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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
$24.6M +$519K +20,220 +2%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.5M -$1.58M -61,569 -6%
VC
53
Veery Capital
Delaware
$23M +$17.2M +669,138 +354%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$22.9M +$2.53M +98,583 +13%
KAS
55
Kestra Advisory Services
Texas
$22.3M -$4.52M -175,941 -17%
SAM
56
Summit Asset Management
Tennessee
$22.2M +$422K +16,416 +2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$21.9M -$3.22M -125,163 -13%
SFG
58
Sage Financial Group
Pennsylvania
$21.7M -$250K -9,729 -1%
Cerity Partners
59
Cerity Partners
New York
$21.6M -$15.7K -612 -0.1%
Creative Planning
60
Creative Planning
Kansas
$20.5M -$1.21M -47,121 -6%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$19.7M +$10.6M +413,049 +128%
DP
62
Denver PWM
Colorado
$18.5M +$278K +10,821 +2%
NFW
63
Noble Family Wealth
Florida
$18.5M -$51.6K -2,010 -0.3%
AIA
64
Ally Invest Advisors
North Carolina
$18M +$232K +9,042 +1%
WIA
65
World Investment Advisors
California
$17.4M +$15.4M +600,192 +1,175%
SFA
66
Seneca Financial Advisors
New York
$17.2M +$755K +29,406 +5%
MML Investors Services
67
MML Investors Services
Massachusetts
$17M +$1.47M +57,144 +10%
JP Morgan Chase
68
JP Morgan Chase
New York
$16.7M +$200K +7,797 +1%
GC
69
Garde Capital
Washington
$16.6M -$716K -27,864 -4%
CIA
70
Cape Investment Advisory
Georgia
$16.4M +$199K +7,746 +1%
SAMC
71
Spectrum Asset Management (California)
California
$15.9M -$1.42M -55,227 -9%
MA
72
Mutual Advisors
Nebraska
$15.5M +$29.6M +1,150,677 +199%
CWA
73
Cornerstone Wealth Advisors
Minnesota
$15.2M -$57.4K -2,235 -0.4%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$14.8M +$13.6M +529,515 +2,165%
EFG
75
Ethos Financial Group
Pennsylvania
$14.4M +$419K +16,308 +3%