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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$12.5M +$127K +6,870 +1%
OCM
27
One Capital Management
California
$12.1M -$77.8K -4,197 -0.6%
TPW
28
Tiller Private Wealth
Pennsylvania
$11.9M +$1.31M +70,434 +12%
KLI
29
Kelman-Lazarov Inc
Tennessee
$10.8M +$2.48M +133,755 +30%
SFG
30
Sage Financial Group
Pennsylvania
$10.2M +$59.8K +3,225 +0.6%
GIA
31
GHP Investment Advisors
Colorado
$10.1M +$625K +33,696 +7%
AG
32
Appleton Group
Wisconsin
$9.97M +$9.44M +509,406 +2,126%
NFG
33
Nadler Financial Group
Illinois
$9.95M +$361K +19,476 +4%
Ameriprise
34
Ameriprise
Minnesota
$9.93M +$115K +6,186 +1%
Morgan Stanley
35
Morgan Stanley
New York
$9.77M -$170K -9,147 -2%
HA
36
Harborview Advisors
Maine
$9.65M -$868K -46,833 -8%
OA
37
Opes Advisors
California
$9.51M -$38.4K -2,070 -0.4%
DP
38
Denver PWM
Colorado
$9.35M +$9.59M +517,350 New
Wells Fargo
39
Wells Fargo
California
$9.31M +$806K +43,458 +10%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$9.28M +$203K +10,959 +2%
PCM
41
Peak Capital Management
Colorado
$8.72M +$2.2M +118,818 +33%
CAN
42
Cetera Advisor Networks
California
$8.71M +$1.52M +82,242 +21%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$8.42M +$707K +38,151 +9%
NDSI
44
Newman Dignan & Sheerar Inc
Rhode Island
$7.96M +$81.8K +4,413 +1%
FWP
45
FAS Wealth Partners
Kansas
$7.85M +$733K +39,564 +10%
PP
46
PrairieView Partners
Minnesota
$6.48M -$8.95K -483 -0.1%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$6.33M +$153K +8,256 +2%
ACG
48
Allen Capital Group
Nebraska
$5.75M -$191K -10,326 -3%
MIAN
49
Mariner Independent Advisor Network
Kansas
$5.63M +$148K +7,977 +3%
FAAS
50
First Allied Advisory Services
California
$5.58M -$98.9K -5,334 -2%