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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
One Capital Management
California
$11.8M -$388K -21,822 -3%
FFA
27
First Foundation Advisors
California
$11.4M +$11.1M +623,985 New
RRC
28
Relaxing Retirement Coach
Massachusetts
$11.3M +$11M +617,439 New
UCFA
29
United Capital Financial Advisors
Texas
$11.2M +$156K +8,769 +1%
RRWA
30
Rainey & Randall Wealth Advisors
Florida
$10.9M +$10.7M +600,018 New
HA
31
Harborview Advisors
Maine
$10.2M +$9.94M +558,747 New
SFG
32
Sage Financial Group
Pennsylvania
$9.68M +$1.1M +61,611 +13%
DP
33
Denver PWM
Colorado
$9.18M -$234K -13,176 -3%
OA
34
Opes Advisors
California
$8.96M +$275K +15,483 +3%
AG
35
Appleton Group
Wisconsin
$8.88M +$263K +14,784 +3%
CAN
36
Cetera Advisor Networks
California
$8.64M +$39.4K +2,214 +0.5%
GIA
37
GHP Investment Advisors
Colorado
$8.48M +$250K +14,028 +3%
Wells Fargo
38
Wells Fargo
California
$7.9M +$170K +9,567 +2%
NDSI
39
Newman Dignan & Sheerar Inc
Rhode Island
$7.87M -$130K -7,278 -2%
Ameriprise
40
Ameriprise
Minnesota
$7.81M +$1.78M +99,984 +30%
NFG
41
Nadler Financial Group
Illinois
$7.13M +$279K +15,687 +4%
Jane Street
42
Jane Street
New York
$6.85M +$2.18M +122,568 +48%
FWP
43
FAS Wealth Partners
Kansas
$6.59M +$333K +18,696 +5%
PCM
44
Peak Capital Management
Colorado
$6.29M
PP
45
PrairieView Partners
Minnesota
$6.23M +$6.08M +341,967 New
IAS
46
IMA Advisory Services
Colorado
$6.21M -$972K -54,639 -14%
Morgan Stanley
47
Morgan Stanley
New York
$6.05M -$5.56M -312,630 -49%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.93M +$1.09M +61,233 +23%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$5.72M +$109K +6,135 +2%
SFA
50
Sequoia Financial Advisors
Ohio
$5.22M -$54.9K -3,087 -1%