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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$43.7M +$4.14M +154,409 +10%
SWRP
27
Summit Wealth & Retirement Planning
California
$43.5M +$657K +24,467 +2%
FCI
28
Financial Counselors Inc
Kansas
$43M -$5.02M -187,097 -10%
BMWS
29
Brady Martz Wealth Solutions
North Dakota
$42.2M -$1.13M -42,194 -3%
CFG
30
Cooper Financial Group
California
$41.7M +$3.72M +138,426 +10%
PCIA
31
Prime Capital Investment Advisors
Kansas
$41.5M +$17.5M +652,307 +72%
AFG
32
Atomi Financial Group
New York
$39.7M +$3.66M +136,280 +10%
GG
33
GenWealth Group
New Jersey
$38.1M +$756K +28,169 +2%
OIA
34
OneDigital Investment Advisors
Kansas
$33M -$7.44M -277,381 -18%
BDF
35
Black Diamond Financial
Maryland
$32.5M +$1.94M +72,188 +6%
HWM
36
HRC Wealth Management
Idaho
$31.9M +$328K +12,222 +1%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$31.4M +$569K +21,200 +2%
NCMW
38
Northern Capital Management (Washington)
Washington
$31.3M -$558K -20,803 -2%
XF
39
XML Financial
Maryland
$31.1M -$748K -27,862 -2%
DB
40
Dravo Bay
Delaware
$30.8M -$2.57M -95,698 -8%
MFG
41
MidWestOne Financial Group
Iowa
$30.5M +$552K +20,582 +2%
BA
42
Ballast Advisors
Minnesota
$30.2M -$746K -27,811 -2%
FWP
43
FAS Wealth Partners
Kansas
$30.1M -$1.06M -39,392 -3%
DW
44
Dodds Wealth
Colorado
$29.4M -$4.62M -172,198 -13%
WIA
45
World Investment Advisors
California
$29.3M +$28.2M +1,049,014 +1,943%
MFGP
46
Marshall Financial Group (Pennsylvania)
Pennsylvania
$27.9M +$1.3M +48,349 +5%
SAM
47
Summit Asset Management
Tennessee
$27.8M +$599K +22,304 +2%
VC
48
Veery Capital
Delaware
$27.7M +$85.8K +3,198 +0.3%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$27.6M +$1.07M +39,755 +4%
Wells Fargo
50
Wells Fargo
California
$27.3M -$157K -5,842 -0.6%