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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
76
BlackRock
New York
$11M -$404K -17,061 -4%
CAM
77
Cresset Asset Management
Illinois
$10.5M +$194K +8,175 +2%
AG
78
Appleton Group
Wisconsin
$10.3M -$9.63M -406,593 -48%
PP
79
PrairieView Partners
Minnesota
$9.95M +$171K +7,227 +2%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$9.92M +$197K +8,316 +2%
ST
81
Spinnaker Trust
Maine
$9.72M +$436K +18,405 +5%
HSA
82
HBK Sorce Advisory
Pennsylvania
$9.41M -$423K -17,856 -4%
SFA
83
Seneca Financial Advisors
New York
$9.35M +$461K +19,479 +5%
GIA
84
Gladstone Institutional Advisory
Florida
$9.29M -$508K -21,468 -5%
SFA
85
Sequoia Financial Advisors
Ohio
$9.28M -$32K -1,353 -0.3%
RDIA
86
RE Dickinson Investment Advisors
Iowa
$9.27M +$9.15M +386,565 +12,214%
WFA
87
Wipfli Financial Advisors
Wisconsin
$9.08M -$105K -4,416 -1%
HG
88
Harbor Group
New Hampshire
$8.82M -$298K -12,606 -3%
PFWA
89
Paces Ferry Wealth Advisors
Georgia
$8.74M +$508K +21,462 +6%
TNA
90
True North Advisors
Texas
$8.73M +$446K +18,840 +5%
FA
91
Financial Advisors
Massachusetts
$8.71M +$1.03M +43,443 +13%
NDSI
92
Newman Dignan & Sheerar Inc
Rhode Island
$8.69M -$175K -7,389 -2%
5L
93
55I LLC
Massachusetts
$8.66M +$4.72M +199,218 +121%
GSIS
94
Global Strategic Investment Solutions
Arizona
$8.49M -$1.27M -53,805 -13%
CP
95
Capital Planning
Washington
$8.34M +$114K +4,836 +1%
CAG
96
Curtis Advisory Group
California
$8.3M +$107K +4,524 +1%
GCP
97
Gill Capital Partners
Colorado
$7.92M +$194K +8,178 +3%
WPIC
98
White Pine Investment Company
Michigan
$7.85M +$94.2K +3,981 +1%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$7.84M -$1.73M -72,873 -18%
SAF
100
Smith Anglin Financial
Texas
$7.67M +$1.42M +59,808 +23%