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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
ProVise Management Group
Florida
$1.2M -$383K -26,763 -24%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.11M +$146K +10,161 +15%
SFSG
28
Stearns Financial Services Group
North Carolina
$1.07M +$54K +3,768 +5%
AW
29
ACG Wealth
Georgia
$1.01M -$17.5K -1,224 -2%
STMM
30
South Texas Money Management
Texas
$936K +$194K +13,545 +26%
CCM
31
Carlson Capital Management
Minnesota
$852K
NFG
32
Nadler Financial Group
Illinois
$808K +$364K +25,452 +81%
TH
33
Timber Hill
Connecticut
$800K -$82.2K -5,742 -9%
AI
34
Atria Investments
North Carolina
$792K +$7.13K +498 +0.9%
BCI
35
Brinker Capital Investments
Pennsylvania
$784K +$8.51K +594 +1%
Morgan Stanley
36
Morgan Stanley
New York
$742K -$986K -68,889 -57%
Ameriprise
37
Ameriprise
Minnesota
$742K -$12.8K -891 -2%
Bank of America
38
Bank of America
North Carolina
$662K -$2.34M -163,311 -78%
EK
39
Evensky & Katz
Florida
$640K +$624K +43,551 +2,981%
WA
40
Winfield Associates
Ohio
$639K -$8.59K -600 -1%
CFA
41
Cahill Financial Advisors
Minnesota
$589K -$78.3K -5,469 -12%
GCA
42
Greenwood Capital Associates
South Carolina
$516K +$18.9K +1,320 +4%
SAM
43
Stringer Asset Management
Tennessee
$491K +$342K +23,907 +224%
GC
44
Garde Capital
Washington
$472K -$21.5K -1,500 -4%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$446K -$1.93K -135 -0.4%
AIM
46
Avity Investment Management
Connecticut
$414K
DSC
47
Duncker Streett & Co
Missouri
$411K +$344 +24 +0.1%
AA
48
Alesco Advisors
New York
$380K +$24K +1,674 +7%
RC
49
Roundview Capital
New Jersey
$343K
CAN
50
Cetera Advisor Networks
California
$334K +$12.7K +888 +4%