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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$67K -$47.1K -3,516 -42%
U
52
UBS
Switzerland
$58K +$50.9K +3,798 +892%
MAS
53
Madden Advisory Services
Florida
$50K
AIG
54
American International Group
New York
$38.9K
PP
55
Palladium Partners
Virginia
$38K +$37.2K +2,775 New
BC
56
Bartlett & Co
Ohio
$37K
AWM
57
Avior Wealth Management
Nebraska
$30K +$29K +2,160 New
EK
58
Evensky & Katz
Florida
$22K -$1.93K -144 -8%
MA
59
MCF Advisors
Kentucky
$16K -$5.35K -399 -26%
PFG
60
Piershale Financial Group
Illinois
$15K +$764 +57 +6%
S
61
SignatureFD
Georgia
$12K -$3.02K -225 -21%
DBT
62
Dubuque Bank & Trust
Iowa
$9K +$8.65K +645 New
Creative Planning
63
Creative Planning
Kansas
$6K
VIA
64
Vantage Investment Advisors
Pennsylvania
$6K
BJ
65
Brouwer & Janachowski
California
$6K +$6.24K +465 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$4K -$2.25K -168 -33%
Jane Street
67
Jane Street
New York
-$2.69M -197,781 Closed
EWA
68
EP Wealth Advisors
California
-$1.07M -78,825 Closed
NFG
69
Nadler Financial Group
Illinois
-$244K -18,000 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$32K -2,385 Closed
ASN
71
Advisory Services Network
Georgia
-$4K -300 Closed
WA
72
WFG Advisors
Texas
-$3K -255 Closed