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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MUFG Americas
New York
$3.75M +$678K +44,475 +22%
CMP
27
Courage Miller Partners
Virginia
$3.42M +$95.2K +6,243 +3%
PAG
28
Pinnacle Advisory Group
Maryland
$3.42M +$3.47M +227,844 New
AG
29
Appleton Group
Wisconsin
$3.24M +$3.25M +213,276 New
Mariner
30
Mariner
Kansas
$3.24M +$270K +17,718 +9%
FWP
31
FAS Wealth Partners
Kansas
$3.18M +$1.17M +76,509 +58%
Bank of America
32
Bank of America
North Carolina
$2.93M -$88.9K -5,832 -3%
SFA
33
Sequoia Financial Advisors
Ohio
$2.83M -$7.99M -524,223 -74%
UBS Group
34
UBS Group
Switzerland
$2.75M -$692K -45,372 -20%
PV
35
Private Vista
Illinois
$2.68M +$2.72M +178,158 New
STMM
36
South Texas Money Management
Texas
$2.66M +$23.2K +1,521 +0.9%
CCM
37
Condor Capital Management
New Jersey
$2.53M -$44.5K -2,916 -2%
MIAN
38
Mariner Independent Advisor Network
Kansas
$2.49M -$577K -37,863 -19%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.48M -$22.3K -1,461 -0.9%
PMG
40
ProVise Management Group
Florida
$2.33M +$148K +9,696 +7%
TCM
41
Tradewinds Capital Management
Washington
$2.14M -$914K -59,961 -30%
VF
42
Virtu Financial
New York
$2.04M +$2.05M +134,544 New
FWM
43
Frontier Wealth Management
Missouri
$1.72M -$358K -23,460 -17%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$1.63M -$18.2K -1,191 -1%
SFSG
45
Stearns Financial Services Group
North Carolina
$1.54M +$1.05K +69 +0.1%
KLI
46
Kelman-Lazarov Inc
Tennessee
$1.48M +$27.9K +1,833 +2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.45M +$194K +12,729 +15%
CAM
48
Concorde Asset Management
Michigan
$1.36M -$68K -4,458 -5%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$1.33M +$53.5K +3,510 +4%
SI
50
SII Investments
Wisconsin
$1.29M +$105K +6,864 +9%