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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
26
Foster Victor Wealth Advisors
South Carolina
$18.1M -$1.02M -55,050 -5%
PFG
27
Piershale Financial Group
Illinois
$16.9M +$9.84M +532,305 +145%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$16.8M +$753K +40,710 +5%
GSIS
29
Global Strategic Investment Solutions
Arizona
$16.1M +$862K +46,635 +6%
JWM
30
Janiczek Wealth Management
Colorado
$15.3M +$892K +48,249 +6%
MAG
31
Mokosak Advisory Group
Iowa
$15.2M -$43.3K -2,343 -0.3%
PP
32
PagnatoKarp Partners
Virginia
$14.9M -$66.9K -3,618 -0.5%
Ameriprise
33
Ameriprise
Minnesota
$14.6M +$2.1M +113,397 +17%
GWS
34
Glassman Wealth Services
Virginia
$14.4M -$101K -5,439 -0.7%
SAM
35
Summit Asset Management
Tennessee
$13.7M +$230K +12,459 +2%
UBS Group
36
UBS Group
Switzerland
$13.1M -$120K -6,501 -0.9%
PCIA
37
Prime Capital Investment Advisors
Kansas
$13.1M +$12.9M +697,509 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$13M
MFGP
39
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.9M +$1.01M +54,858 +9%
TPW
40
Tiller Private Wealth
Pennsylvania
$12.9M -$57.1K -3,090 -0.4%
VV
41
Valentine Ventures
Oregon
$12.9M -$94.7K -5,121 -0.7%
HSA
42
HBK Sorce Advisory
Pennsylvania
$12.7M -$151K -8,190 -1%
LJAC
43
L.J. Altfest & Co
New York
$12.6M -$1.75M -94,593 -12%
I
44
INVST
Indiana
$12.6M +$7.97M +431,121 +183%
SWRP
45
Summit Wealth & Retirement Planning
California
$12.6M +$83.3K +4,509 +0.7%
NFG
46
Nadler Financial Group
Illinois
$12.2M +$1.41M +76,167 +13%
SFG
47
Sage Financial Group
Pennsylvania
$12M +$173K +9,372 +1%
GIA
48
GHP Investment Advisors
Colorado
$11.8M +$198K +10,725 +2%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$11.8M +$54.8K +2,967 +0.5%
OCM
50
One Capital Management
California
$11.5M -$224K -12,105 -2%