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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
26
IMA Advisory Services
Colorado
$3.4M +$480K +33,798 +16%
CMP
27
Courage Miller Partners
Virginia
$3.29M +$62.4K +4,395 +2%
Betterment LLC
28
Betterment LLC
New York
$3.27M +$1.24M +87,549 +61%
UBS Group
29
UBS Group
Switzerland
$3.06M +$141K +9,927 +5%
Mariner
30
Mariner
Kansas
$2.94M +$1.51M +106,110 +104%
CCM
31
Condor Capital Management
New Jersey
$2.32M -$46.2K -3,252 -2%
NFG
32
Nadler Financial Group
Illinois
$2.29M +$222K +15,645 +11%
MIAN
33
Mariner Independent Advisor Network
Kansas
$2.27M +$46.4K +3,270 +2%
CG
34
Colony Group
Massachusetts
$2.21M +$2.21M +155,952 New
TCM
35
Tradewinds Capital Management
Washington
$2.19M +$44.7K +3,150 +2%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$2.18M -$58.7K -4,137 -3%
Wells Fargo
37
Wells Fargo
California
$2.17M +$203K +14,292 +10%
STMM
38
South Texas Money Management
Texas
$2.02M +$312K +21,954 +18%
FWM
39
Frontier Wealth Management
Missouri
$1.99M +$17.8K +1,251 +0.9%
BCI
40
Brinker Capital Investments
Pennsylvania
$1.72M +$827K +58,215 +92%
MA
41
MUFG Americas
New York
$1.57M +$263K +18,528 +20%
SFSG
42
Stearns Financial Services Group
North Carolina
$1.48M +$54.6K +3,843 +4%
CAM
43
Concorde Asset Management
Michigan
$1.46M +$9.75K +687 +0.7%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$1.42M +$420K +29,595 +42%
PMG
45
ProVise Management Group
Florida
$1.37M -$13.6K -957 -1%
LYV
46
Live Your Vision
Pennsylvania
$1.35M +$28.5K +2,010 +2%
WI
47
WrapManager Inc
California
$1.21M +$1.22M +85,653 New
VF
48
Virtu Financial
New York
$1.21M +$1.21M +85,572 New
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$1.06M -$117K -8,247 -10%
TCM
50
Tuttle Capital Management
Connecticut
$1.02M +$1.02M +71,952 New