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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
51
ProVise Management Group
Florida
$5.21M +$1.75M +98,274 +52%
MIAN
52
Mariner Independent Advisor Network
Kansas
$4.86M +$140K +7,860 +3%
XS
53
XML Securities
Maryland
$4.58M +$4.47M +251,307 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$4.18M +$2.92M +163,974 +251%
SWM
55
SeaCrest Wealth Management
New York
$4.17M +$4.07M +228,888 New
BCI
56
Brinker Capital Investments
Pennsylvania
$3.98M +$67.3K +3,783 +2%
RAG
57
Roof Advisory Group
Pennsylvania
$3.95M +$3.86M +216,897 New
NSAM
58
North Star Asset Management
Wisconsin
$3.83M +$626K +35,208 +20%
PV
59
Private Vista
Illinois
$3.8M -$52K -2,922 -1%
CCM
60
Condor Capital Management
New Jersey
$3.55M +$112K +6,291 +3%
ACG
61
Allen Capital Group
Nebraska
$3.44M +$3.36M +189,048 New
EA
62
Edge Advisors
Georgia
$3.3M +$80.3K +4,515 +3%
RWM
63
RKL Wealth Management
Pennsylvania
$3.13M +$3.06M +171,981 New
LCC
64
Lincoln Capital Corp
Rhode Island
$3.08M +$3.01M +169,074 New
CMP
65
Courage Miller Partners
Virginia
$3.04M +$107K +5,991 +4%
WI
66
WrapManager Inc
California
$3.02M +$2.95M +165,519 New
MWA
67
MFA Wealth Advisors
Pennsylvania
$2.88M +$2.69M +151,410 New
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$2.82M -$85.7K -4,818 -3%
SC
69
Savant Capital
Illinois
$2.82M +$175K +9,852 +7%
STMM
70
South Texas Money Management
Texas
$2.57M -$136K -7,623 -5%
KLI
71
Kelman-Lazarov Inc
Tennessee
$2.4M +$88.7K +4,983 +4%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$2.33M +$67.8K +3,810 +3%
SFSG
73
Stearns Financial Services Group
North Carolina
$2.21M +$125K +7,026 +6%
MAS
74
Managed Account Services
Florida
$2.17M +$85.9K +4,830 +4%
SI
75
SII Investments
Wisconsin
$2.03M -$143K -8,049 -7%