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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$8.15M +$1.2M +70,920 +18%
SFG
27
Sage Financial Group
Pennsylvania
$8.11M +$160K +9,438 +2%
GIA
28
GHP Investment Advisors
Colorado
$7.79M +$224K +13,257 +3%
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$7.58M -$5.54K -327 -0.1%
Wells Fargo
30
Wells Fargo
California
$7.32M +$467K +27,561 +7%
AI
31
Atria Investments
North Carolina
$7.05M +$986K +58,248 +17%
IAS
32
IMA Advisory Services
Colorado
$6.83M +$971K +57,339 +17%
NFG
33
Nadler Financial Group
Illinois
$6.49M +$353K +20,868 +6%
PCM
34
Peak Capital Management
Colorado
$6.29M +$1.06M +62,490 +21%
FWP
35
FAS Wealth Partners
Kansas
$5.92M +$239K +14,145 +4%
Ameriprise
36
Ameriprise
Minnesota
$5.92M +$1.25M +73,656 +29%
Betterment LLC
37
Betterment LLC
New York
$5.38M -$3.16M -186,381 -37%
Mariner
38
Mariner
Kansas
$5.36M +$163K +9,630 +3%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$5.32M +$73.6K +4,350 +1%
SFA
40
Sequoia Financial Advisors
Ohio
$5M +$299K +17,676 +6%
YMRC
41
Yorktown Management & Research Company
Virginia
$4.66M +$2.03M +120,000 +80%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$4.56M +$590K +34,824 +15%
MIAN
43
Mariner Independent Advisor Network
Kansas
$4.47M -$44.7K -2,640 -1%
Jane Street
44
Jane Street
New York
$4.37M -$3.74M -220,803 -47%
BCI
45
Brinker Capital Investments
Pennsylvania
$3.71M +$619K +36,561 +21%
PV
46
Private Vista
Illinois
$3.66M -$148K -8,745 -4%
CCM
47
Condor Capital Management
New Jersey
$3.25M +$237K +14,025 +8%
PMG
48
ProVise Management Group
Florida
$3.24M +$95.7K +5,655 +3%
EA
49
Edge Advisors
Georgia
$3.05M +$1.03M +60,681 +52%
NSAM
50
North Star Asset Management
Wisconsin
$3.02M +$508K +29,985 +21%