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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Harborview Advisors
Maine
$10.5M +$280K +15,774 +3%
NFG
52
Nadler Financial Group
Illinois
$10.5M -$138K -7,776 -1%
AG
53
Appleton Group
Wisconsin
$10.4M +$10.1M +571,734 New
CAN
54
Cetera Advisor Networks
California
$10.2M +$1.6M +90,144 +19%
BTS
55
BB&T Securities
Virginia
$9.83M +$8.45M +475,875 +760%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$9.81M +$857K +48,276 +10%
GIA
57
Gladstone Institutional Advisory
Florida
$9.78M +$9.51M +535,974 New
AIP
58
Almanack Investment Partners
Pennsylvania
$9.77M +$2.01M +113,259 +27%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$9.72M
FFN
60
Focus Financial Network
Minnesota
$9.1M +$8.85M +498,801 New
OWM
61
Opes Wealth Management
California
$8.58M +$8.35M +470,436 New
FWP
62
FAS Wealth Partners
Kansas
$8.44M +$1.15M +64,686 +16%
JIP
63
JBJ Investment Partners
South Carolina
$8.37M +$8.14M +458,883 New
TWP
64
Total Wealth Planning
Ohio
$8.16M +$704K +39,666 +10%
GBBWRPM
65
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8.15M -$682K -38,412 -8%
NDSI
66
Newman Dignan & Sheerar Inc
Rhode Island
$7.89M -$196K -11,025 -2%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$7.81M +$324K +18,240 +4%
ECML
68
Eagle Capital Management (Louisiana)
Louisiana
$7.64M -$85K -4,791 -1%
HighTower Advisors
69
HighTower Advisors
Illinois
$7.17M +$429K +24,168 +7%
PCM
70
Peak Capital Management
Colorado
$6.83M -$3.73M -210,216 -36%
PFG
71
Piershale Financial Group
Illinois
$6.72M +$6.54M +368,283 New
AA
72
Advisory Alpha
Michigan
$6.71M +$834K +47,013 +15%
PP
73
PrairieView Partners
Minnesota
$6.69M +$47.8K +2,694 +0.7%
FAAS
74
First Allied Advisory Services
California
$6.67M +$304K +17,145 +5%
PMG
75
ProVise Management Group
Florida
$6.18M +$866K +48,801 +17%