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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MUFG Americas
New York
$30.8M -$1.84M -82,128 -5%
GG
27
GenWealth Group
New Jersey
$30.6M -$1.86M -82,689 -5%
HighTower Advisors
28
HighTower Advisors
Illinois
$30.3M -$1.89K -84 -0%
Wells Fargo
29
Wells Fargo
California
$29.3M -$548K -24,426 -2%
Bank of America
30
Bank of America
North Carolina
$28.9M +$3.17M +141,153 +11%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$28.3M +$2.85M +127,185 +10%
VWA
32
Visionary Wealth Advisors
Illinois
$27.9M +$2.61M +116,250 +9%
FMP
33
Financial Management Professionals
Texas
$26.3M +$9.77M +435,048 +52%
PMG
34
ProVise Management Group
Florida
$26.2M -$105K -4,668 -0.4%
FFN
35
Focus Financial Network
Minnesota
$25.6M -$147K -6,558 -0.5%
BA
36
Ballast Advisors
Minnesota
$25.1M +$1.23M +54,621 +5%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.7M +$999K +44,523 +4%
SBL
38
Sargent Bickham Lagudis
Colorado
$22.4M -$524K -23,325 -2%
NFG
39
Nadler Financial Group
Illinois
$20.9M -$412K -18,354 -2%
MM
40
Main Management
California
$20.2M -$346K -15,417 -2%
SA
41
Scarborough Advisors
Maryland
$20M -$300K -13,380 -1%
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.7M -$63.3K -2,820 -0.3%
CCMG
43
Clark Capital Management Group
Pennsylvania
$19M +$9.32M +415,191 +83%
NCMW
44
Northern Capital Management (Washington)
Washington
$18.5M +$5.11M +227,442 +34%
NQWM
45
Northwest Quadrant Wealth Management
Oregon
$17.9M +$1.43M +63,924 +8%
AIP
46
Almanack Investment Partners
Pennsylvania
$16.8M +$13.1M +583,455 +261%
XF
47
XML Financial
Maryland
$16.5M +$166K +7,377 +0.9%
BPA
48
Beacon Pointe Advisors
California
$16.4M -$515K -22,929 -3%
SAM
49
Summit Asset Management
Tennessee
$16.3M -$847K -37,728 -5%
SFG
50
Sage Financial Group
Pennsylvania
$16.1M +$899K +40,050 +5%