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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Tradition Wealth Management
Minnesota
$22.2M -$2.47M -99,828 -10%
KAS
52
Kestra Advisory Services
Texas
$21.2M +$10.1M +407,379 +68%
SFG
53
Sage Financial Group
Pennsylvania
$20.3M -$419K -16,941 -2%
Creative Planning
54
Creative Planning
Kansas
$20M -$368K -14,886 -2%
SAM
55
Summit Asset Management
Tennessee
$20M +$666K +26,961 +3%
Cerity Partners
56
Cerity Partners
New York
$20M -$320K -12,936 -2%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$18.7M +$1.4M +56,799 +8%
NFW
58
Noble Family Wealth
Florida
$17.1M -$4.89K -198 -0%
DP
59
Denver PWM
Colorado
$16.8M +$848K +34,332 +5%
AIA
60
Ally Invest Advisors
North Carolina
$16.4M +$2.05M +82,971 +14%
SAMC
61
Spectrum Asset Management (California)
California
$16.1M -$70.8K -2,865 -0.4%
GC
62
Garde Capital
Washington
$16M -$754K -30,504 -5%
JP Morgan Chase
63
JP Morgan Chase
New York
$15.2M -$892K -36,084 -6%
SFA
64
Seneca Financial Advisors
New York
$15.2M +$282K +11,430 +2%
CIA
65
Cape Investment Advisory
Georgia
$15M -$40.2K -1,626 -0.3%
MA
66
Mutual Advisors
Nebraska
$14.8M +$5.86K +237 +0%
MML Investors Services
67
MML Investors Services
Massachusetts
$14.3M -$50.9K -2,058 -0.4%
CWA
68
Cornerstone Wealth Advisors
Minnesota
$14.1M -$151K -6,129 -1%
PWM
69
Perigon Wealth Management
California
$13.5M +$135K +5,451 +1%
MWA
70
Martel Wealth Advisors
Washington
$13M -$155K -6,267 -1%
GSIS
71
Global Strategic Investment Solutions
Arizona
$13M -$1.26K -51 -0%
EFG
72
Ethos Financial Group
Pennsylvania
$13M +$378K +15,282 +3%
GB
73
Goepper Burkhardt
South Carolina
$12.8M -$217K -8,778 -2%
BHB
74
Bank Hapoalim BM
Israel
$12.4M +$12.5M +504,000 New
IAN
75
Integrated Advisors Network
Texas
$11.8M -$201K -8,154 -2%