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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Carlson Capital Management
Minnesota
$824K -$6.92K -516 -0.9%
PMG
27
ProVise Management Group
Florida
$786K +$191K +14,277 +33%
BCI
28
Brinker Capital Investments
Pennsylvania
$686K +$41K +3,054 +7%
Ameriprise
29
Ameriprise
Minnesota
$658K +$110K +8,208 +21%
GCA
30
Greenwood Capital Associates
South Carolina
$646K +$630K +47,010 New
CFA
31
Cahill Financial Advisors
Minnesota
$642K +$2.69K +201 +0.4%
Bank of America
32
Bank of America
North Carolina
$626K +$359K +26,808 +143%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$554K +$57.7K +4,305 +12%
STMM
34
South Texas Money Management
Texas
$541K +$528K +39,384 New
CAN
35
Cetera Advisor Networks
California
$452K -$676K -50,379 -61%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$438K +$113K +8,451 +36%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$432K +$40K +2,985 +10%
SI
38
SII Investments
Wisconsin
$419K +$7.4K +552 +2%
DSC
39
Duncker Streett & Co
Missouri
$396K +$362 +27 +0.1%
AA
40
Alesco Advisors
New York
$336K -$20.2K -1,503 -6%
RC
41
Roundview Capital
New Jersey
$336K +$328K +24,441 New
CDIA
42
Capital Directions Investment Advisors
Georgia
$331K -$111K -8,265 -26%
Morgan Stanley
43
Morgan Stanley
New York
$308K +$78.2K +5,829 +35%
BO
44
BRR OpCo
Ohio
$276K +$7.76K +579 +3%
VCP
45
Vista Capital Partners
Oregon
$266K -$3.9K -291 -1%
PAG
46
Private Advisor Group
New Jersey
$252K +$246K +18,375 New
MA
47
MUFG Americas
New York
$239K
FM
48
Foster & Motley
Ohio
$232K +$7.24K +540 +3%
ZIM
49
Zacks Investment Management
Illinois
$213K +$208K +15,492 New
PFA
50
Paradigm Financial Advisors
Missouri
$68K -$29.8K -2,223 -31%