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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
76
HBK Sorce Advisory
Pennsylvania
$249K +$245K +16,959 New
FM
77
Foster & Motley
Ohio
$240K -$7.74K -537 -3%
BC
78
Bartlett & Co
Ohio
$230K +$158K +10,950 +232%
Betterment LLC
79
Betterment LLC
New York
$225K +$221K +15,336 New
RCG
80
Ruggie Capital Group
Florida
$224K +$220K +15,234 New
AG
81
Appleton Group
Wisconsin
$220K +$8.26K +573 +4%
WCM
82
Westend Capital Management
California
$171K -$4.63K -321 -3%
CC
83
Cassaday & Co
Virginia
$129K +$127K +8,793 New
FANJ
84
Financial Architects (New Jersey)
New Jersey
$116K +$55.1K +3,819 +94%
MFS
85
MSI Financial Services
Massachusetts
$115K +$10.1K +699 +10%
SEIA
86
Signature Estate & Investment Advisors
California
$115K +$112K +7,797 New
MA
87
MUFG Americas
New York
$84K +$36.3K +2,520 +79%
BRWA
88
B. Riley Wealth Advisors
Florida
$71K +$69.2K +4,800 New
CG
89
Colony Group
Massachusetts
$59K +$58.1K +4,029 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$44K
US Bancorp
91
US Bancorp
Minnesota
$44K +$43.3K +3,000 New
SIA
92
Stancorp Investment Advisers
Oregon
$42K +$41.3K +2,862 New
NPC
93
National Planning Corporation
California
$40.4K +$40.3K +2,793 New
AWM
94
Avior Wealth Management
Nebraska
$39K +$6.88K +477 +22%
PAI
95
Pittenger & Anderson Inc
Nebraska
$31K
NFG
96
Next Financial Group
Texas
$30K +$28.9K +2,007 New
CCS
97
Crosspoint Capital Strategies
California
$27K +$27.3K +1,890 New
MA
98
MCF Advisors
Kentucky
$23K +$2.47K +171 +13%
MAS
99
Madden Advisory Services
Florida
$13K
VNA
100
Valley National Advisers
Pennsylvania
$11K +$11.7K +810 New