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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Prism Advisors
California
$15.3M -$396K -17,121 -2%
SFG
52
Sage Financial Group
Pennsylvania
$14.9M +$61.6K +2,664 +0.4%
GIA
53
GHP Investment Advisors
Colorado
$14.7M -$79.2K -3,423 -0.5%
HI
54
Horizon Investments
North Carolina
$13.9M -$4.68M -202,449 -25%
NCMW
55
Northern Capital Management (Washington)
Washington
$13.7M +$185K +7,977 +1%
Creative Planning
56
Creative Planning
Kansas
$13.5M +$2.74M +118,287 +25%
MA
57
Mutual Advisors
Nebraska
$13.1M +$315K +13,629 +2%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$13.1M +$1.27M +55,104 +10%
XF
59
XML Financial
Maryland
$13.1M +$1.53M +66,213 +13%
IWA
60
IVC Wealth Advisors
Pennsylvania
$12.8M +$288K +12,468 +2%
AIP
61
Almanack Investment Partners
Pennsylvania
$12.2M -$2.07M -89,472 -14%
GB
62
Goepper Burkhardt
South Carolina
$12.2M -$32.3K -1,395 -0.3%
IAN
63
Integrated Advisors Network
Texas
$12.1M +$483K +20,868 +4%
FAN
64
Financial Advisors Network
California
$12.1M +$1.87M +81,042 +19%
CWA
65
Cornerstone Wealth Advisors
Minnesota
$11.8M +$377K +16,317 +3%
DP
66
Denver PWM
Colorado
$11.5M +$733K +31,701 +7%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$11.4M -$21.7M -937,359 -65%
BlackRock
68
BlackRock
New York
$11.3M -$349K -15,099 -3%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$11.2M -$1.57M -67,713 -12%
TCPWM
70
Traverso Chambers Private Wealth Management
California
$10.8M +$167K +7,209 +2%
BPA
71
Beacon Pointe Advisors
California
$10.6M +$129K +5,574 +1%
CGFA
72
Colton Groome Financial Advisors
North Carolina
$10.1M -$2.52M -109,071 -20%
CCMG
73
Clark Capital Management Group
Pennsylvania
$9.91M -$3.39M -146,385 -25%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$9.73M -$154K -6,636 -2%
WFA
75
Wipfli Financial Advisors
Wisconsin
$9.6M -$66.8K -2,886 -0.7%