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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
$16.4M +$969K +52,857 +5%
Wells Fargo
27
Wells Fargo
California
$16M +$164K +8,943 +0.8%
FVWA
28
Foster Victor Wealth Advisors
South Carolina
$15M -$2.2M -119,784 -11%
BA
29
Ballast Advisors
Minnesota
$14.5M +$326K +17,781 +2%
UBS Group
30
UBS Group
Switzerland
$13.8M -$1.44M -78,501 -8%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$13.3M -$7.69M -419,466 -31%
FFN
32
Focus Financial Network
Minnesota
$12.2M +$3.03M +165,543 +25%
GIA
33
Gladstone Institutional Advisory
Florida
$12.1M +$3.63M +198,087 +32%
GSIS
34
Global Strategic Investment Solutions
Arizona
$12M -$4.48M -244,158 -23%
NFG
35
Nadler Financial Group
Illinois
$11.4M +$998K +54,441 +8%
SAM
36
Summit Asset Management
Tennessee
$11M +$134K +7,311 +1%
BlackRock
37
BlackRock
New York
$10.4M -$5.54M -302,115 -30%
MFGP
38
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.3M -$619K -33,768 -5%
TPW
39
Tiller Private Wealth
Pennsylvania
$10.3M +$162K +8,859 +1%
PP
40
PagnatoKarp Partners
Virginia
$9.73M -$2.73M -148,974 -18%
AIP
41
Almanack Investment Partners
Pennsylvania
$9.56M +$1.38M +75,141 +13%
HSA
42
HBK Sorce Advisory
Pennsylvania
$9.3M -$664K -36,228 -5%
GC
43
Garde Capital
Washington
$9.29M +$6.45M +352,032 +127%
GIA
44
GHP Investment Advisors
Colorado
$9.27M -$702K -38,310 -6%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$9.22M -$171K -9,312 -1%
VWA
46
Visionary Wealth Advisors
Illinois
$9.13M +$10.5M +573,477 +1,264%
SFG
47
Sage Financial Group
Pennsylvania
$9.08M +$68.3K +3,726 +0.6%
ACA
48
Affinity Capital Advisors
California
$8.83M -$2.92M -159,348 -23%
PMG
49
ProVise Management Group
Florida
$8.83M +$3.33M +181,791 +44%
SWRP
50
Summit Wealth & Retirement Planning
California
$8.68M -$2.07M -112,800 -16%