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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
$609K -$38.6K -2,532 -6%
AA
77
Alesco Advisors
New York
$589K +$26.5K +1,740 +5%
RFA
78
Reilly Financial Advisors
California
$586K -$16.6K -1,086 -3%
PAG
79
Private Advisor Group
New Jersey
$579K +$5.31K +348 +0.9%
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$536K -$1.74K -114 -0.3%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$516K -$757K -49,653 -59%
S
82
SignatureFD
Georgia
$503K +$21.9K +1,437 +5%
JFA
83
JNBA Financial Advisors
Minnesota
$503K +$505K +33,099 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$479K +$14.1K +924 +3%
PFA
85
Pure Financial Advisors
California
$464K +$187K +12,231 +67%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$436K -$25.4K -1,668 -5%
HighTower Advisors
87
HighTower Advisors
Illinois
$431K +$51.2K +3,357 +13%
NL
88
NWAM LLC
Washington
$403K -$32.3K -2,115 -7%
BAC
89
Boys Arnold & Co
North Carolina
$403K
ZIM
90
Zacks Investment Management
Illinois
$380K +$28.3K +1,854 +8%
RC
91
Roundview Capital
New Jersey
$365K -$40.7K -2,670 -10%
DSC
92
Duncker Streett & Co
Missouri
$365K +$14K +921 +4%
AL
93
Aspiriant LLC
California
$345K -$39.9K -2,619 -10%
AI
94
Atria Investments
North Carolina
$340K +$341K +22,395 New
RIA
95
Regal Investment Advisors
Michigan
$332K -$51.7K -3,390 -13%
WIC
96
Whitegate Investment Counselors
New Hampshire
$320K +$322K +21,099 New
FM
97
Foster & Motley
Ohio
$311K +$137 +9 +0%
US Bancorp
98
US Bancorp
Minnesota
$309K -$6.31K -414 -2%
BO
99
BRR OpCo
Ohio
$306K +$7.73K +507 +3%
AIM
100
Avity Investment Management
Connecticut
$305K -$137K -9,000 -31%