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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
51
Courage Miller Partners
Virginia
$2.66M +$110K +6,588 +4%
STMM
52
South Texas Money Management
Texas
$2.55M -$161K -9,702 -6%
YMRC
53
Yorktown Management & Research Company
Virginia
$2.51M
NSAM
54
North Star Asset Management
Wisconsin
$2.42M +$2.41M +144,750 New
SC
55
Savant Capital
Illinois
$2.29M +$68.9K +4,143 +3%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$2.09M +$34.5K +2,076 +2%
KLI
57
Kelman-Lazarov Inc
Tennessee
$1.94M +$127K +7,668 +7%
EA
58
Edge Advisors
Georgia
$1.94M +$3.84K +231 +0.2%
SFSG
59
Stearns Financial Services Group
North Carolina
$1.91M +$39.7K +2,385 +2%
MAS
60
Managed Account Services
Florida
$1.87M +$61.7K +3,711 +3%
SI
61
SII Investments
Wisconsin
$1.82M +$208K +12,531 +13%
CIAS
62
Capital Investment Advisory Services
North Carolina
$1.81M +$379K +22,797 +27%
Creative Planning
63
Creative Planning
Kansas
$1.79M +$22.9K +1,377 +1%
BC
64
Bartlett & Co
Ohio
$1.6M +$123K +7,389 +8%
CCA
65
Clearwater Capital Advisors
Illinois
$1.54M +$92.8K +5,580 +6%
FWM
66
Frontier Wealth Management
Missouri
$1.52M +$17.1K +1,029 +1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.46M -$707K -42,519 -33%
CG
68
Colony Group
Massachusetts
$1.44M +$215K +12,924 +18%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.39M +$16.3K +978 +1%
CAM
70
Concorde Asset Management
Michigan
$1.38M +$21.3K +1,281 +2%
PAG
71
Pinnacle Advisory Group
Maryland
$1.36M -$179K -10,746 -12%
TIM
72
Total Investment Management
Arizona
$1.33M +$18.3K +1,101 +1%
SCA
73
Stonebridge Capital Advisors
Minnesota
$1.28M +$24.9K +1,500 +2%
AA
74
Advisory Alpha
Michigan
$1.26M +$236K +14,220 +24%
BWA
75
BlueSky Wealth Advisors
North Carolina
$1.24M -$4.49K -270 -0.4%