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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$27.1M -$300K -11,159 -1%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$27.1M -$1.04M -38,746 -4%
BPA
53
Beacon Pointe Advisors
California
$26M +$263K +9,802 +1%
MCM
54
MAI Capital Management
Ohio
$26M +$298K +11,087 +1%
GIA
55
GHP Investment Advisors
Colorado
$25.9M +$311K +11,577 +1%
TWM
56
Tradition Wealth Management
Minnesota
$24.8M +$310K +11,550 +1%
FAN
57
Financial Advisors Network
California
$23.1M +$795K +29,639 +4%
AIA
58
Ally Invest Advisors
North Carolina
$21.5M +$1.85M +68,743 +9%
MML Investors Services
59
MML Investors Services
Massachusetts
$21.2M +$3.25M +121,141 +18%
JP Morgan Chase
60
JP Morgan Chase
New York
$20.8M +$1.59M +59,190 +8%
SFG
61
Sage Financial Group
Pennsylvania
$20.8M -$267K -9,961 -1%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.6M -$3.21M -119,417 -13%
Creative Planning
63
Creative Planning
Kansas
$20.2M +$200K +7,449 +1%
PA
64
Persium Advisors
Georgia
$19.9M +$514K +19,147 +3%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$19.1M -$11.7M -434,611 -39%
Cerity Partners
66
Cerity Partners
New York
$19M -$21.8K -813 -0.1%
SFA
67
Seneca Financial Advisors
New York
$18.3M +$980K +36,509 +6%
TFA
68
Teamwork Financial Advisors
Texas
$18.1M +$18.3M +680,271 New
NFW
69
Noble Family Wealth
Florida
$17.8M -$526K -19,601 -3%
MWP
70
Meriwether Wealth & Planning
Louisiana
$17.8M +$3.17M +118,031 +21%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$17.5M -$2.03M -75,656 -10%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$17.3M +$17.5M +650,575 New
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$17.3M -$652K -24,274 -4%
JC
74
JBGlobal.com
New York
$17.1M -$1.03M -38,341 -6%
DP
75
Denver PWM
Colorado
$17M +$1.29M +48,089 +8%