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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$5.42M -$97.7K -5,328 -1%
BWM
77
BerganKDV Wealth Management
Minnesota
$5.37M +$1.52M +83,112 +30%
HighTower Advisors
78
HighTower Advisors
Illinois
$5.2M -$1.98M -107,967 -23%
XF
79
XML Financial
Maryland
$5.14M -$1.91M -104,013 -23%
RWM
80
RKL Wealth Management
Pennsylvania
$4.95M +$87.8K +4,791 +1%
MIAN
81
Mariner Independent Advisor Network
Kansas
$4.86M +$181K +9,879 +3%
CG
82
Colony Group
Massachusetts
$4.83M -$426K -23,241 -7%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$4.83M +$1.51M +82,614 +34%
CM
84
Columbus Macro
Pennsylvania
$4.76M +$519K +28,329 +10%
MA
85
Mutual Advisors
Nebraska
$4.43M +$683K +37,278 +14%
GCP
86
Gill Capital Partners
Colorado
$4.39M +$5.46M +297,642 New
KLI
87
Kelman-Lazarov Inc
Tennessee
$4.33M -$10.6M -579,846 -66%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$4.19M +$3.4M +185,352 +188%
Jane Street
89
Jane Street
New York
$4.09M +$3.04M +165,582 +148%
PRS
90
Pinkerton Retirement Specialists
Idaho
$4.07M +$195K +10,647 +4%
PA
91
Prism Advisors
California
$4.04M +$1.98M +108,036 +65%
LWM
92
Laidlaw Wealth Management
New York
$3.98M +$1.99M +108,573 +67%
PEA
93
Pacific Edge Advisors
California
$3.96M -$165K -9,000 -3%
EE
94
EWG Elevate
California
$3.85M +$289K +15,756 +6%
ISWM
95
Independent Solutions Wealth Management
New York
$3.83M -$296K -16,122 -6%
EWM
96
Empirical Wealth Management
Washington
$3.63M +$3.96M +215,736 +707%
ECG
97
Edge Capital Group
Georgia
$3.54M +$741K +40,395 +20%
SWM
98
Southern Wealth Management
Texas
$3.52M +$3.94M +214,815 +893%
I
99
INVST
Indiana
$3.37M -$5.45M -297,375 -55%
BAM
100
Berkshire Asset Management
Pennsylvania
$3.35M +$250K +13,647 +6%