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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
51
Managed Account Services
Florida
$1.78M +$1.72M +111,228 New
SFSG
52
Stearns Financial Services Group
North Carolina
$1.68M +$52K +3,354 +3%
KLI
53
Kelman-Lazarov Inc
Tennessee
$1.65M +$67.1K +4,332 +4%
FWM
54
Frontier Wealth Management
Missouri
$1.61M -$194K -12,534 -11%
AWMG
55
Alliance Wealth Management Group
New Jersey
$1.53M +$268K +17,268 +22%
TIM
56
Total Investment Management
Arizona
$1.46M +$1.41M +91,146 New
SI
57
SII Investments
Wisconsin
$1.46M +$90.5K +5,838 +7%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$1.44M +$404K +26,070 +41%
TRCT
59
Tower Research Capital (TRC)
New York
$1.44M +$1.39M +89,520 New
TF
60
Trutina Financial
Washington
$1.43M +$156K +10,092 +13%
WI
61
WrapManager Inc
California
$1.42M +$1.37M +88,647 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.39M +$424K +27,372 +46%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$1.39M -$14.1K -909 -1%
LCC
64
Lincoln Capital Corp
Rhode Island
$1.38M +$1.34M +86,325 New
CIAS
65
Capital Investment Advisory Services
North Carolina
$1.38M +$1.33M +86,013 New
BC
66
Bartlett & Co
Ohio
$1.37M +$33.9K +2,187 +3%
CAM
67
Concorde Asset Management
Michigan
$1.3M -$136K -8,793 -10%
CCA
68
Clearwater Capital Advisors
Illinois
$1.29M +$34.2K +2,208 +3%
BWA
69
BlueSky Wealth Advisors
North Carolina
$1.22M +$1.18M +76,035 New
CG
70
Colony Group
Massachusetts
$1.15M -$25.4K -1,638 -2%
AWS
71
AJ Wealth Strategies
New York
$1.13M +$1.09M +70,188 New
HSA
72
HBK Sorce Advisory
Pennsylvania
$1.09M +$437K +28,203 +70%
SC
73
Savant Capital
Illinois
$1.09M +$33.2K +2,145 +3%
TCM
74
Tradewinds Capital Management
Washington
$1.07M -$1.15M -74,274 -53%
MAM
75
Marquette Asset Management
Minnesota
$1.04M +$69K +4,452 +7%