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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
76
PrairieView Partners
Minnesota
$7.56M -$614K -31,710 -8%
GBBWRPM
77
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7.52M -$1.21M -62,511 -14%
SFA
78
Sequoia Financial Advisors
Ohio
$7.46M +$318K +16,398 +5%
JIP
79
JBJ Investment Partners
South Carolina
$7.07M
CG
80
Colony Group
Massachusetts
$7.03M -$65.6K -3,384 -1%
FAAS
81
First Allied Advisory Services
California
$6.95M +$93.2K +4,809 +1%
EWA
82
EP Wealth Advisors
California
$6.73M +$4.38M +226,245 +206%
GG
83
Greenwood Gearhart
Arkansas
$6.69M +$96.5K +4,980 +2%
RWM
84
RKL Wealth Management
Pennsylvania
$6.62M +$381K +19,668 +6%
MIAN
85
Mariner Independent Advisor Network
Kansas
$6.49M -$1.45M -74,964 -19%
MML Investors Services
86
MML Investors Services
Massachusetts
$6.24M +$75.4K +3,891 +1%
CM
87
Columbus Macro
Pennsylvania
$5.9M -$54.2K -2,796 -0.9%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$5.89M +$1.11M +57,042 +24%
SC
89
Savant Capital
Illinois
$5.83M +$2.02M +104,097 +56%
BWM
90
BerganKDV Wealth Management
Minnesota
$5.63M +$5.45M +281,070 New
FAN
91
Financial Advisors Network
California
$5.58M +$2.47M +127,611 +85%
GC
92
Garde Capital
Washington
$5.57M +$16.5K +852 +0.3%
PEA
93
Pacific Edge Advisors
California
$5.55M -$584K -30,150 -10%
ISWM
94
Independent Solutions Wealth Management
New York
$5.53M +$5.35M +275,961 New
LFAS
95
Level Four Advisory Services
Texas
$5.42M -$125K -6,429 -2%
PRS
96
Pinkerton Retirement Specialists
Idaho
$5.32M +$5.14M +265,245 New
MA
97
Mutual Advisors
Nebraska
$5.27M +$1.08M +55,839 +27%
MGIA
98
Moneta Group Investment Advisors
Missouri
$5.26M +$589K +30,378 +13%
RA
99
Riversedge Advisors
Delaware
$4.98M +$334K +17,262 +7%
AG
100
Advisor Group
Arizona
$4.98M +$2.55M +131,832 +113%