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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$28.9M +$2.35M +108,969 +8%
MA
27
MUFG Americas
New York
$28.5M -$438K -20,352 -1%
FMP
28
Financial Management Professionals
Texas
$27.5M +$3.2M +148,530 +12%
MGIA
29
Moneta Group Investment Advisors
Missouri
$26.8M -$2.36M -109,413 -7%
GG
30
GenWealth Group
New Jersey
$26.4M -$2.49M -115,497 -8%
Wells Fargo
31
Wells Fargo
California
$24.9M -$2.84M -131,883 -9%
FFN
32
Focus Financial Network
Minnesota
$24.5M +$541K +25,107 +2%
BA
33
Ballast Advisors
Minnesota
$24.3M +$787K +36,549 +3%
Bank of America
34
Bank of America
North Carolina
$23.4M -$4.13M -191,844 -14%
NFG
35
Nadler Financial Group
Illinois
$19.5M -$85.3K -3,960 -0.4%
BPA
36
Beacon Pointe Advisors
California
$19.5M +$4.6M +213,903 +27%
MM
37
Main Management
California
$18.9M -$67.8K -3,150 -0.3%
CCMG
38
Clark Capital Management Group
Pennsylvania
$18.8M +$1.07M +49,905 +5%
SA
39
Scarborough Advisors
Maryland
$18.7M -$37.5K -1,740 -0.2%
MFGP
40
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18M -$500K -23,238 -2%
PMG
41
ProVise Management Group
Florida
$17.5M -$7.8M -362,463 -29%
NCMW
42
Northern Capital Management (Washington)
Washington
$17.5M +$207K +9,636 +1%
NQWM
43
Northwest Quadrant Wealth Management
Oregon
$17.2M +$503K +23,358 +3%
VWA
44
Visionary Wealth Advisors
Illinois
$16.8M -$10.4M -482,166 -36%
5L
45
55I LLC
Massachusetts
$16.4M +$11.7M +541,236 +181%
SBL
46
Sargent Bickham Lagudis
Colorado
$16.1M -$5.42M -251,922 -23%
XF
47
XML Financial
Maryland
$16M +$601K +27,939 +4%
GC
48
Garde Capital
Washington
$15.5M +$2.76M +128,352 +19%
SFG
49
Sage Financial Group
Pennsylvania
$15.3M +$270K +12,537 +2%
ACA
50
Ackerman Capital Advisors
Texas
$15M +$1.2M +55,905 +8%