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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
RKL Wealth Management
Pennsylvania
$5.42M +$266K +14,358 +5%
PMG
52
ProVise Management Group
Florida
$5.27M +$485K +26,184 +10%
SFA
53
Sequoia Financial Advisors
Ohio
$5.21M -$26.9K -1,449 -0.5%
CM
54
Columbus Macro
Pennsylvania
$5.2M -$169K -9,117 -3%
PA
55
Prism Advisors
California
$5.14M +$1.04M +56,031 +24%
NSAM
56
North Star Asset Management
Wisconsin
$4.94M +$277K +14,937 +6%
AA
57
Advisory Alpha
Michigan
$4.64M +$751K +40,536 +18%
SWM
58
SeaCrest Wealth Management
New York
$4.33M -$7.79K -420 -0.2%
BCI
59
Brinker Capital Investments
Pennsylvania
$4.02M +$6.67K +360 +0.2%
RAG
60
Roof Advisory Group
Pennsylvania
$3.96M -$168K -9,054 -4%
Jane Street
61
Jane Street
New York
$3.89M -$3.53M -190,248 -48%
PV
62
Private Vista
Illinois
$3.83M -$13.3K -717 -0.3%
CCM
63
Condor Capital Management
New Jersey
$3.82M -$7.51K -405 -0.2%
IAS
64
IMA Advisory Services
Colorado
$3.67M -$271K -14,619 -7%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$3.65M +$1.36M +73,347 +60%
SC
66
Savant Capital
Illinois
$3.22M +$26.2K +1,413 +0.8%
CMP
67
Courage Miller Partners
Virginia
$3.22M +$6.23K +336 +0.2%
MCIA
68
Mountain Capital Investment Advisors
Colorado
$3.16M +$3.13M +168,948 New
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$3.03M +$177K +9,576 +6%
SIA
70
Starfire Investment Advisers
Michigan
$3.02M +$186K +10,014 +7%
WP
71
WealthSource Partners
California
$2.79M +$607K +32,730 +28%
LC
72
LCNB Corp
Ohio
$2.68M -$54.6K -2,946 -2%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$2.54M +$307K +16,545 +14%
RRC
74
Relaxing Retirement Coach
Massachusetts
$2.51M -$248K -13,374 -9%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$2.47M +$29K +1,566 +1%