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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
51
Evensky & Katz
Florida
$597K -$63.4K -4,395 -10%
AIG
52
American International Group
New York
$562K +$399K +27,654 +261%
Creative Planning
53
Creative Planning
Kansas
$545K +$518K +35,952 +3,187%
GCA
54
Greenwood Capital Associates
South Carolina
$509K -$23.8K -1,650 -5%
GC
55
Garde Capital
Washington
$490K +$2.68K +186 +0.6%
SC
56
Savant Capital
Illinois
$469K +$138K +9,558 +43%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$455K -$6.19K -429 -1%
SI
58
SII Investments
Wisconsin
$440K +$431K +29,919 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$429K +$142K +9,837 +51%
AIM
60
Avity Investment Management
Connecticut
$428K
DSC
61
Duncker Streett & Co
Missouri
$425K +$389 +27 +0.1%
SGAM
62
Steinberg Global Asset Management
Florida
$425K +$417K +28,890 New
JWS
63
Juncture Wealth Strategies
Arizona
$418K +$413K +28,614 New
AA
64
Alesco Advisors
New York
$402K +$8.26K +573 +2%
CAN
65
Cetera Advisor Networks
California
$390K +$43.8K +3,039 +13%
RC
66
Roundview Capital
New Jersey
$379K +$24.1K +1,671 +7%
VDI
67
Vaughan David Investments
Illinois
$336K +$329K +22,839 New
ZIM
68
Zacks Investment Management
Illinois
$335K +$41K +2,841 +14%
PAM
69
Peak Asset Management
Colorado
$306K +$300K +20,796 New
IF
70
Ironwood Financial
Arizona
$303K +$298K +20,646 New
SB
71
Suntrust Banks
Georgia
$295K
VCP
72
Vista Capital Partners
Oregon
$281K -$7.44K -516 -3%
CDIA
73
Capital Directions Investment Advisors
Georgia
$279K +$8.65K +600 +3%
BO
74
BRR OpCo
Ohio
$267K
GHA
75
GW Henssler & Associates
Georgia
$258K +$253K +17,574 New