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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$21M -$1.24M -66,321 -6%
RCIM
27
Red Cedar Investment Management
Michigan
$20.7M +$1.2M +64,296 +6%
GSIS
28
Global Strategic Investment Solutions
Arizona
$20.5M +$4.16M +222,204 +26%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$20.3M +$3.23M +172,422 +19%
Wells Fargo
30
Wells Fargo
California
$20M -$1.38M -73,500 -7%
FVWA
31
Foster Victor Wealth Advisors
South Carolina
$19.7M +$1.96M +104,556 +11%
UBS Group
32
UBS Group
Switzerland
$18.6M +$5.26M +281,016 +40%
PCIA
33
Prime Capital Investment Advisors
Kansas
$16.9M +$3.68M +196,755 +28%
MAG
34
Mokosak Advisory Group
Iowa
$15.6M +$207K +11,085 +1%
GWS
35
Glassman Wealth Services
Virginia
$15.5M +$912K +48,750 +6%
JWM
36
Janiczek Wealth Management
Colorado
$15.2M -$340K -18,159 -2%
PP
37
PagnatoKarp Partners
Virginia
$15M +$103K +5,502 +0.7%
SAM
38
Summit Asset Management
Tennessee
$14.1M +$166K +8,877 +1%
HI
39
Horizon Investments
North Carolina
$13.6M +$13.5M +720,216 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$13.4M +$2.09M +111,750 +19%
MFGP
41
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.3M +$195K +10,407 +2%
TPW
42
Tiller Private Wealth
Pennsylvania
$13.2M +$107K +5,700 +0.8%
SWRP
43
Summit Wealth & Retirement Planning
California
$13M +$260K +13,872 +2%
NFG
44
Nadler Financial Group
Illinois
$12.9M +$565K +30,186 +5%
HSA
45
HBK Sorce Advisory
Pennsylvania
$12.7M -$79.6K -4,251 -0.6%
VV
46
Valentine Ventures
Oregon
$12.7M -$346K -18,507 -3%
GIA
47
GHP Investment Advisors
Colorado
$12.1M +$184K +9,843 +2%
RRWA
48
Rainey & Randall Wealth Advisors
Florida
$12M +$22K +1,176 +0.2%
SFG
49
Sage Financial Group
Pennsylvania
$11.5M -$679K -36,300 -6%
GIA
50
Gladstone Institutional Advisory
Florida
$11.5M +$129K +6,873 +1%