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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$684M +$33.1M +1,857,699 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$131M +$13.7M +770,544 +12%
Bank of America
3
Bank of America
North Carolina
$128M +$68.9M +3,874,833 +123%
APP
4
Avantax Planning Partners
Iowa
$106M -$19.6M -1,099,797 -16%
BlackRock
5
BlackRock
New York
$43.4M +$2.06M +115,581 +5%
UBS Group
6
UBS Group
Switzerland
$41.1M +$739K +41,553 +2%
KF
7
Krilogy Financial
Missouri
$39.2M +$923K +51,861 +2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$36.3M +$4.52M +253,920 +15%
FCI
9
Financial Counselors Inc
Kansas
$30.8M -$1.46M -81,948 -5%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.6M -$814K -45,729 -3%
Mariner
11
Mariner
Kansas
$29.1M +$22.9M +1,287,087 +415%
MG
12
Mather Group
Illinois
$19.9M +$3.38M +190,203 +21%
OIA
13
OneDigital Investment Advisors
Kansas
$18.4M +$678K +38,091 +4%
DDPOM
14
Delta Dental Plan of Michigan
Michigan
$17.5M +$17.7M +992,172 New
GAM
15
Gemmer Asset Management
California
$16.8M +$303K +17,013 +2%
MAG
16
Mokosak Advisory Group
Iowa
$16.4M +$16M +897,123 New
AI
17
Atria Investments
North Carolina
$15.8M +$8.13M +456,786 +112%
LYV
18
Live Your Vision
Pennsylvania
$13.9M -$1.54M -86,277 -10%
AA
19
Apriem Advisors
California
$13.8M +$1.26M +70,911 +10%
LPL Financial
20
LPL Financial
California
$13.4M +$1.75M +98,460 +15%
SAM
21
Summit Asset Management
Tennessee
$13.4M -$488K -27,438 -4%
I
22
INVST
Indiana
$13.3M +$1.75M +98,160 +16%
MA
23
MUFG Americas
New York
$12.2M +$1.1M +61,905 +10%
GPW
24
GFS Private Wealth
Florida
$11.8M +$11.5M +648,414 New
PEA
25
Pacific Edge Advisors
California
$11.8M +$11.5M +645,390 New