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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$6.36M -$287K -17,586 -5%
FAAS
77
First Allied Advisory Services
California
$6.07M -$210K -12,864 -3%
MGIA
78
Moneta Group Investment Advisors
Missouri
$5.98M -$185K -11,313 -3%
OCM
79
One Capital Management
California
$5.9M -$361K -22,128 -6%
OPS
80
Orion Portfolio Solutions
Nebraska
$5.77M +$5.61M +343,524 +20,339%
MA
81
Mutual Advisors
Nebraska
$5.64M +$608K +37,266 +12%
PCIA
82
Prime Capital Investment Advisors
Kansas
$5.58M -$703K -43,035 -11%
HighTower Advisors
83
HighTower Advisors
Illinois
$5.51M -$376K -23,007 -7%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$5.46M -$1.91M -117,261 -26%
GWS
85
Glassman Wealth Services
Virginia
$5.46M -$3.06M -187,167 -36%
CM
86
Columbus Macro
Pennsylvania
$5.14M -$246K -15,078 -5%
RWM
87
RKL Wealth Management
Pennsylvania
$5.12M -$463K -28,368 -8%
BWM
88
BerganKDV Wealth Management
Minnesota
$5.12M -$939K -57,540 -16%
GCP
89
Gill Capital Partners
Colorado
$5.09M +$119K +7,278 +2%
I
90
INVST
Indiana
$4.97M +$953K +58,341 +24%
Creative Planning
91
Creative Planning
Kansas
$4.9M +$3.44M +210,591 +254%
CG
92
Colony Group
Massachusetts
$4.49M -$966K -59,139 -18%
LWM
93
Laidlaw Wealth Management
New York
$4.46M -$35.2K -2,157 -0.8%
ISWM
94
Independent Solutions Wealth Management
New York
$4.45M +$107K +6,525 +3%
BAM
95
Berkshire Asset Management
Pennsylvania
$4.4M +$593K +36,330 +16%
EWM
96
Empirical Wealth Management
Washington
$4.33M +$209K +12,777 +5%
FAN
97
Financial Advisors Network
California
$4.22M -$2.61M -159,813 -39%
BAMG
98
Brand Asset Management Group
Missouri
$4.05M +$381K +23,322 +11%
DAS
99
Dynamic Advisor Solutions
Arizona
$3.95M +$1.96M +120,288 +104%
SWM
100
Southern Wealth Management
Texas
$3.91M -$80.8K -4,950 -2%