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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$48M -$3.98M -151,322 -8%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$48M -$5.15M -195,803 -10%
SWRP
28
Summit Wealth & Retirement Planning
California
$45.6M +$227K +8,630 +0.5%
GG
29
GenWealth Group
New Jersey
$42.5M +$2.75M +104,526 +7%
Ameriprise
30
Ameriprise
Minnesota
$40.1M -$5.14M -195,515 -12%
BMWS
31
Brady Martz Wealth Solutions
North Dakota
$38.6M -$5.06M -192,354 -12%
HWM
32
HRC Wealth Management
Idaho
$35.3M +$2M +76,181 +6%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$34M +$1.22M +46,457 +4%
XF
34
XML Financial
Maryland
$33.3M +$922K +35,078 +3%
DB
35
Dravo Bay
Delaware
$32.8M +$126K +4,783 +0.4%
OIA
36
OneDigital Investment Advisors
Kansas
$32M -$2.24M -85,335 -7%
Wells Fargo
37
Wells Fargo
California
$31.8M +$3.26M +124,084 +12%
NCMW
38
Northern Capital Management (Washington)
Washington
$31.8M -$711K -27,065 -2%
FWP
39
FAS Wealth Partners
Kansas
$31.5M +$133K +5,053 +0.4%
BA
40
Ballast Advisors
Minnesota
$31.4M +$7.54K +287 +0%
MFG
41
MidWestOne Financial Group
Iowa
$31.2M -$518K -19,702 -2%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$31.2M +$2.28M +86,594 +8%
DW
43
Dodds Wealth
Colorado
$30.7M +$118K +4,483 +0.4%
VC
44
Veery Capital
Delaware
$30.5M +$1.63M +62,012 +6%
JP Morgan Chase
45
JP Morgan Chase
New York
$30.4M +$8.29M +315,242 +40%
ETC
46
Exchange Traded Concepts
Oklahoma
$30.1M +$28.6M +1,086,761 New
SAM
47
Summit Asset Management
Tennessee
$29.5M +$553K +21,050 +2%
BPA
48
Beacon Pointe Advisors
California
$29.4M +$2.25M +85,679 +9%
MFGP
49
Marshall Financial Group (Pennsylvania)
Pennsylvania
$29.1M -$8.59K -327 -0%
BDF
50
Black Diamond Financial
Maryland
$28.5M -$5.09M -193,525 -16%