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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.5M +$22.9M +1,825,008 +806%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.88M +$1.08M +86,499 +12%
SAM
3
Summit Asset Management
Tennessee
$8.89M -$302K -24,135 -3%
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$5.73M +$97.3K +7,767 +2%
UCFA
5
United Capital Financial Advisors
Texas
$5.61M +$1.01M +80,331 +22%
Mariner
6
Mariner
Kansas
$3.48M -$76.1K -6,075 -2%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$2.99M +$3.01M +240,696 New
IAS
8
IMA Advisory Services
Colorado
$2.49M -$4.32K -345 -0.2%
LPL Financial
9
LPL Financial
California
$2.35M -$6.31K -504 -0.3%
PMG
10
ProVise Management Group
Florida
$2.13M +$1.28M +102,228 +148%
Citigroup
11
Citigroup
New York
$1.86M +$1.88M +150,000 New
CCM
12
Condor Capital Management
New Jersey
$1.68M +$224K +17,916 +15%
CAN
13
Cetera Advisor Networks
California
$1.3M +$337K +26,868 +35%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.16M +$80.4K +6,417 +7%
LYV
15
Live Your Vision
Pennsylvania
$1.04M +$49.2K +3,930 +5%
TH
16
Timber Hill
Connecticut
$885K +$891K +71,157 New
CCM
17
Carlson Capital Management
Minnesota
$822K +$141K +11,280 +21%
BCI
18
Brinker Capital Investments
Pennsylvania
$552K +$40.2K +3,213 +8%
Ameriprise
19
Ameriprise
Minnesota
$463K +$124K +9,870 +36%
SFSG
20
Stearns Financial Services Group
North Carolina
$458K +$45.6K +3,639 +11%
CDIA
21
Capital Directions Investment Advisors
Georgia
$424K -$10.7K -858 -2%
GIA
22
GHP Investment Advisors
Colorado
$421K +$192K +15,363 +83%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$368K +$6.54K +522 +2%
DSC
24
Duncker Streett & Co
Missouri
$358K +$11.8K +939 +3%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$355K +$2.33K +186 +0.7%