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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
GHP Investment Advisors
Colorado
$5.15M +$465K +31,782 +10%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$4.84M +$36.8K +2,511 +0.8%
NFG
28
Nadler Financial Group
Illinois
$3.77M +$940K +64,188 +34%
CS
29
Credit Suisse
Switzerland
$3.71M -$7.69M -525,306 -68%
CAN
30
Cetera Advisor Networks
California
$3.58M +$286K +19,542 +9%
SFG
31
Sage Financial Group
Pennsylvania
$3.38M +$3.27M +223,494 +7,376%
UBS Group
32
UBS Group
Switzerland
$3.38M +$466K +31,836 +16%
CMP
33
Courage Miller Partners
Virginia
$3.27M +$46.5K +3,177 +1%
MA
34
MUFG Americas
New York
$3.02M +$770K +52,575 +35%
MIAN
35
Mariner Independent Advisor Network
Kansas
$3.01M +$610K +41,694 +26%
TCM
36
Tradewinds Capital Management
Washington
$3M -$469K -32,061 -14%
Bank of America
37
Bank of America
North Carolina
$2.96M +$239K +16,344 +9%
Mariner
38
Mariner
Kansas
$2.92M -$305K -20,841 -10%
Wells Fargo
39
Wells Fargo
California
$2.85M +$228K +15,549 +9%
STMM
40
South Texas Money Management
Texas
$2.59M +$345K +23,559 +16%
CCM
41
Condor Capital Management
New Jersey
$2.53M +$75.2K +5,139 +3%
GCA
42
Greenwood Capital Associates
South Carolina
$2.51M -$54.5K -3,720 -2%
BCI
43
Brinker Capital Investments
Pennsylvania
$2.46M +$760K +51,906 +46%
PMG
44
ProVise Management Group
Florida
$2.14M +$423K +28,911 +25%
FWM
45
Frontier Wealth Management
Missouri
$2.04M +$65.5K +4,476 +3%
FWP
46
FAS Wealth Partners
Kansas
$1.98M +$1.66M +113,676 +594%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$1.62M +$8.43K +576 +0.5%
SFSG
48
Stearns Financial Services Group
North Carolina
$1.51M +$43.6K +2,976 +3%
CG
49
Colony Group
Massachusetts
$1.46M -$129K -8,793 -8%
KLI
50
Kelman-Lazarov Inc
Tennessee
$1.45M +$120K +8,175 +9%