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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$15.1M +$1.33M +58,410 +10%
SWRP
52
Summit Wealth & Retirement Planning
California
$15M -$117K -5,178 -0.8%
SFG
53
Sage Financial Group
Pennsylvania
$15M +$889K +39,168 +6%
GIA
54
GHP Investment Advisors
Colorado
$14.9M +$106K +4,680 +0.7%
BHB
55
Bank Hapoalim BM
Israel
$14.8M -$11.5M -505,902 -78%
AIP
56
Almanack Investment Partners
Pennsylvania
$14.4M +$7.98M +351,645 +126%
MGIA
57
Moneta Group Investment Advisors
Missouri
$13.9M +$3.08M +135,801 +29%
NCMW
58
Northern Capital Management (Washington)
Washington
$13.7M +$1.78M +78,432 +15%
CCMG
59
Clark Capital Management Group
Pennsylvania
$13.4M +$3.35M +147,537 +34%
MA
60
Mutual Advisors
Nebraska
$13M +$3.81M +167,919 +42%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$12.9M +$997K +43,935 +8%
IWA
62
IVC Wealth Advisors
Pennsylvania
$12.7M +$1.54M +67,665 +14%
CGFA
63
Colton Groome Financial Advisors
North Carolina
$12.7M +$2.51M +110,598 +25%
GB
64
Goepper Burkhardt
South Carolina
$12.4M +$393K +17,343 +3%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$12.1M -$333K -14,691 -3%
IAN
66
Integrated Advisors Network
Texas
$11.8M +$3.27M +144,222 +38%
BlackRock
67
BlackRock
New York
$11.8M -$484K -21,339 -4%
XF
68
XML Financial
Maryland
$11.8M +$608K +26,796 +5%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$11.7M +$501K +22,074 +5%
KAS
70
Kestra Advisory Services
Texas
$11.4M +$554K +24,399 +5%
Creative Planning
71
Creative Planning
Kansas
$11M -$175K -7,713 -2%
DP
72
Denver PWM
Colorado
$10.9M +$1.29M +56,661 +13%
TCPWM
73
Traverso Chambers Private Wealth Management
California
$10.7M +$100K +4,419 +0.9%
BPA
74
Beacon Pointe Advisors
California
$10.6M -$218K -9,621 -2%
SKK
75
Shepherd Kaplan Krochuk
Massachusetts
$10.1M -$38.9K -1,716 -0.4%