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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
51
FAS Wealth Partners
Kansas
$32.6M -$982K -31,512 -3%
FAN
52
Financial Advisors Network
California
$32.3M +$650K +20,855 +2%
CI
53
CX Institutional
Indiana
$32.2M -$24.7M -793,286 -43%
SIA
54
Serenity Investment Advisors
Illinois
$32M +$2.35M +75,329 +9%
DW
55
Dodds Wealth
Colorado
$31.8M -$690K -22,144 -2%
GIA
56
GHP Investment Advisors
Colorado
$31.3M +$580K +18,615 +2%
MCM
57
MAI Capital Management
Ohio
$31M +$309K +9,904 +1%
TAP
58
TSG Advice Partners
Ohio
$30.9M +$31.5M +1,012,162 New
SMBT
59
Southern Michigan Bank & Trust
Michigan
$30.5M +$31.2M +1,001,625 New
AIA
60
Ally Invest Advisors
North Carolina
$29.4M +$376K +12,056 +1%
TWM
61
Tradition Wealth Management
Minnesota
$28.8M +$326K +10,455 +1%
MML Investors Services
62
MML Investors Services
Massachusetts
$28.1M -$4.52M -144,934 -14%
Raymond James Financial
63
Raymond James Financial
Florida
$26M +$295K +9,476 +1%
KWM
64
KRM Wealth Management
Nevada
$25.4M +$876K +28,130 +4%
PA
65
Persium Advisors
Georgia
$25.3M -$516K -16,558 -2%
Wells Fargo
66
Wells Fargo
California
$25M -$1.84M -59,149 -7%
KAS
67
Kestra Advisory Services
Texas
$24.8M +$6.35M +203,910 +34%
MFG
68
Merit Financial Group
Georgia
$24.5M +$66K +2,120 +0.3%
SFG
69
Sage Financial Group
Pennsylvania
$23.6M -$295K -9,467 -1%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$23M +$1.58M +50,817 +7%
NFW
71
Noble Family Wealth
Florida
$22.1M -$146K -4,677 -0.6%
WA
72
Waverly Advisors
Alabama
$21.9M +$4.15M +133,303 +23%
UWM
73
USAdvisors Wealth Management
Minnesota
$21.8M +$952K +30,565 +4%
OIA
74
OneDigital Investment Advisors
Kansas
$21.2M -$10.8M -345,686 -33%
EFG
75
Ethos Financial Group
Pennsylvania
$21.1M +$345K +11,061 +2%