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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
26
Moneta Group Investment Advisors
Missouri
$38M +$3.44M +154,713 +10%
FWP
27
FAS Wealth Partners
Kansas
$34.7M -$17.4M -782,430 -33%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$34.2M -$10.5M -473,076 -23%
FMP
29
Financial Management Professionals
Texas
$31.2M +$320K +14,412 +1%
CI
30
CX Institutional
Indiana
$30.6M +$5.58M +251,274 +22%
US Bancorp
31
US Bancorp
Minnesota
$28.8M -$2.53M -114,027 -8%
SWRP
32
Summit Wealth & Retirement Planning
California
$28.6M +$2.21M +99,504 +8%
GG
33
GenWealth Group
New Jersey
$28M -$329K -14,808 -1%
Wells Fargo
34
Wells Fargo
California
$27.6M +$365K +16,413 +1%
Bank of America
35
Bank of America
North Carolina
$27.2M -$116K -5,217 -0.4%
BA
36
Ballast Advisors
Minnesota
$26.9M -$273K -12,264 -1%
FFN
37
Focus Financial Network
Minnesota
$26.9M -$457K -20,583 -2%
Lido Advisors
38
Lido Advisors
California
$23M +$23M +1,035,654 +5,862%
BPA
39
Beacon Pointe Advisors
California
$22.2M -$184K -8,280 -0.8%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.8M -$1.38M -61,908 -6%
MM
41
Main Management
California
$21.3M +$108K +4,860 +0.5%
NQWM
42
Northwest Quadrant Wealth Management
Oregon
$21.2M +$1.11M +50,052 +5%
NCMW
43
Northern Capital Management (Washington)
Washington
$20.1M +$631K +28,392 +3%
MFGP
44
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.7M -$464K -20,898 -2%
SA
45
Scarborough Advisors
Maryland
$19.7M +$134K +6,012 +0.7%
Creative Planning
46
Creative Planning
Kansas
$19.6M -$8.25M -371,043 -29%
VWA
47
Visionary Wealth Advisors
Illinois
$18.5M +$307K +13,827 +2%
SFG
48
Sage Financial Group
Pennsylvania
$18.4M +$430K +19,344 +2%
GIA
49
GHP Investment Advisors
Colorado
$18M +$1.15M +51,624 +7%
JP Morgan Chase
50
JP Morgan Chase
New York
$17.7M -$3.42M -153,834 -16%