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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
$5.06M +$35K +1,911 +0.7%
MIAN
52
Mariner Independent Advisor Network
Kansas
$4.98M +$293K +16,002 +6%
SFA
53
Sequoia Financial Advisors
Ohio
$4.93M -$126K -6,864 -2%
NSAM
54
North Star Asset Management
Wisconsin
$4.12M +$434K +23,667 +11%
RWM
55
RKL Wealth Management
Pennsylvania
$4.12M +$1.13M +61,929 +36%
SWM
56
SeaCrest Wealth Management
New York
$4.1M +$69.3K +3,783 +2%
EA
57
Edge Advisors
Georgia
$4.04M +$885K +48,282 +27%
XS
58
XML Securities
Maryland
$4.01M -$432K -23,601 -9%
BCI
59
Brinker Capital Investments
Pennsylvania
$3.97M +$124K +6,786 +3%
RAG
60
Roof Advisory Group
Pennsylvania
$3.86M +$44.7K +2,442 +1%
PV
61
Private Vista
Illinois
$3.66M -$20.7K -1,128 -0.5%
CCM
62
Condor Capital Management
New Jersey
$3.55M +$125K +6,813 +4%
ACG
63
Allen Capital Group
Nebraska
$3.53M +$204K +11,130 +6%
KLI
64
Kelman-Lazarov Inc
Tennessee
$3.17M +$886K +48,342 +37%
PA
65
Prism Advisors
California
$3.13M +$3.19M +174,360 New
CMP
66
Courage Miller Partners
Virginia
$2.92M -$18.4K -1,002 -0.6%
SC
67
Savant Capital
Illinois
$2.85M +$136K +7,425 +5%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$2.73M +$824 +45 +0%
AA
69
Advisory Alpha
Michigan
$2.67M +$954K +52,074 +53%
STMM
70
South Texas Money Management
Texas
$2.4M -$88.2K -4,812 -3%
WP
71
WealthSource Partners
California
$2.39M +$1.52M +83,166 +159%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$2.31M +$67.6K +3,690 +3%
SIA
73
Starfire Investment Advisers
Michigan
$2.16M +$2.25M +122,589 New
SFSG
74
Stearns Financial Services Group
North Carolina
$2.15M +$21.4K +1,170 +1%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$2.06M +$193K +10,515 +10%