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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
PagnatoKarp Partners
Virginia
$14.2M +$15.3M +866,547 New
KLI
27
Kelman-Lazarov Inc
Tennessee
$14M +$4.84M +273,825 +47%
HSA
28
HBK Sorce Advisory
Pennsylvania
$13.8M +$14M +790,884 +1,563%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$13.6M +$6.63M +374,811 +83%
I
30
INVST
Indiana
$13.4M +$227K +12,807 +2%
MAG
31
Mokosak Advisory Group
Iowa
$13.2M -$3.35M -189,384 -19%
LYV
32
Live Your Vision
Pennsylvania
$13.1M +$252K +14,250 +2%
GC
33
Gratus Capital
Georgia
$13M +$13.7M +773,574 +3,869%
AI
34
Atria Investments
North Carolina
$12.9M +$12M +680,997 +652%
SAM
35
Summit Asset Management
Tennessee
$11.7M -$60K -3,393 -0.5%
SWRP
36
Summit Wealth & Retirement Planning
California
$11.3M +$12.2M +690,639 New
OCM
37
One Capital Management
California
$11.1M +$549K +31,041 +5%
JWM
38
Janiczek Wealth Management
Colorado
$11M +$11.8M +668,610 New
TPW
39
Tiller Private Wealth
Pennsylvania
$10.6M +$188K +10,605 +2%
MFGP
40
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.1M +$10.9M +616,056 New
SFG
41
Sage Financial Group
Pennsylvania
$10.1M +$1.18M +66,825 +12%
DP
42
Denver PWM
Colorado
$10M +$905K +51,150 +10%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$9.83M -$1.26M -71,181 -11%
PCM
44
Peak Capital Management
Colorado
$9.6M +$1.79M +100,950 +21%
NFG
45
Nadler Financial Group
Illinois
$9.55M +$868K +49,080 +9%
GIA
46
GHP Investment Advisors
Colorado
$9.51M +$667K +37,677 +7%
HA
47
Harborview Advisors
Maine
$9.19M +$762K +43,056 +8%
Ameriprise
48
Ameriprise
Minnesota
$8.84M +$56.8K +3,210 +0.6%
GSIS
49
Global Strategic Investment Solutions
Arizona
$8.72M +$9.39M +530,850 New
OA
50
Opes Advisors
California
$8.45M +$92.4K +5,223 +1%