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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
$847M +$48.2M +2,598,063 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$163M +$17.8M +959,709 +11%
Bank of America
3
Bank of America
North Carolina
$127M +$14.1M +763,275 +13%
APP
4
Avantax Planning Partners
Iowa
$119M +$3.23M +174,096 +3%
MG
5
Mather Group
Illinois
$101M +$27M +1,455,441 +37%
UCFA
6
United Capital Financial Advisors
Texas
$63.4M -$371K -20,016 -0.6%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$49.6M +$9.9M +533,883 +25%
KF
8
Krilogy Financial
Missouri
$44.7M +$1.13M +60,708 +3%
UBS Group
9
UBS Group
Switzerland
$44.4M +$83.7K +4,515 +0.2%
BlackRock
10
BlackRock
New York
$40.6M -$1.84M -99,159 -4%
Mariner
11
Mariner
Kansas
$33.1M +$1.39M +74,826 +4%
FCI
12
Financial Counselors Inc
Kansas
$31.5M -$279M -15,072,417 -90%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.2M -$795K -42,879 -3%
G
14
Gainplan
Michigan
$30M +$29.8M +1,607,178 New
OIA
15
OneDigital Investment Advisors
Kansas
$26.2M +$1.17M +63,159 +5%
GAM
16
Gemmer Asset Management
California
$20.2M +$2.57M +138,693 +15%
LPL Financial
17
LPL Financial
California
$19.7M +$3.36M +181,530 +21%
RCIM
18
Red Cedar Investment Management
Michigan
$19M +$18.8M +1,015,857 New
MAG
19
Mokosak Advisory Group
Iowa
$18.5M +$617K +33,297 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$18.2M +$18M +971,460 New
MA
21
MUFG Americas
New York
$15.2M +$1.35M +72,642 +10%
I
22
INVST
Indiana
$15.1M -$305K -16,455 -2%
LYV
23
Live Your Vision
Pennsylvania
$14.2M +$192K +10,335 +1%
PEA
24
Pacific Edge Advisors
California
$13.5M -$1.03M -55,800 -7%
SAM
25
Summit Asset Management
Tennessee
$13.4M -$321K -17,328 -2%