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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
26
Financial Counselors Inc
Kansas
$43.3M +$1.98M +91,647 +5%
Ameriprise
27
Ameriprise
Minnesota
$38.2M +$1.46M +67,437 +4%
MGIA
28
Moneta Group Investment Advisors
Missouri
$36.3M +$4.53M +209,421 +15%
US Bancorp
29
US Bancorp
Minnesota
$31.5M +$30.6M +1,411,740 +7,909%
FMP
30
Financial Management Professionals
Texas
$31.1M +$47.9K +2,214 +0.2%
GG
31
GenWealth Group
New Jersey
$28.5M -$1.22M -56,355 -4%
Creative Planning
32
Creative Planning
Kansas
$27.9M +$11.4M +526,152 +71%
FFN
33
Focus Financial Network
Minnesota
$27.5M -$129K -5,949 -0.5%
Bank of America
34
Bank of America
North Carolina
$27.5M +$1.11M +51,087 +4%
Wells Fargo
35
Wells Fargo
California
$27.4M -$677K -31,287 -2%
BA
36
Ballast Advisors
Minnesota
$27.4M -$22K -1,017 -0.1%
SWRP
37
Summit Wealth & Retirement Planning
California
$26.6M +$9.64M +445,236 +58%
CI
38
CX Institutional
Indiana
$25.1M +$15.2M +702,126 +160%
NFG
39
Nadler Financial Group
Illinois
$24.3M +$2.22M +102,657 +10%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.3M +$23M +1,060,521 New
BPA
41
Beacon Pointe Advisors
California
$22.6M +$514K +23,754 +2%
MM
42
Main Management
California
$21.3M +$7.4K +342 +0%
JP Morgan Chase
43
JP Morgan Chase
New York
$21.2M +$20.1M +927,279 +2,437%
MFGP
44
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.3M +$22.7K +1,050 +0.1%
NQWM
45
Northwest Quadrant Wealth Management
Oregon
$20.3M +$884K +40,824 +5%
MML Investors Services
46
MML Investors Services
Massachusetts
$20.2M +$10.3M +475,731 +108%
SA
47
Scarborough Advisors
Maryland
$19.7M -$1.43M -66,219 -7%
NCMW
48
Northern Capital Management (Washington)
Washington
$19.6M -$149K -6,882 -0.8%
VWA
49
Visionary Wealth Advisors
Illinois
$18.3M -$638K -29,478 -3%
PMG
50
ProVise Management Group
Florida
$18.2M -$1.52M -70,008 -8%