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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
101
Alpha Cubed Investments
California
$1.29M +$36.8K +2,010 +3%
HighTower Advisors
102
HighTower Advisors
Illinois
$1.27M +$184K +10,029 +16%
KWM
103
Kingsview Wealth Management
Oregon
$1.25M +$140K +7,614 +12%
CHA
104
Cedar Hill Associates
Illinois
$1.21M
Creative Planning
105
Creative Planning
Kansas
$1.21M +$80.9K +4,413 +7%
TIM
106
Total Investment Management
Arizona
$1.2M -$144K -7,839 -10%
AG
107
Advisor Group
Arizona
$1.18M +$72.6K +3,963 +6%
MAM
108
Marquette Asset Management
Minnesota
$1.15M -$8.41K -459 -0.7%
BFM
109
Broadview Financial Management
Wisconsin
$1.14M -$23.7K -1,296 -2%
SPI
110
Santori & Peters Inc
Pennsylvania
$1.11M +$136K +7,437 +13%
WDL
111
Well Done LLC
Michigan
$1.08M
CCM
112
Carlson Capital Management
Minnesota
$1.04M -$1.87K -102 -0.2%
ACA
113
Atlas Capital Advisors
Wyoming
$1.01M +$1.05M +57,258 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$972K +$70K +3,822 +7%
NWS
115
Newport Wealth Strategies
California
$960K -$28.3K -1,542 -3%
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$954K +$22.6K +1,236 +2%
HSA
117
HBK Sorce Advisory
Pennsylvania
$918K -$127K -6,921 -12%
AF
118
Advisornet Financial
Minnesota
$909K +$61.1K +3,333 +7%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$874K +$11K +603 +1%
PAG
120
Private Advisor Group
New Jersey
$863K -$142K -7,758 -14%
GC
121
Garde Capital
Washington
$846K +$46.4K +2,535 +6%
PFM
122
Phillips Financial Management
Indiana
$838K -$106K -5,805 -11%
BTS
123
BB&T Securities
Virginia
$781K +$813K +44,385 New
BW
124
Bison Wealth
Georgia
$765K +$16.5K +900 +2%
JC
125
Jentner Corp
Ohio
$740K +$75.7K +4,134 +11%