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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$21.2M -$219K -11,280 -1%
GSIS
27
Global Strategic Investment Solutions
Arizona
$21.2M -$510K -26,298 -2%
UBS Group
28
UBS Group
Switzerland
$20.3M +$590K +30,444 +3%
BlackRock
29
BlackRock
New York
$20.1M -$2.08M -107,403 -10%
HI
30
Horizon Investments
North Carolina
$19.6M +$5.03M +259,335 +36%
BA
31
Ballast Advisors
Minnesota
$19.3M +$18.7M +964,770 New
MAG
32
Mokosak Advisory Group
Iowa
$17.5M +$979K +50,502 +6%
KLI
33
Kelman-Lazarov Inc
Tennessee
$17.5M -$10.2M -524,724 -38%
PFG
34
Piershale Financial Group
Illinois
$17.3M +$16.7M +864,135 New
GWS
35
Glassman Wealth Services
Virginia
$16.6M +$118K +6,087 +0.7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$16.3M +$2.05M +105,741 +15%
PP
37
PagnatoKarp Partners
Virginia
$16.2M +$244K +12,600 +2%
JWM
38
Janiczek Wealth Management
Colorado
$15.1M -$903K -46,599 -6%
SAM
39
Summit Asset Management
Tennessee
$14.8M -$114K -5,880 -0.8%
MFGP
40
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.7M +$598K +30,870 +4%
NFG
41
Nadler Financial Group
Illinois
$14.4M +$724K +37,374 +5%
ACA
42
Affinity Capital Advisors
California
$14.1M +$13.6M +702,309 New
SWRP
43
Summit Wealth & Retirement Planning
California
$14M +$312K +16,119 +2%
TPW
44
Tiller Private Wealth
Pennsylvania
$13.8M -$151K -7,776 -1%
HSA
45
HBK Sorce Advisory
Pennsylvania
$13.4M -$124K -6,420 -1%
GIA
46
GHP Investment Advisors
Colorado
$13.4M +$462K +23,823 +4%
FFN
47
Focus Financial Network
Minnesota
$13.3M +$1.49M +76,773 +13%
CGFA
48
Colton Groome Financial Advisors
North Carolina
$12.8M +$1.31M +67,542 +12%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$12.7M +$44.5K +2,298 +0.4%
GIA
50
Gladstone Institutional Advisory
Florida
$12.4M +$270K +13,959 +2%