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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$42.9M +$14.8M +547,604 +50%
BMWS
27
Brady Martz Wealth Solutions
North Dakota
$42.7M +$44M +1,630,893 New
SWRP
28
Summit Wealth & Retirement Planning
California
$42.1M -$176K -6,513 -0.4%
OIA
29
OneDigital Investment Advisors
Kansas
$39.6M -$3.37M -124,872 -8%
Ameriprise
30
Ameriprise
Minnesota
$38.9M +$3.83M +141,741 +11%
CFG
31
Cooper Financial Group
California
$37.3M +$2.4M +88,903 +7%
GG
32
GenWealth Group
New Jersey
$36.6M +$1.1M +40,614 +3%
AFG
33
Atomi Financial Group
New York
$35.4M +$1.79M +66,256 +5%
DW
34
Dodds Wealth
Colorado
$34.6M -$71.7M -2,654,620 -67%
DB
35
Dravo Bay
Delaware
$32.7M +$974K +36,061 +3%
XF
36
XML Financial
Maryland
$31.2M +$1.2M +44,576 +4%
NCMW
37
Northern Capital Management (Washington)
Washington
$31.2M +$69.8K +2,587 +0.2%
HWM
38
HRC Wealth Management
Idaho
$31M +$487K +18,025 +2%
FWP
39
FAS Wealth Partners
Kansas
$30.6M -$1.14M -42,052 -3%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$30.4M -$2.43M -90,070 -7%
BA
41
Ballast Advisors
Minnesota
$30.3M +$302K +11,173 +1%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$30.2M -$1.57M -58,236 -5%
BDF
43
Black Diamond Financial
Maryland
$30M +$3.08M +113,966 +11%
MFG
44
MidWestOne Financial Group
Iowa
$29.4M +$146K +5,423 +0.5%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$27.6M +$1.81M +67,029 +7%
VC
46
Veery Capital
Delaware
$27.1M +$4.86M +179,844 +21%
Wells Fargo
47
Wells Fargo
California
$26.9M -$103K -3,810 -0.4%
FFN
48
Focus Financial Network
Minnesota
$26.9M -$2.61M -96,790 -9%
SAM
49
Summit Asset Management
Tennessee
$26.7M +$5.32M +196,984 +24%
MFGP
50
Marshall Financial Group (Pennsylvania)
Pennsylvania
$26.1M +$42.5K +1,575 +0.2%