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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
$6.37M -$9.13K -522 -0.1%
MA
77
Mutual Advisors
Nebraska
$6.29M +$412K +23,547 +7%
GIA
78
Gladstone Institutional Advisory
Florida
$6.17M -$3.05M -174,552 -33%
ACA
79
Ackerman Capital Advisors
Texas
$6.04M -$1.86M -106,269 -23%
OCM
80
One Capital Management
California
$5.93M -$213K -12,195 -3%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$5.8M -$3.42M -195,738 -37%
FAAS
82
First Allied Advisory Services
California
$5.77M -$546K -31,212 -9%
OPS
83
Orion Portfolio Solutions
Nebraska
$5.76M -$242K -13,860 -4%
PCIA
84
Prime Capital Investment Advisors
Kansas
$5.66M -$150K -8,550 -3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$5.46M -$232K -13,284 -4%
GWS
86
Glassman Wealth Services
Virginia
$5.38M -$307K -17,532 -5%
HighTower Advisors
87
HighTower Advisors
Illinois
$5.36M -$360K -20,607 -6%
GCP
88
Gill Capital Partners
Colorado
$5.1M -$207K -11,826 -4%
RWM
89
RKL Wealth Management
Pennsylvania
$5.05M -$287K -16,416 -5%
EWM
90
Empirical Wealth Management
Washington
$4.86M +$358K +20,445 +8%
FAN
91
Financial Advisors Network
California
$4.74M +$342K +19,563 +8%
EWA
92
EP Wealth Advisors
California
$4.68M -$2.42M -138,582 -34%
CG
93
Colony Group
Massachusetts
$4.52M -$153K -8,766 -3%
TNA
94
True North Advisors
Texas
$4.46M +$636K +36,366 +17%
DAS
95
Dynamic Advisor Solutions
Arizona
$4.32M +$204K +11,676 +5%
BAMG
96
Brand Asset Management Group
Missouri
$4.28M +$59K +3,372 +1%
SWM
97
Southern Wealth Management
Texas
$4.24M +$171K +9,774 +4%
CM
98
Columbus Macro
Pennsylvania
$4.14M -$1.22M -69,807 -23%
Goldman Sachs
99
Goldman Sachs
New York
$4.12M +$4.14M +236,673 New
SWM
100
SeaCrest Wealth Management
New York
$4.1M +$225K +12,852 +6%