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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$19.2M +$16.9M +773,214 +1,635%
BDF
52
Black Diamond Financial
Maryland
$17.9M +$1.36M +62,304 +9%
SAM
53
Summit Asset Management
Tennessee
$17.7M +$83.4K +3,813 +0.5%
FAN
54
Financial Advisors Network
California
$17.6M +$1.16M +52,878 +8%
NFW
55
Noble Family Wealth
Florida
$17.5M +$531K +24,294 +3%
JP Morgan Chase
56
JP Morgan Chase
New York
$16.9M -$4.74M -216,864 -23%
CAN
57
Cetera Advisor Networks
California
$16.6M -$1.6M -73,353 -9%
GC
58
Garde Capital
Washington
$16.5M -$529K -24,204 -3%
MML Investors Services
59
MML Investors Services
Massachusetts
$14.7M -$5.2M -237,813 -27%
CIA
60
Cape Investment Advisory
Georgia
$14M +$28.5K +1,302 +0.2%
SFA
61
Seneca Financial Advisors
New York
$13.9M +$678K +31,017 +6%
CWA
62
Cornerstone Wealth Advisors
Minnesota
$13.7M +$1.27M +58,200 +11%
MA
63
Mutual Advisors
Nebraska
$13.5M +$1.37M +62,556 +12%
PMG
64
ProVise Management Group
Florida
$13.4M -$864K -39,522 -6%
TCPWM
65
Traverso Chambers Private Wealth Management
California
$13.3M +$710K +32,478 +6%
GB
66
Goepper Burkhardt
South Carolina
$12.9M -$65.6K -3,000 -0.5%
MWA
67
Martel Wealth Advisors
Washington
$12.7M -$72.2K -3,300 -0.6%
IAN
68
Integrated Advisors Network
Texas
$12.4M +$270K +12,342 +2%
GSIS
69
Global Strategic Investment Solutions
Arizona
$12.3M -$79.5K -3,636 -0.7%
PWM
70
Perigon Wealth Management
California
$12.2M +$967K +44,202 +9%
EFG
71
Ethos Financial Group
Pennsylvania
$11.4M +$978K +44,718 +10%
AIA
72
Ally Invest Advisors
North Carolina
$11.4M +$2.2M +100,386 +26%
US Bancorp
73
US Bancorp
Minnesota
$11.4M -$8.87M -405,423 -45%
AAS
74
Avantax Advisory Services
Texas
$10.5M +$5.47M +250,188 +125%
CWM
75
Congress Wealth Management
Massachusetts
$10.2M +$96K +4,389 +1%