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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$324K -$225K -15,684 -41%
SC
52
Savant Capital
Illinois
$317K +$320K +22,326 New
SB
53
Suntrust Banks
Georgia
$286K
ZIM
54
Zacks Investment Management
Illinois
$283K +$18.7K +1,305 +7%
VCP
55
Vista Capital Partners
Oregon
$279K +$816 +57 +0.3%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$275K +$43.3K +3,027 +19%
CDIA
57
Capital Directions Investment Advisors
Georgia
$272K -$21.5K -1,500 -7%
BO
58
BRR OpCo
Ohio
$258K +$6.1K +426 +2%
FM
59
Foster & Motley
Ohio
$240K
AG
60
Appleton Group
Wisconsin
$205K +$2.83K +198 +1%
WCM
61
Westend Capital Management
California
$163K +$172K +11,979 New
AIG
62
American International Group
New York
$150K +$85.1K +5,943 +128%
PAG
63
Private Advisor Group
New Jersey
$109K -$144K -10,029 -57%
MFS
64
MSI Financial Services
Massachusetts
$101K +$13.2K +924 +15%
U
65
UBS
Switzerland
$69K
BC
66
Bartlett & Co
Ohio
$67K
FANJ
67
Financial Architects (New Jersey)
New Jersey
$58K +$11.5K +804 +25%
MA
68
MUFG Americas
New York
$45K +$15.7K +1,098 +53%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$43K +$43K +3,003 New
AWM
70
Avior Wealth Management
Nebraska
$31K
PAI
71
Pittenger & Anderson Inc
Nebraska
$30K +$30.1K +2,100 New
MA
72
MCF Advisors
Kentucky
$19K +$730 +51 +4%
Creative Planning
73
Creative Planning
Kansas
$16K +$10.3K +717 +174%
MAS
74
Madden Advisory Services
Florida
$13K
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$9K -$1.46K -102 -14%