions Investment Advisors
Georgia
$439K -$22.9K -1,752 -5%
SI
31
SII Investments
Wisconsin
$405K +$392K +30,000 New
DSC
32
Duncker Streett & Co
Missouri
$391K +$313 +24 +0.1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$387K -$14.8K -1,137 -4%
AA
34
Alesco Advisors
New York
$353K +$8.7K +666 +3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$318K +$137K +10,455 +81%
VCP
36
Vista Capital Partners
Oregon
$266K +$353 +27 +0.1%
BO
37
BRR OpCo
Ohio
$265K +$1.65K +126 +0.6%
Bank of America
38
Bank of America
North Carolina
$255K +$125K +9,609 +105%
NFG
39
Nadler Financial Group
Illinois
$244K +$235K +18,000 New
MA
40
MUFG Americas
New York
$237K +$228K +17,433 New
Morgan Stanley
41
Morgan Stanley
New York
$226K +$217K +16,623 New
FM
42
Foster & Motley
Ohio
$222K +$213K +16,320 New
MFS
43
MSI Financial Services
Massachusetts
$114K +$63.6K +4,869 +138%
PFA
44
Paradigm Financial Advisors
Missouri
$98K +$94.1K +7,206 New
Wells Fargo
45
Wells Fargo
California
$68K +$53.4K +4,092 +456%
MAS
46
Madden Advisory Services
Florida
$49K +$14.7K +1,125 +45%
AIG
47
American International Group
New York
$38.5K -$4.23K -324 -10%
BC
48
Bartlett & Co
Ohio
$37K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$32K +$31.1K +2,385 New
EK
50
Evensky & Katz
Florida
$24K +$744 +57 +3%