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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
76
Allen Capital Group
Nebraska
$6.1M -$174K -9,783 -3%
MIAN
77
Mariner Independent Advisor Network
Kansas
$6.04M +$2.23M +125,802 +61%
CM
78
Columbus Macro
Pennsylvania
$5.94M +$181K +10,170 +3%
RWM
79
RKL Wealth Management
Pennsylvania
$5.91M +$264K +14,856 +5%
PEA
80
Pacific Edge Advisors
California
$5.87M -$535K -30,150 -9%
GWA
81
Guidant Wealth Advisors
Illinois
$5.57M +$803K +45,219 +17%
SFA
82
Sequoia Financial Advisors
Ohio
$5.52M -$1.22M -68,901 -19%
GC
83
Garde Capital
Washington
$5.25M +$241K +13,563 +5%
PGA
84
Premia Global Advisors
Florida
$5M +$4.87M +274,545 New
BC
85
Brio Consultants
California
$4.89M +$3.57M +201,159 +302%
NSAM
86
North Star Asset Management
Wisconsin
$4.6M -$116K -6,519 -3%
MWA
87
Martel Wealth Advisors
Washington
$4.51M +$3.89M +219,243 +789%
I
88
INVST
Indiana
$4.34M -$10.4M -583,401 -71%
PA
89
Prism Advisors
California
$4.34M -$515K -28,989 -11%
SWM
90
SeaCrest Wealth Management
New York
$4.26M -$225K -12,654 -5%
BWA
91
BlueSky Wealth Advisors
North Carolina
$4.18M +$13.9K +786 +0.3%
CC
92
Cassaday & Co
Virginia
$4.04M -$8.36K -471 -0.2%
EFS
93
Econ Financial Services
Pennsylvania
$4.03M +$2.52M +141,861 +179%
CCM
94
Condor Capital Management
New Jersey
$3.85M +$2.24K +126 +0.1%
MML Investors Services
95
MML Investors Services
Massachusetts
$3.77M +$1.13M +63,507 +44%
PV
96
Private Vista
Illinois
$3.74M -$2.42M -136,530 -40%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$3.73M -$357K -20,115 -9%
BCI
98
Brinker Capital Investments
Pennsylvania
$3.73M -$158K -8,913 -4%
BAM
99
Berkshire Asset Management
Pennsylvania
$3.73M +$176K +9,906 +5%
RFA
100
Reilly Financial Advisors
California
$3.69M +$977K +55,062 +37%