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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$26.1M +$3.87M +143,375 +17%
BPA
52
Beacon Pointe Advisors
California
$25.2M -$587K -21,754 -2%
MCM
53
MAI Capital Management
Ohio
$25.2M -$22.2K -822 -0.1%
GIA
54
GHP Investment Advisors
Colorado
$25.1M +$610K +22,594 +2%
TWM
55
Tradition Wealth Management
Minnesota
$24.1M +$83.6K +3,098 +0.3%
PCIA
56
Prime Capital Investment Advisors
Kansas
$23.7M -$532K -19,722 -2%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.3M -$517K -19,165 -2%
FAN
58
Financial Advisors Network
California
$21.9M +$22.7M +839,516 New
Goldman Sachs
59
Goldman Sachs
New York
$21M +$21.5M +795,567 +6,720%
SFG
60
Sage Financial Group
Pennsylvania
$20.7M -$475K -17,580 -2%
Creative Planning
61
Creative Planning
Kansas
$19.6M -$298K -11,051 -1%
KAS
62
Kestra Advisory Services
Texas
$19.4M -$2.39M -88,357 -11%
AIA
63
Ally Invest Advisors
North Carolina
$19.3M +$1.82M +67,516 +10%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$19.2M -$2.17M -80,415 -10%
PA
65
Persium Advisors
Georgia
$19M +$19.7M +730,712 New
JP Morgan Chase
66
JP Morgan Chase
New York
$18.9M +$2.72M +100,716 +16%
Cerity Partners
67
Cerity Partners
New York
$18.7M -$2.47M -91,501 -11%
NFW
68
Noble Family Wealth
Florida
$17.9M +$18K +666 +0.1%
JC
69
JBGlobal.com
New York
$17.7M +$18.4M +680,734 New
MML Investors Services
70
MML Investors Services
Massachusetts
$17.6M +$1.1M +40,929 +6%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$17.6M -$1.65M -60,946 -8%
SFA
72
Seneca Financial Advisors
New York
$17M +$200K +7,394 +1%
GC
73
Garde Capital
Washington
$16.4M +$261K +9,656 +2%
SWM
74
Stark Wealth Management
Pennsylvania
$16.3M +$16.9M +624,825 New
CIA
75
Cape Investment Advisory
Georgia
$15.9M -$146K -5,421 -0.9%