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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$658K
CFA
52
Cahill Financial Advisors
Minnesota
$658K +$3.89K +264 +0.6%
S
53
SignatureFD
Georgia
$644K -$49.5K -3,363 -7%
SAM
54
Stringer Asset Management
Tennessee
$635K -$3.75K -255 -0.6%
BC
55
Bartlett & Co
Ohio
$626K +$384K +26,085 +149%
MA
56
MUFG Americas
New York
$579K +$193K +13,080 +48%
AI
57
Atria Investments
North Carolina
$570K -$17.6K -1,194 -3%
EK
58
Evensky & Katz
Florida
$554K -$26.2K -1,782 -4%
WA
59
Winfield Associates
Ohio
$546K +$5.52K +375 +1%
SGAM
60
Steinberg Global Asset Management
Florida
$545K +$16.3K +1,107 +3%
Creative Planning
61
Creative Planning
Kansas
$532K
CWM
62
Concert Wealth Management
California
$517K +$529K +35,934 New
PFM
63
Phillips Financial Management
Indiana
$458K
ZIM
64
Zacks Investment Management
Illinois
$433K +$66.1K +4,491 +17%
AA
65
Alesco Advisors
New York
$421K +$21.4K +1,455 +5%
AIM
66
Avity Investment Management
Connecticut
$417K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$406K -$63.9K -4,341 -13%
GC
68
Garde Capital
Washington
$388K -$82.5K -5,604 -17%
BAC
69
Boys Arnold & Co
North Carolina
$381K
RC
70
Roundview Capital
New Jersey
$371K +$486 +33 +0.1%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$343K -$1.19K -81 -0.3%
DSC
72
Duncker Streett & Co
Missouri
$329K +$397 +27 +0.1%
VDI
73
Vaughan David Investments
Illinois
$307K +$315K +21,384 New
SB
74
Suntrust Banks
Georgia
$288K
RFA
75
Reilly Financial Advisors
California
$287K +$295K +20,016 New