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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$35.3M +$1.76M +74,499 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$34.7M +$1.97M +83,205 +6%
Wells Fargo
28
Wells Fargo
California
$34.1M -$4.14M -174,993 -11%
PMG
29
ProVise Management Group
Florida
$30.1M +$179K +7,566 +0.6%
Bank of America
30
Bank of America
North Carolina
$29.7M +$525K +22,167 +2%
FFN
31
Focus Financial Network
Minnesota
$29.5M +$29.3M +1,238,364 New
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$29.4M +$29.2M +1,235,127 New
VWA
33
Visionary Wealth Advisors
Illinois
$29.2M -$7.07M -298,794 -20%
BA
34
Ballast Advisors
Minnesota
$27.4M -$12.4K -522 -0%
SBL
35
Sargent Bickham Lagudis
Colorado
$26.2M +$15.5M +656,811 +148%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.1M -$2.76M -116,628 -10%
NFG
37
Nadler Financial Group
Illinois
$24.4M +$314K +13,263 +1%
CI
38
CX Institutional
Indiana
$24M +$6.51M +274,884 +38%
MM
39
Main Management
California
$23.5M +$553K +23,346 +2%
SA
40
Scarborough Advisors
Maryland
$23.2M +$3.76M +158,814 +19%
PCA
41
Permit Capital Advisors
Pennsylvania
$22.9M +$22.5M +952,125 New
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.6M +$881K +37,230 +4%
MGIA
43
Moneta Group Investment Advisors
Missouri
$21.9M +$2.9M +122,376 +15%
SAMC
44
Spectrum Asset Management (California)
California
$21.1M -$1.71M -72,372 -8%
ASI
45
Advisory Services & Investments
Oregon
$20.3M -$168K -7,092 -0.8%
TWM
46
Tradition Wealth Management
Minnesota
$19.8M +$691K +29,202 +4%
FMP
47
Financial Management Professionals
Texas
$19.7M +$344K +14,544 +2%
SAM
48
Summit Asset Management
Tennessee
$19.6M +$529K +22,332 +3%
BPA
49
Beacon Pointe Advisors
California
$19.3M +$8.02M +338,946 +72%
NQWM
50
Northwest Quadrant Wealth Management
Oregon
$18.9M +$1.91M +80,778 +11%