Schwab US Large-Cap ValueSCHVETF
13F holders, Q1 2024 (March 31)754holders
2famous investors
$75.26avg. 13F price*
At the end of Q1 2024, 754 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Sei Investments Co. ($831.7M) and Mather Group, Llc. ($736.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $85.5M |
| Exits | 41 | $112.2M |
Ownership 754 holders
| Financial Engines Advisors L.L.C. | 3.25% | Reduce -2.5% | 18,989,116 | $1.4B |
| Sei Investments Co. | 1.22% | Add +5.5% | 10,946,307 | $831.7M |
| Mather Group, Llc. | 11.62% | Reduce -0.4% | 10,499,898 | $736.0M |
| Osaic Holdings, Inc. | 0.78% | Reduce -19.2% | 4,575,921 | $347.7M |
| Avantax Planning Partners, Inc. | 10.08% | Reduce -1.8% | 4,097,514 | $311.3M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -5.5% | 3,641,282 | $276.7M |
| Wealth Enhancement Advisory Services, LLC | 0.54% | Reduce -57.9% | 2,753,534 | $209.2M |
| Mariner, LLC | 0.38% | Reduce -3.4% | 2,399,613 | $182.3M |
| Betterment LLC | 0.35% | Reduce -7.4% | 1,701,812 | $129.3M |
| Savant Capital, LLC | 1.13% | Reduce -2.8% | 1,293,972 | $98.3M |
| Gemmer Asset Management LLC | 11.34% | Add +1.5% | 1,286,125 | $97.7M |
| Krilogy Financial LLC | 6.41% | Reduce -0.4% | 1,099,973 | $83.6M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,080,245 | $82.1M |
| Moneta Group Investment Advisors LLC | 1.25% | Add +36.4% | 1,005,736 | $76.4M |
| Financial Advisors, LLC | 14.10% | Add +1.0% | 896,552 | $68.1M |
| Rainey & Randall Wealth Advisors Inc. | 15.87% | Add +1.9% | 893,401 | $67.9M |
| Mokosak Advisory Group, LLC | 22.02% | Add +6.7% | 877,937 | $66.7M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -1.3% | 658,543 | $50.0M |
| Morgan Stanley | 0.00% | Reduce -6.2% | 646,574 | $49.1M |
| UBS Group AG | 0.02% | Reduce -0.0% | 626,679 | $47.6M |
| OneDigital Investment Advisors LLC | 0.73% | Reduce -3.6% | 612,654 | $46.5M |
| Financial Counselors Inc. | 0.78% | Reduce -6.4% | 608,506 | $46.2M |
| Bank of America Corp. | 0.00% | Add +10.8% | 552,406 | $42.0M |
| CX Institutional | 1.98% | Add +44.0% | 539,435 | $41.0M |
| Summit Wealth & Retirement Planning, Inc. | 13.69% | Add +5.2% | 505,542 | $38.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.7% | 462,963 | $35.0M |
| Dodds Wealth, LLC | 14.02% | Add +5.7% | 453,926 | $34.5M |
| GenWealth Group, Inc. | 8.46% | Add +2.3% | 441,799 | $33.6M |
| Cetera Investment Advisers | 0.08% | Add +209.3% | 431,996 | $32.8M |
| FAS Wealth Partners, Inc. | 2.80% | Reduce -3.6% | 415,591 | $31.6M |
| Northern Capital Management, Inc. | 21.69% | Add +23.0% | 409,198 | $31.1M |
| Prime Capital Investment Advisors, LLC | 0.42% | Add +27.3% | 396,179 | $30.1M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -3.5% | 386,170 | $29.3M |
| HRC Wealth Management, LLC | 21.20% | Reduce -0.0% | 381,820 | $29.0M |
| Ballast Advisors LLC | 9.71% | Add +6.4% | 379,350 | $28.8M |
| Focus Financial Network, Inc. | 1.38% | — | 393,472 | $28.3M |
| XML Financial, LLC | 2.83% | Reduce -1.0% | 363,201 | $27.6M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -0.1% | 355,580 | $27.0M |
| Wells Fargo & Company | 0.01% | Reduce -6.8% | 344,073 | $26.1M |
| Cooper Financial Group | 4.19% | Add +12.2% | 335,790 | $25.5M |
| Tradition Wealth Management, LLC | 2.56% | New | 333,171 | $25.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +0.8% | 329,654 | $25.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -33.4% | 327,132 | $24.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.56% | Reduce -3.2% | 326,333 | $24.8M |
| MAI Capital Management | 0.25% | Add +151.6% | 321,644 | $24.4M |
| Marshall Financial Group Inc. | 7.70% | Add +3.1% | 307,359 | $23.4M |
| GHP Investment Advisors, Inc. | 1.15% | Add +2.3% | 305,066 | $23.2M |
| Sage Financial Group Inc. | 1.91% | Reduce -2.4% | 279,435 | $21.2M |
| Creative Planning | 0.02% | Reduce -0.7% | 275,426 | $20.9M |
| Cerity Partners LLC | 0.05% | Add +0.1% | 273,792 | $20.8M |
| Apollon Wealth Management, LLC | 0.65% | Reduce -5.0% | 269,654 | $20.5M |
| Summit Asset Management, LLC | 2.35% | Add +3.4% | 261,242 | $19.8M |
| Black Diamond Financial, LLC | 4.85% | No change | 255,768 | $17.9M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +120.9% | 233,584 | $17.7M |
| Avantax Advisory Services, Inc. | 0.16% | Add +54.7% | 232,135 | $17.6M |
| Noble Family Wealth, LLC | 4.99% | Reduce -7.3% | 230,821 | $17.5M |
| Garde Capital, Inc. | 1.20% | Reduce -4.1% | 225,761 | $17.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.6% | 217,556 | $16.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 7.09% | Reduce -50.4% | 217,526 | $16.5M |
| Denver PWM, LLC | 6.20% | New | 215,616 | $16.1M |
| Cape Investment Advisory, Inc. | 7.19% | Add +1.1% | 202,470 | $15.4M |
| Seneca Financial Advisors LLC | 8.13% | Add +1.5% | 200,794 | $15.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +41.1% | 200,332 | $15.2M |
| Ally Invest Advisors Inc. | 1.46% | Add +19.2% | 193,838 | $14.7M |
| Compound Planning, Inc. | 1.36% | Add +118.5% | 193,757 | $14.7M |
| MML Investors Services, LLC | 0.06% | Reduce -8.2% | 193,108 | $14.7M |
| Mutual Advisors, LLC | 0.47% | Reduce -0.1% | 192,256 | $14.6M |
| Cornerstone Wealth Advisors, Inc. | 4.49% | Reduce -2.0% | 191,998 | $14.6M |
| Perigon Wealth Management, LLC | 0.42% | Add +4.0% | 181,058 | $13.8M |
| Martel Wealth Advisors LLC | 2.93% | Reduce -1.7% | 177,784 | $13.5M |
| Global Strategic Investment Solutions, LLC | 1.56% | Add +0.1% | 175,553 | $13.3M |
| Goepper Burkhardt LLC | 6.12% | Reduce -3.2% | 175,546 | $13.1M |
| Ethos Financial Group, LLC | 2.46% | Add +4.0% | 169,263 | $12.9M |
| Integrated Advisors Network LLC | 0.63% | Reduce -7.9% | 162,612 | $12.4M |
| LCNB Corp. | 4.21% | Add +7.7% | 153,226 | $11.6M |
| CW Advisors, LLC | 0.19% | Reduce -0.1% | 145,689 | $11.1M |
| Retirement Guys Formula LLC | 5.29% | Add +0.5% | 142,730 | $10.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Reduce -0.5% | 142,581 | $10.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +184.4% | 217,671 | $10.8M |
| US Bancorp \de | 0.01% | Reduce -13.6% | 140,428 | $10.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.35% | Add +21.3% | 139,084 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +19.7% | 138,934 | $10.6M |
| Bogart Wealth, LLC | 0.54% | Reduce -0.5% | 137,790 | $10.5M |
| USAdvisors Wealth Management, LLC | 3.67% | Add +8.0% | 128,319 | $9.7M |
| ProVise Management Group, LLC | 0.82% | Reduce -34.7% | 124,424 | $9.5M |
| Councilor Wealth, LLC | 4.55% | Add +7.0% | 119,710 | $9.1M |
| EWG Elevate Inc. | 3.44% | Reduce -10.5% | 119,143 | $9.1M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +569.8% | 118,887 | $9.0M |
| Independent Solutions Wealth Management, LLC | 2.12% | Add +6.3% | 117,395 | $8.9M |
| Gill Capital Partners, LLC | 3.58% | Add +3.5% | 122,223 | $8.9M |
| Total Wealth Planning, LLC | 1.51% | Reduce -7.3% | 115,983 | $8.8M |
| Harbor Group, Inc. | 2.32% | Reduce -0.5% | 115,954 | $8.8M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -0.3% | 113,443 | $8.6M |
| White Pine Investment CO | 2.54% | Add +2.9% | 113,387 | $8.6M |
| Weinberger Asset Management, Inc | 4.15% | Reduce -0.5% | 113,050 | $8.6M |
| WealthShield Partners, LLC | 1.38% | Add +7.8% | 112,509 | $8.5M |
| Capital Planning LLC | 2.72% | Reduce -1.4% | 109,892 | $8.3M |
| Ackerman Capital Advisors, LLC | 2.28% | Reduce -2.4% | 108,739 | $8.3M |
| HBK Sorce Advisory LLC | 0.29% | Reduce -1.4% | 107,058 | $8.1M |
| Captrust Financial Advisors | 0.03% | Reduce -23.2% | 106,899 | $8.1M |
| IVC Wealth Advisors LLC | 4.58% | Reduce -5.8% | 104,407 | $7.9M |
| Sunbelt Securities, Inc. | 0.88% | Add +0.6% | 103,685 | $7.9M |
| Opes Wealth Management LLC | 1.81% | Add +1.2% | 103,344 | $7.9M |
| Gunma Bank,Ltd. | 4.00% | New | 100,000 | $7.6M |
| PrairieView Partners, LLC | 0.85% | Reduce -4.1% | 97,651 | $7.4M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -1.9% | 96,056 | $7.3M |
| Santori & Peters, Inc. | 3.14% | Reduce -0.2% | 95,730 | $7.3M |
| Christensen, King & Associates Investment Services, Inc. | 3.55% | Reduce -0.3% | 93,600 | $7.1M |
| Brand Asset Management Group, Inc. | 2.98% | Reduce -8.8% | 91,179 | $6.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +1.5% | 89,548 | $6.8M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +1.5% | 89,548 | $6.8M |
| Courage Miller Partners, LLC | 2.34% | Reduce -0.3% | 88,977 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.0% | 88,987 | $6.8M |
| Gladstone Institutional Advisory LLC | 0.37% | Reduce -1.7% | 87,767 | $6.7M |
| Bishop & Co Investment Management, LLC | 2.72% | Add +277.8% | 86,587 | $6.6M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -4.7% | 86,205 | $6.5M |
| Florida Financial Advisors, LLC | 4.76% | Add +5.6% | 85,223 | $6.5M |
| Thrive Wealth Management, LLC | 1.32% | Reduce -3.1% | 84,309 | $6.4M |
| James J. Burns & Company, LLC | 2.23% | Reduce -24.9% | 84,822 | $6.4M |
| RKL Wealth Management LLC | 0.63% | Reduce -2.4% | 83,723 | $6.4M |
| Exencial Wealth Advisors, LLC | 0.23% | Add +9.0% | 82,481 | $6.3M |
| Shepherd Kaplan Krochuk, LLC | 4.98% | Add +2.9% | 82,098 | $6.2M |
| Cresset Asset Management, LLC | 0.03% | Add +1.3% | 81,686 | $6.2M |
| MIdWestOne Financial Group, Inc. | 1.10% | Reduce -0.1% | 80,744 | $6.1M |
| Berkshire Asset Management LLC | 0.32% | Reduce -35.2% | 80,309 | $6.1M |
| Diversified Portfolios, Inc. | 0.86% | Add +18.4% | 80,092 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Add +121.1% | 79,622 | $6.0M |
| One Capital Management, LLC | 0.22% | Reduce -1.4% | 79,271 | $6.0M |
| Visionary Wealth Advisors | 0.41% | Reduce -7.0% | 78,973 | $6.0M |
| Ifrah Financial Services, Inc. | 1.60% | Add +2.0% | 74,886 | $5.7M |
| Paces Ferry Wealth Advisors, LLC | 3.64% | Reduce -13.0% | 74,794 | $5.7M |
| Glassman Wealth Services | 1.09% | Reduce -1.2% | 70,749 | $5.4M |
| Per Stirling Capital Management, LLC. | 0.89% | Add +16.5% | 69,898 | $5.3M |
| Newman Dignan & Sheerar, Inc. | 1.41% | Reduce -3.2% | 69,430 | $5.3M |
| Lowery Thomas, LLC | 4.03% | Reduce -5.3% | 69,283 | $5.3M |
| Curtis Advisory Group, LLC | 2.02% | Add +1.0% | 68,695 | $5.2M |
| Dravo Bay LLC | 2.94% | Add +1.5% | 65,131 | $4.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.87% | Add +15.6% | 64,812 | $4.9M |
| Werba Rubin Papier Wealth Management | 1.43% | Reduce -2.0% | 64,728 | $4.9M |
| Waverly Advisors, LLC | 0.12% | New | 64,471 | $4.9M |
| Game Plan Financial Advisors, LLC | 2.81% | Reduce -7.0% | 64,318 | $4.9M |
| HB Wealth Management, LLC | 0.06% | Reduce -1.0% | 63,508 | $4.8M |
| Leeward Financial Partners, LLC | 2.04% | Add +18.9% | 63,463 | $4.8M |
| Waypoint Capital Advisors, LLC | 1.25% | Reduce -28.1% | 62,986 | $4.8M |
| Panoramic Investment Advisors, LLC | 3.52% | Add +3.3% | 62,850 | $4.8M |
| Safeguard Financial, LLC | 1.55% | Reduce -1.2% | 62,501 | $4.7M |
| Sculati Wealth Management, LLC | 2.05% | Add +0.8% | 62,397 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.3% | 61,795 | $4.7M |
| DDD Partners, LLC | 0.57% | Add +8.3% | 61,245 | $4.7M |
| Petra Financial Advisors Inc. | 3.39% | Reduce -1.8% | 61,239 | $4.6M |
| Renaissance Technologies | 0.01% | Add +168.1% | 60,600 | $4.6M |
| Stonebridge Capital Advisors LLC | 0.41% | Add +0.7% | 60,545 | $4.6M |
| Edge Capital Group, LLC | 0.23% | Add +0.0% | 60,266 | $4.6M |
| Schneider Downs Wealth Management Advisors, LP | 1.03% | Reduce -39.2% | 58,668 | $4.5M |
| Cahill Financial Advisors Inc. | 0.60% | Add +10.2% | 57,815 | $4.4M |
| SeaCrest Wealth Management, LLC | 0.53% | Reduce -2.7% | 57,305 | $4.4M |
| Affinity Capital Advisors, LLC | 0.96% | Reduce -1.3% | 56,483 | $4.3M |
| RE Dickinson Investment Advisors, LLC | 2.67% | Reduce -15.3% | 56,261 | $4.3M |
| Von Berge Wealth Management Group, LLC | 2.73% | Add +20.8% | 55,803 | $4.2M |
| Nadler Financial Group, Inc. | 0.51% | Add +0.2% | 54,040 | $4.1M |
| Embree Financial Group | 0.80% | Reduce -0.5% | 53,635 | $4.1M |
| Focus Partners Wealth | 0.03% | Reduce -3.7% | 53,333 | $4.1M |
| Townsquare Capital LLC | 0.06% | Reduce -29.9% | 53,069 | $4.0M |
| American Financial & Tax Strategies Inc. | 2.15% | Add +46.8% | 52,775 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -44.0% | 50,816 | $3.9M |
| Foster Victor Wealth Advisors, LLC | 0.35% | New | 52,300 | $3.9M |
| Waterford Advisors, LLC | 1.63% | No change | 50,703 | $3.9M |
| Blue Bell Private Wealth Management, LLC | 0.82% | Reduce -0.8% | 50,134 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Add +0.1% | 49,646 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.21% | Reduce -52.1% | 47,683 | $3.6M |
| Everhart Financial Group, Inc. | 1.04% | Reduce -1.3% | 47,113 | $3.6M |
| Arbor Trust Wealth Advisors, LLC | 1.96% | Reduce -46.9% | 48,233 | $3.6M |
| Leavell Investment Management, Inc. | 0.20% | Reduce -10.8% | 46,100 | $3.5M |
| Veery Capital, LLC | 1.41% | Add +0.7% | 45,242 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -1.2% | 45,119 | $3.4M |
| Dakota Wealth Management | 0.08% | Add +36.0% | 44,750 | $3.4M |
| Capital Advisors Wealth Management, LLC | 0.70% | Reduce -32.6% | 44,539 | $3.4M |
| Grant/GrossMendelsohn, LLC | 1.58% | Reduce -1.4% | 45,173 | $3.4M |
| Main Street Financial Solutions, LLC | 0.36% | Add +4.3% | 44,337 | $3.4M |
| Steele Capital Management, Inc. | 0.19% | Reduce -3.4% | 44,309 | $3.4M |
| Buckingham Strategic Wealth, LLC | 0.04% | Reduce -12.1% | 43,952 | $3.3M |
| IHT Wealth Management, LLC | 0.13% | Reduce -3.8% | 42,889 | $3.3M |
| LifePlan Investment Advisors, Inc. | 2.58% | Reduce -3.4% | 42,652 | $3.2M |
| Global Retirement Partners, LLC | 0.12% | Reduce -6.4% | 40,832 | $3.1M |
| Brandywine Oak Private Wealth LLC | 0.32% | No change | 40,681 | $3.1M |
| Apriem Advisors | 0.39% | Reduce -2.5% | 40,514 | $3.1M |
| Cwm, LLC | 0.01% | Add +10.6% | 40,506 | $3.1M |
| FMR LLC | 0.00% | Add +18.0% | 40,450 | $3.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +0.4% | 40,404 | $3.1M |
| Consolidated Portfolio Review Corp | 0.80% | Add +0.2% | 40,326 | $3.1M |
| PFG Investments, LLC | 0.19% | New | 40,326 | $3.1M |
| Grey Fox Wealth Advisors, LLC | 1.15% | Reduce -1.2% | 40,314 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 40,222 | $3.1M |
| Altus Wealth Group LLC | 1.52% | Add +0.3% | 39,930 | $3.0M |
| Raymond James & Associates | 0.00% | Add +1.2% | 39,257 | $3.0M |
| North Star Asset Management Inc. | 0.14% | Reduce -0.5% | 39,223 | $3.0M |
| Quantum Portfolio Management LLC | 1.66% | Add +0.6% | 38,334 | $2.9M |
| Compass Advisory Group LLC | 1.28% | Reduce -0.3% | 38,204 | $2.9M |
| Coastwise Capital Group, LLC | 2.71% | Add +0.5% | 37,991 | $2.9M |
| Schaeffer Financial LLC | 2.78% | Reduce -0.5% | 36,734 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -24.7% | 35,493 | $2.7M |
| Valley Forge Investment Consultants Inc. Adv | 1.04% | Add +221.6% | 35,151 | $2.7M |
| Woodmont Investment Counsel LLC | 0.22% | No change | 34,758 | $2.6M |
| Barden Capital Management, Inc. | 2.55% | Reduce -26.0% | 34,729 | $2.6M |
| Hill Island Financial LLC | 0.86% | Reduce -3.1% | 34,150 | $2.6M |
| Westbourne Investment Advisors, Inc. | 0.95% | Add +3.6% | 33,989 | $2.6M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -34.5% | 33,836 | $2.6M |
| Cambridge Financial Group, LLC | 1.20% | Reduce -2.3% | 33,115 | $2.5M |
| Asset Dedication, LLC | 0.18% | Reduce -2.9% | 32,152 | $2.4M |
| Broadview Financial Management, LLC | 1.77% | Reduce -0.1% | 31,955 | $2.4M |
| KPP Advisory Services LLC | 0.67% | New | 31,933 | $2.4M |
| Regal Investment Advisors LLC | 0.17% | Add +17.1% | 31,879 | $2.4M |
| CreativeOne Wealth, LLC | 0.10% | Add +709.2% | 31,606 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -0.3% | 31,571 | $2.4M |
| Brown Wealth Management, LLC | 0.98% | Reduce -0.2% | 31,333 | $2.4M |
| Fortress Wealth Management, Inc. | 1.22% | Reduce -31.9% | 31,212 | $2.4M |
| Fagan Associates, Inc. | 0.44% | Reduce -5.9% | 31,135 | $2.4M |
| Warner Financial, Inc. | 1.19% | Add +19.5% | 31,124 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.8% | 30,822 | $2.3M |
| Citadel Advisors | 0.00% | New | 30,698 | $2.3M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -0.3% | 30,668 | $2.3M |
| Berger Financial Group, Inc | 0.19% | Add +277.7% | 30,606 | $2.3M |
| Weaver Capital Management LLC | 0.65% | Reduce -2.2% | 30,271 | $2.3M |
| True North Advisors, LLC | 0.63% | Reduce -17.7% | 29,989 | $2.3M |
| Annapolis Financial Services, LLC | 0.74% | Add +0.2% | 29,652 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +2.5% | 29,647 | $2.3M |
| Wealthspire Retirement, LLC | 0.19% | Reduce -17.8% | 29,623 | $2.3M |
| Evoke Wealth, LLC | 0.07% | No change | 29,430 | $2.2M |
| Hart & Patterson Financial Group LLC | 1.10% | Reduce -2.9% | 29,272 | $2.2M |
| Acas, LLC | 2.13% | Reduce -2.1% | 28,907 | $2.2M |
| Advisory Services Network, LLC | 0.05% | Reduce -1.9% | 28,878 | $2.2M |
| JMG Financial Group, Ltd. | 0.08% | Add +8.1% | 28,561 | $2.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.33% | Reduce -6.4% | 28,511 | $2.2M |
| Joseph Group Capital Management | 1.08% | Reduce -0.1% | 28,438 | $2.2M |
| BCS Wealth Management | 0.69% | Add +1.0% | 28,343 | $2.2M |
| Lido Advisors, LLC | 0.02% | Reduce -20.6% | 28,306 | $2.2M |
| Retirement Planning Group, LLC | 0.16% | Add +11.2% | 27,714 | $2.1M |
| Duncker Streett & Co. Inc. | 0.41% | Reduce -2.1% | 27,600 | $2.1M |
| Allen Capital Group, LLC | 0.30% | Reduce -10.9% | 27,440 | $2.1M |
| Eagle Harbor Asset Management Inc. | 2.22% | Reduce -1.4% | 27,329 | $2.1M |
| Conning Inc. | 0.07% | Add +59.2% | 27,165 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.77% | Add +9.2% | 26,983 | $2.1M |
| Alpha Cubed Investments, LLC | 0.10% | Add +2.6% | 26,460 | $2.0M |
| Smith Anglin Financial, LLC | 0.21% | Reduce -45.9% | 26,381 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -63.7% | 26,357 | $2.0M |
| Cedar Wealth Management, LLC | 0.66% | Add +1.1% | 26,309 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -5.5% | 26,251 | $2.0M |
| Aspen Grove Capital, LLC | 0.56% | Add +0.1% | 26,140 | $2.0M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.05% | Reduce -4.6% | 25,528 | $1.9M |
| Composition Wealth, LLC | 0.05% | Reduce -3.0% | 25,093 | $1.9M |
| Merriman Wealth Management, LLC | 0.08% | Reduce -9.2% | 24,561 | $1.9M |
| Bleakley Financial Group, LLC | 0.05% | No change | 24,546 | $1.9M |
| Simplicity Wealth,LLC | 0.04% | New | 24,546 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.7% | 24,467 | $1.9M |
| Theory Financial LLC | 0.94% | Reduce -38.6% | 24,296 | $1.8M |
| Cassady Schiller Wealth Management, LLC | 0.82% | No change | 24,249 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +2.1% | 24,135 | $1.8M |
| Financial Advocates Investment Management | 0.11% | Reduce -20.6% | 23,240 | $1.8M |
| Riversedge Advisors, LLC | 0.45% | Add +0.5% | 23,880 | $1.8M |
| Emerald Advisors, LLC | 0.31% | Add +1.0% | 22,782 | $1.7M |
| Five Oceans Advisors | 0.88% | Reduce 0.0% | 22,583 | $1.7M |
| Financial Strategies Group, Inc. | 0.46% | Reduce -4.8% | 22,846 | $1.7M |
| M3 Advisory Group, LLC | 1.55% | Add +2.6% | 22,458 | $1.7M |
| Columbus Macro, LLC | 0.64% | Add +0.3% | 22,159 | $1.7M |
| Signaturefd, LLC | 0.04% | Reduce -11.7% | 22,124 | $1.7M |
| IFP Advisors, Inc | 0.07% | Add +1.5% | 21,470 | $1.6M |
| Tortoise Investment Management, LLC | 0.20% | Add +6.8% | 21,356 | $1.6M |
| Bcwm, LLC | 0.55% | Reduce -2.3% | 21,108 | $1.6M |
| Keel Point, LLC | 0.16% | Reduce -12.9% | 20,868 | $1.6M |
| Brookstone Capital Management | 0.03% | Add +4.4% | 20,681 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -1.8% | 20,681 | $1.6M |
| Empowered Funds, LLC | 0.03% | New | 20,555 | $1.6M |
| Lederer & Associates Investment Counsel | 1.06% | Reduce -0.1% | 20,142 | $1.5M |
| Jentner Corp | 0.54% | Reduce -1.3% | 20,048 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 19,689 | $1.5M |
| Parallel Advisors, LLC | 0.04% | Add +0.0% | 19,655 | $1.5M |
| Elgethun Capital Management | 0.38% | Add +2.2% | 19,687 | $1.5M |
| AdvisorNet Financial, Inc | 0.14% | Reduce -15.9% | 19,329 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.34% | Add +13.0% | 19,197 | $1.5M |
| BCGM Wealth Management, LLC | 0.52% | Reduce -1.1% | 18,922 | $1.4M |
| GW Henssler & Associates Ltd. | 0.08% | Reduce -0.2% | 18,887 | $1.4M |
| Altfest L J & Co. Inc. | 0.20% | Add +0.7% | 18,454 | $1.4M |
| Monograph Wealth Advisors, LLC | 0.20% | No change | 17,928 | $1.4M |
| Watershed Private Wealth LLC | 0.59% | Reduce -19.9% | 17,527 | $1.3M |
| WBH Advisory Inc. | 0.14% | Reduce -31.9% | 17,470 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -34.9% | 17,194 | $1.3M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -27.8% | 16,899 | $1.3M |
| Summit Financial, LLC | 0.07% | Reduce -73.5% | 16,511 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -2.8% | 16,387 | $1.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0.79% | Reduce -2.1% | 16,293 | $1.2M |
| Gradient Capital Advisors, LLC | 0.45% | Reduce -3.6% | 16,135 | $1.2M |
| Long Island Wealth Management, Inc. | 0.86% | Reduce -6.7% | 16,092 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -2.5% | 16,579 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +6.1% | 15,949 | $1.2M |
| Family Asset Management, LLC | 0.75% | Reduce -25.1% | 15,755 | $1.2M |
| Zacks Investment Management | 0.01% | Reduce -15.1% | 15,745 | $1.2M |
| Keb Asset Management, LLC | 0.41% | Add +0.5% | 15,718 | $1.2M |
| Seed Wealth Management, Inc. | 1.13% | No change | 15,700 | $1.2M |
| Kolinsky Wealth Management, LLC | 0.90% | Add +12.4% | 15,555 | $1.2M |
| Guardian Asset Advisors, LLC | 0.98% | Reduce -35.1% | 15,536 | $1.2M |
| Kiley Juergens Wealth Management, LLC | 0.36% | Add +6.7% | 15,373 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.23% | Add +1.0% | 15,339 | $1.2M |
| Condor Capital Management | 0.11% | Reduce -25.6% | 15,233 | $1.2M |
| CGN Advisors LLC | 0.15% | Add +21.6% | 15,063 | $1.1M |
| World Investment Advisors | 0.16% | Add +5.0% | 15,003 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.3% | 14,979 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | Add +0.1% | 14,536 | $1.1M |
| Resurgent Financial Advisors LLC | 0.59% | Add +63.8% | 14,366 | $1.1M |
| SOL Capital Management CO | 0.14% | Reduce -0.3% | 14,178 | $1.1M |
| Money Concepts Capital Corp. | 0.10% | Reduce -1.1% | 14,042 | $1.1M |
| LongView Wealth Management | 0.42% | Add +19.8% | 13,949 | $1.1M |
| Modera Wealth Management, LLC | 0.02% | Reduce -3.4% | 13,711 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.37% | Add +0.3% | 13,662 | $1.0M |
| Spire Wealth Management | 0.02% | Add +2.3% | 13,498 | $1.0M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -13.2% | 13,367 | $1.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1135.7% | 13,296 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -63.0% | 13,168 | $1.0M |
| Private Capital Management LLC | 0.22% | Reduce -0.7% | 13,103 | $996K |
| Bigelow Investment Advisors, LLC | 0.49% | Reduce -12.3% | 13,032 | $990K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -17.2% | 15,353 | $990K |
| Mgo One Seven LLC | 0.05% | Reduce -22.4% | 13,023 | $989K |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +7.1% | 12,937 | $983K |
| Athena Investment Management | 0.59% | Reduce -31.8% | 12,920 | $982K |
| Whitener Capital Management, Inc. | 0.32% | Add +4.0% | 12,827 | $975K |
| Csenge Advisory Group | 0.05% | Add +1.8% | 12,618 | $959K |
| Haverford Trust Co | 0.01% | No change | 12,582 | $956K |
| Market Street Wealth Management Advisors LLC | 0.17% | No change | 12,496 | $949K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +0.1% | 12,436 | $945K |
| Sax Wealth Advisors, LLC | 0.11% | No change | 12,317 | $936K |
| Bank of Montreal | 0.00% | Add +6.2% | 12,212 | $929K |
| SpiderRock Advisors, LLC | 0.03% | — | 12,413 | $919K |
| Bfsg, LLC | 0.12% | Reduce -1.0% | 12,021 | $913K |
| Chesapeake Wealth Management | 0.33% | Add +4.2% | 12,005 | $912K |
| Northwest Capital Management Inc | 0.29% | Add +0.0% | 11,954 | $908K |
| Joule Financial, LLC | 0.37% | Add +3.7% | 11,842 | $900K |
| ETF Store, Inc. | 0.51% | Add +17.4% | 11,829 | $899K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.5% | 11,818 | $898K |
| NWF Advisory Services Inc. | 0.15% | Reduce -4.1% | 11,797 | $896K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.3% | 11,519 | $875K |
| Choreo, LLC | 0.02% | Add +6.0% | 11,496 | $873K |
| Bond & Devick Financial Network, Inc. | 0.47% | No change | 11,435 | $869K |
| ARK & TLK Investments, LLC | 0.34% | No change | 11,350 | $862K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,299 | $859K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 11,295 | $858K |
| NewEdge Advisors, LLC | 0.01% | Add +21.4% | 11,137 | $846K |
| Sovereign Financial Group, Inc. | 0.22% | Add +18.7% | 11,068 | $841K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.4% | 11,063 | $841K |
| Montag & Caldwell, LLC | 0.14% | Add +26.6% | 10,998 | $836K |
| Cedar Brook Financial Partners, LLC | 0.16% | Add +0.4% | 10,915 | $829K |
| Jackson Creek Investment Advisors LLC | 0.29% | Reduce -0.4% | 10,887 | $827K |
| Hoey Investments, Inc. | 0.18% | Reduce -0.8% | 10,719 | $814K |
| Milestone Investment Advisors LLC | 0.21% | Reduce -12.7% | 10,462 | $795K |
| StoneX Group Inc. | 0.07% | Reduce -0.5% | 10,419 | $792K |
| Bernardo Wealth Planning LLC | 0.22% | Add +0.8% | 10,323 | $784K |
| Meritage Portfolio Management | 0.05% | Reduce -30.1% | 10,271 | $780K |
| Aire Advisors, LLC | 0.18% | Add +0.4% | 10,226 | $777K |
| Sachetta, LLC | 0.37% | No change | 11,062 | $775K |
| Burkett Financial Services, LLC | 0.40% | Add +0.2% | 10,179 | $773K |
| Red Door Wealth Management, LLC | 0.15% | Add +2.4% | 10,177 | $773K |
| Schwallier Wealth Management LLC | 0.62% | Reduce -1.0% | 10,175 | $773K |
| Van Strum & Towne Inc. | 0.28% | Add +5.8% | 10,103 | $768K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -9.1% | 10,103 | $768K |
| Silver Oak Securities, Incorporated | 0.12% | Add +3.7% | 10,067 | $765K |
| Clayton Financial Group LLC | 0.35% | New | 10,035 | $762K |
| D.A. Davidson & Co. | 0.01% | No change | 10,029 | $762K |
| Nwam LLC | 0.06% | Reduce -26.9% | 10,001 | $759K |
| Diversify Advisory Services, LLC | 0.04% | — | 10,003 | $756K |
| Ironwood Financial, llc | 0.17% | Reduce -6.6% | 9,860 | $749K |
| CM Wealth Advisors LLC | 0.21% | No change | 10,022 | $741K |
| Kelleher Financial Advisors | 0.31% | Add +16.8% | 9,740 | $740K |
| Atlas Capital Advisors Inc. | 0.12% | No change | 9,729 | $739K |
| Grey Ledge Advisors, LLC | 0.21% | Reduce -23.0% | 9,683 | $736K |
| Columbia Advisory Partners LLC | 0.74% | Add +151.0% | 9,675 | $735K |
| Marquette Asset Management, LLC | 0.13% | Reduce -4.9% | 9,590 | $729K |
| UMB Bank, n.a. | 0.01% | Reduce -1.0% | 9,574 | $727K |
| Greenleaf Trust | 0.01% | No change | 9,550 | $726K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -48.3% | 9,542 | $725K |
| Econ Financial Services Corp | 0.45% | New | 9,488 | $721K |
| Brighton Jones LLC | 0.03% | Reduce -6.0% | 9,385 | $713K |
| Equitable Holdings, Inc. | 0.01% | Reduce -10.6% | 9,341 | $710K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -1.1% | 9,315 | $708K |
| Comerica Bank | 0.00% | Reduce -25.8% | 9,287 | $706K |
| Advisory Services & Investments, LLC | 0.48% | No change | 9,178 | $697K |
| Pegasus Partners Ltd. | 0.07% | No change | 9,131 | $694K |
| Capital Insight Partners, LLC | 0.13% | Add +1.2% | 8,828 | $671K |
| Well Done, LLC | 0.13% | No change | 8,755 | $665K |
| Creative Financial Designs Inc. | 0.06% | Reduce -34.0% | 8,622 | $655K |
| Gray Wealth Management Inc. | 0.29% | Add +2.0% | 8,617 | $655K |
| NorthStar Asset Management LLC | 0.50% | Add +3.7% | 8,616 | $655K |
| Verum Partners LLC | 0.23% | Reduce -16.4% | 8,430 | $640K |
| WNY Asset Management, LLC | 0.10% | Reduce -7.0% | 8,354 | $635K |
| Smart Portfolios, LLC | 0.66% | New | 8,290 | $630K |
| Simon Quick Advisors, LLC | 0.05% | Add +3.3% | 8,222 | $625K |
| MidAtlantic Capital Management, Inc. | 0.55% | No change | 8,214 | $624K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -6.7% | 8,213 | $624K |
| Myecfo, LLC | 0.37% | Add +165.2% | 8,203 | $623K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -16.3% | 8,130 | $618K |
| Alliance Wealth Management Group | 0.18% | No change | 8,122 | $617K |
| Towercrest Capital Management | 0.10% | No change | 8,122 | $617K |
| Fortitude Advisory Group L.L.C. | 0.35% | Add +13.7% | 8,116 | $617K |
| RFG Advisory, LLC | 0.02% | New | 8,083 | $614K |
| SkyOak Wealth, LLC | 0.14% | Reduce -3.0% | 7,927 | $602K |
| Lantz Financial LLC | 0.19% | No change | 7,870 | $598K |
| Everett Harris & Co. | 0.01% | Add +7.9% | 7,855 | $597K |
| Fonville Wealth Management LLC | 0.26% | Add +0.3% | 7,763 | $590K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +30.6% | 7,731 | $587K |
| Basepoint Wealth LLC | 0.43% | New | 7,597 | $577K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -2.6% | 7,507 | $570K |
| Retirement Group, LLC | 0.20% | Reduce -1.3% | 7,469 | $567K |
| Plancorp, LLC | 0.02% | No change | 7,435 | $565K |
| Old National Bancorp | 0.01% | No change | 7,424 | $564K |
| Blair William & Co. | 0.00% | Reduce -9.5% | 7,376 | $560K |
| FinDec Wealth Services, Inc. | 0.35% | Add +0.2% | 7,372 | $560K |
| Greenwood Gearhart LLC | 0.05% | Add +1.5% | 7,296 | $554K |
| Stone Summit Wealth LLC | 0.19% | Reduce -3.3% | 7,242 | $550K |
| Whitaker-Myers Wealth Managers, LTD. | 0.23% | New | 7,212 | $548K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -1.7% | 7,201 | $547K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 7,186 | $546K |
| Marotta Asset Management | 0.11% | Reduce -13.1% | 7,105 | $540K |
| NorthCoast Asset Management LLC | 0.01% | Add +12.1% | 7,059 | $536K |
| Vawter Financial, Ltd. | 0.39% | Add +16.2% | 6,990 | $531K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Reduce -5.9% | 6,988 | $531K |
| Clear Investment Research, LLC | 0.71% | No change | 6,927 | $526K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -1.3% | 6,914 | $525K |
| Larson Financial Group LLC | 0.04% | Add +0.7% | 6,821 | $518K |
| Smith Salley Wealth Management | 0.04% | Reduce -12.4% | 6,816 | $518K |
| Avity Investment Management Inc. | 0.04% | Add +1.1% | 6,716 | $510K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -6.2% | 6,696 | $509K |
| Joseph P. Lucia & Associates, LLC | 0.27% | Reduce -9.2% | 6,692 | $508K |
| Mayfair Advisory Group, LLC | 0.37% | No change | 6,669 | $507K |
| Gilbert & Cook, Inc. | 0.07% | No change | 6,621 | $503K |
| Prism Advisors, Inc. | 0.15% | Reduce -27.4% | 6,542 | $497K |
| Zhang Financial LLC | 0.04% | Reduce -31.9% | 6,538 | $497K |
| Center for Financial Planning, Inc. | 0.07% | No change | 6,511 | $495K |
| New Hampshire Trust | 0.11% | Reduce -12.2% | 6,441 | $489K |
| Lincoln National Corp. | 0.01% | Add +23.3% | 6,415 | $487K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 6,360 | $483K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +71.5% | 6,314 | $480K |
| Klingman & Associates, LLC | 0.03% | Reduce -9.6% | 6,284 | $477K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 6,253 | $475K |
| WMG Financial Advisors, LLC | 0.27% | New | 6,245 | $474K |
| Sage Mountain Advisors LLC | 0.05% | Add +503.0% | 6,241 | $474K |
| Cadence Wealth Management LLC | 0.48% | Reduce -7.9% | 6,183 | $470K |
| Wealth Group, Ltd. | 0.35% | — | 6,063 | $461K |
| Radnor Capital Management, LLC | 0.08% | No change | 6,070 | $461K |
| Patton Albertson Miller Group, LLC | 0.07% | No change | 6,059 | $460K |
| Blue Barn Wealth, LLC | 0.26% | Reduce -14.3% | 6,053 | $460K |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 5,965 | $453K |
| WESCAP Management Group, Inc. | 0.13% | Reduce -4.2% | 5,929 | $450K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +6.0% | 5,904 | $449K |
| CIC Wealth, LLC | 0.13% | No change | 5,884 | $447K |
| Carret Asset Management, LLC | 0.05% | Add +1.8% | 5,826 | $443K |
| Goldstein Advisors, LLC | 0.08% | Add +7.6% | 5,800 | $441K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Reduce -10.2% | 5,754 | $437K |
| American Investment Services, Inc. | 0.08% | Reduce -1.9% | 5,750 | $437K |
| Prudential Financial Inc. | 0.00% | Reduce -62.0% | 5,733 | $436K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 5,710 | $431K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -43.7% | 5,603 | $426K |
| TrinityPoint Wealth, LLC | 0.07% | Add +0.0% | 5,435 | $413K |
| Princeton Global Asset Management LLC | 0.10% | No change | 5,416 | $412K |
| Kelman-Lazarov, Inc. | 0.08% | Reduce -10.3% | 5,384 | $409K |
| Schrum Private Wealth Management LLC | 0.37% | Add +0.0% | 5,361 | $407K |
| TruNorth Capital Management, LLC | 0.14% | — | 5,356 | $407K |
| Lakeridge Wealth Management LLC | 0.26% | Reduce -2.8% | 5,328 | $405K |
| Bridges Investment Management Inc. | 0.01% | No change | 5,320 | $404K |
| International Assets Investment Management, LLC | 0.04% | Reduce -6.1% | 5,285 | $399K |
| Diversified Investment Strategies, LLC | 0.27% | Reduce -3.1% | 5,256 | $399K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 5,238 | $398K |
| Eudaimonia Partners, LLC | 0.09% | New | 5,226 | $397K |
| Roundview Capital LLC | 0.03% | Reduce -6.8% | 5,192 | $394K |
| Moneco Advisors, LLC | 0.06% | Add +1.0% | 5,185 | $394K |
| HHM Wealth Advisors, LLC | 0.06% | Reduce -4.8% | 5,184 | $394K |
| Avior Wealth Management, LLC | 0.02% | Add +7.6% | 5,146 | $391K |
| Mayport, LLC | 0.15% | Reduce -0.4% | 5,122 | $389K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -11.8% | 5,109 | $388K |
| LifeSteps Financial, Inc. | 0.29% | Reduce -7.0% | 5,080 | $386K |
| Waterloo Capital, L.P. | 0.05% | Reduce -10.4% | 5,064 | $385K |
| Invst, LLC | 0.05% | Add +34.2% | 5,047 | $381K |
| Intrua Financial, LLC | 0.06% | Add +0.4% | 5,004 | $380K |
| Soltis Investment Advisors LLC | 0.04% | No change | 5,000 | $380K |
| Mission Wealth Management, LP | 0.01% | Add +58.2% | 4,998 | $380K |
| Ameritas Advisory Services, LLC | 0.02% | Add +40.3% | 5,038 | $377K |
| My Legacy Advisors, LLC | 0.12% | Reduce -1.2% | 4,801 | $365K |
| Independent Advisor Alliance | 0.01% | No change | 4,777 | $363K |
| Morris Financial Concepts, Inc. | 0.19% | Reduce -22.8% | 4,773 | $363K |
| Tanglewood Legacy Advisors, LLC | 0.17% | No change | 4,651 | $353K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -0.8% | 4,650 | $353K |
| Cascade Investment Advisors, Inc. | 0.23% | New | 4,594 | $349K |
| Assetmark, Inc. | 0.00% | Add +87.2% | 4,578 | $348K |
| Prestige Wealth Management Group LLC | 0.07% | Reduce -0.0% | 4,569 | $347K |
| Colton Groome Financial Advisors, LLC | 0.14% | Reduce -9.7% | 4,558 | $346K |
| Penobscot Wealth Management | 0.22% | New | 4,556 | $346K |
| Chicago Partners Investment Group LLC | 0.01% | Add +38.3% | 4,694 | $345K |
| Millennium Capital Advisors, LLC | 0.24% | No change | 4,503 | $342K |
| Waterfront Wealth Inc. | 0.10% | Add +0.5% | 4,675 | $341K |
| Kades & Cheifetz LLC | 0.22% | Reduce -28.8% | 4,482 | $341K |
| Associated Banc-Corp | 0.01% | No change | 4,482 | $341K |
| ICA Group Wealth Management, LLC | 0.07% | Add +4.4% | 4,454 | $338K |
| Tenret Co LLC | 0.24% | No change | 4,447 | $338K |
| Westmount Partners, LLC | 0.12% | Reduce -0.7% | 4,426 | $336K |
| Ignite Planners, LLC | 0.09% | Add +0.0% | 4,411 | $333K |
| Wealthspan Partners, LLC | 0.20% | New | 4,366 | $332K |
| True Vision MN LLC | 0.23% | Reduce -1.8% | 4,519 | $330K |
| One Charles Private Wealth Services, LLC | 0.14% | Reduce -0.9% | 4,332 | $329K |
| Acorn Wealth Advisors, LLC | 0.17% | Reduce -6.9% | 4,286 | $326K |
| Mirador Capital Partners LP | 0.06% | Add +16.3% | 4,277 | $325K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.2% | 4,275 | $325K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 4,272 | $325K |
| Geometric Wealth Advisors | 0.08% | Add +4.2% | 4,269 | $324K |
| Austin Asset Management Co Inc | 0.07% | Reduce -1.7% | 4,253 | $323K |
| Sigma Planning Corp | 0.01% | New | 4,243 | $322K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -2.6% | 4,413 | $319K |
| Janiczek Wealth Management, LLC | 0.07% | No change | 4,185 | $318K |
| RBA Wealth Management, LLC | 0.13% | Reduce -4.1% | 4,182 | $318K |
| Eudaimonia Advisors LLC | 0.17% | New | 4,169 | $317K |
| Truepoint, Inc. | 0.01% | New | 4,130 | $314K |
| Balanced Rock Investment Advisors LLC | 0.27% | Reduce -43.4% | 4,129 | $314K |
| Ieq Capital, LLC | 0.00% | No change | 4,120 | $313K |
| Imprint Wealth LLC | 0.08% | New | 4,141 | $313K |
| Hengehold Capital Management LLC | 0.03% | Add +0.5% | 4,109 | $312K |
| Elm Partners Management LLC | 0.02% | New | 4,095 | $311K |
| Allied Investment Advisors, LLC | 0.07% | No change | 4,043 | $307K |
| Ahl Investment Management, Inc. | 0.24% | No change | 4,038 | $307K |
| Claro Advisors Inc. | 0.05% | Reduce -51.9% | 4,029 | $306K |
| Crescent Sterling, Ltd. | 0.28% | Add +3.3% | 4,029 | $306K |
| FSA Advisors, Inc. | 0.33% | Reduce -0.9% | 4,019 | $305K |
| Continuum Advisory, LLC | 0.05% | Reduce -93.1% | 4,072 | $304K |
| Beck Mack & Oliver LLC | 0.01% | Reduce -27.6% | 3,999 | $304K |
| Acropolis Investment Management, LLC | 0.02% | No change | 3,978 | $302K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -1.3% | 3,900 | $296K |
| Empower Advisory Group, LLC | 0.00% | Add +4.2% | 3,889 | $295K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -70.5% | 3,852 | $293K |
| Cambridge Advisors Inc. | 0.07% | Add +0.1% | 3,835 | $291K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -6.8% | 3,805 | $289K |
| AIMZ Investment Advisors, LLC | 0.11% | No change | 3,800 | $289K |
| United Advisor Group, LLC | 0.11% | New | 3,784 | $288K |
| TriaGen Wealth Management LLC | 0.12% | Reduce -0.4% | 3,774 | $287K |
| First Western Trust Bank | 0.01% | No change | 3,768 | $286K |
| Quarry Hill Advisors, LLC | 0.21% | No change | 3,750 | $285K |
| Evanson Asset Management, LLC | 0.02% | Add +0.1% | 3,729 | $283K |
| Emprise Bank | 0.19% | — | 3,720 | $283K |
| Chapin Davis, Inc. | 0.10% | Reduce -15.0% | 3,701 | $281K |
| TBH Global Asset Management, LLC | 0.06% | No change | 3,690 | $280K |
| CRA Financial Services, LLC | 0.06% | Reduce -0.9% | 3,654 | $278K |
| Hillcrest Wealth Advisors - NY, LLC | 0.15% | No change | 3,632 | $276K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.1% | 3,631 | $276K |
| Landaas & Co. /Wi | 0.09% | No change | 3,620 | $275K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.9% | 3,595 | $273K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 3,584 | $272K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 3,785 | $272K |
| Merit Financial Group, LLC | 0.01% | New | 3,700 | $271K |
| Ami Investment Management Inc. | 0.10% | Add +8.1% | 3,565 | $271K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | No change | 3,551 | $270K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 3,511 | $267K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.5% | 3,487 | $265K |
| Abacus Planning Group, Inc. | 0.05% | Add +2.3% | 3,476 | $264K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -0.1% | 3,450 | $262K |
| Clark Asset Management, LLC | 0.08% | No change | 3,444 | $262K |
| Investments & Financial Planning, LLC | 0.18% | Add +0.0% | 3,428 | $260K |
| GS Investments, Inc. | 0.13% | Reduce -0.2% | 3,419 | $260K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.0% | 3,388 | $257K |
| Curi Capital, LLC | 0.01% | New | 3,350 | $255K |
| Shearwater Capital LLC | 0.19% | No change | 3,331 | $253K |
| IAG Wealth Partners, LLC | 0.05% | No change | 3,325 | $253K |
| SeaBridge Investment Advisors LLC | 0.07% | No change | 3,290 | $250K |
| Principal Securities, Inc. | 0.01% | Reduce -5.3% | 3,270 | $248K |
| Strategic Wealth Partners Group, LLC | 0.03% | Reduce -6.9% | 3,261 | $248K |
| Forza Wealth Management, LLC | 0.13% | No change | 3,256 | $247K |
| KFA Private Wealth Group, LLC | 0.08% | New | 3,242 | $246K |
| Bensler, LLC | 0.04% | Add +0.1% | 3,238 | $246K |
| Equita Financial Network, Inc. | 0.11% | New | 3,237 | $246K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -9.1% | 3,210 | $244K |
| PFG Advisors | 0.02% | New | 3,168 | $241K |
| Vanguard Capital Wealth Advisors | 0.17% | Add +1.9% | 3,090 | $235K |
| Qube Research & Technologies Ltd | 0.00% | Add +533.5% | 3,085 | $234K |
| Aspen Investment Management Inc | 0.12% | Add +0.1% | 3,080 | $234K |
| Stonegate Investment Group, LLC | 0.01% | New | 3,070 | $233K |
| Sachem Hill LLC | 0.05% | No change | 3,048 | $232K |
| Firestone Capital Management | 0.06% | Add +0.5% | 2,990 | $227K |
| Wealth Management Resources, Inc. | 0.06% | Reduce -11.5% | 2,989 | $227K |
| Cutler Capital Management, LLC | 0.11% | Reduce -19.1% | 2,967 | $225K |
| Apella Capital, LLC | 0.01% | No change | 3,008 | $225K |
| Security National Bank of So Dak | 0.14% | No change | 2,961 | $225K |
| Wintrust Investments LLC | 0.02% | No change | 2,936 | $223K |
| PBMares Wealth Management LLC | 0.06% | New | 2,907 | $221K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,881 | $219K |
| Leading Edge Financial Planning LLC | 0.10% | Reduce -21.5% | 2,877 | $219K |
| Matisse Capital | 0.10% | No change | 2,868 | $218K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.5% | 2,857 | $217K |
| Robinson Smith Wealth Advisors LLC | 0.21% | New | 2,838 | $216K |
| Focused Wealth Management, Inc | 0.03% | Add +0.5% | 2,806 | $213K |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.6% | 2,802 | $213K |
| Brickley Wealth Management | 0.05% | New | 2,785 | $212K |
| Magnus Financial Group LLC | 0.03% | Reduce -52.5% | 2,785 | $212K |
| Harbour Investments, Inc. | 0.01% | Reduce -43.3% | 2,774 | $211K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 2,767 | $210K |
| Lutz Financial Services LLC | 0.02% | New | 2,759 | $210K |
| Essex LLC | 0.05% | New | 2,757 | $209K |
| Synergy Financial Group, LTD | 0.23% | New | 2,735 | $208K |
| Oarsman Capital, Inc. | 0.05% | New | 2,726 | $207K |
| William Howard & Co Financial Advisors Inc | 0.19% | — | 2,711 | $206K |
| Advocate Group LLC | 0.04% | New | 2,700 | $205K |
| Clearstead Advisors, LLC | 0.01% | Add +27.7% | 2,741 | $205K |
| Good Life Advisors, LLC | 0.02% | New | 2,665 | $203K |
| Independent Financial Group, LLC | 0.01% | New | 2,649 | $201K |
| Destination Wealth Management | 0.01% | New | 2,637 | $200K |
| Home Federal Bank of Tennessee | 0.06% | New | 2,635 | $200K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 2,612 | $198K |
| Front Row Advisors LLC | 0.07% | No change | 2,511 | $191K |
| Centaurus Financial, Inc. | 0.01% | New | 2,433 | $185K |
| AlphaCore Capital LLC | 0.05% | Reduce -3.0% | 2,367 | $180K |
| Planning Capital Management Corp | 0.13% | Reduce -2.7% | 2,347 | $178K |
| GeoWealth Management, LLC | 0.01% | Reduce -82.8% | 2,331 | $177K |
| GoalVest Advisory LLC | 0.06% | New | 2,291 | $174K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -61.9% | 2,198 | $167K |
| FRG Family Wealth Advisors LLC | 0.03% | New | 2,287 | $166K |
| Chilton Capital Management LLC | 0.01% | No change | 2,133 | $162K |
| Missouri Trust & Investment Co | 0.06% | No change | 2,115 | $161K |
| West Paces Advisors Inc. | 0.04% | No change | 2,100 | $160K |
| Mma Asset Management LLC | 0.07% | New | 1,948 | $148K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +77.8% | 1,890 | $144K |
| Robbins Farley | 0.08% | Reduce -1.3% | 1,883 | $143K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +77.1% | 1,886 | $143K |
| Abich Financial Wealth Management LLC | 0.11% | New | 1,829 | $139K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,763 | $134K |
| Bruce G. Allen Investments, LLC | 0.11% | Add +0.5% | 1,759 | $134K |
| NorthRock Partners, LLC | 0.00% | Reduce -13.8% | 1,694 | $129K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 1,690 | $128K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 1,593 | $121K |
| Raffa Wealth Management, LLC | 0.03% | No change | 1,540 | $117K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -12.0% | 1,478 | $112K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -3.1% | 1,443 | $110K |
| Raleigh Capital Management Inc. | 0.05% | Add +0.6% | 1,435 | $109K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 1,428 | $108K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,390 | $106K |
| SRH Advisors, LLC | 0.03% | No change | 1,380 | $105K |
| Signature Resources Capital Management, LLC | 0.10% | Reduce -10.9% | 1,494 | $105K |
| BlackRock Inc. | 0.00% | Add +16.5% | 1,347 | $102K |
| Impact Partnership Wealth, LLC | 0.04% | No change | 1,233 | $94K |
| Citizens National Bank Trust Department | 0.02% | New | 1,200 | $91K |
| Capital Analysts, LLC | 0.00% | Add +24.8% | 1,204 | $91K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +0.2% | 1,188 | $90K |
| Evensky & Katz LLC | 0.01% | Reduce -3.2% | 1,175 | $89K |
| Howe & Rusling Inc. | 0.01% | Add +0.5% | 1,113 | $85K |
| Aspire Private Capital, LLC | 0.02% | New | 1,112 | $84K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | Add +1.2% | 1,103 | $84K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,076 | $82K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,000 | $76K |
| Kozak & Associates, Inc. | 0.02% | Add +0.4% | 927 | $70K |
| Ancora Advisors LLC | 0.00% | No change | 923 | $70K |
| Halpern Financial, Inc. | 0.02% | No change | 931 | $70K |
| JNBA Financial Advisors | 0.01% | Reduce -2.0% | 911 | $69K |
| EPG Wealth Management LLC | 0.02% | Add +0.4% | 905 | $69K |
| Citigroup Inc. | 0.00% | Add +296.5% | 896 | $68K |
| GAMMA Investing LLC | 0.01% | Add +3.0% | 895 | $68K |
| Naples Money Management LLC | 0.07% | New | 894 | $68K |
| Northwest Investment Counselors, LLC | 0.02% | New | 828 | $63K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -35.3% | 828 | $63K |
| Pflug Koory, LLC | 0.00% | No change | 805 | $61K |
| Blue Trust, Inc. | 0.00% | New | 756 | $57K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -10.0% | 750 | $57K |
| Horizon Financial Services, LLC | 0.04% | New | 748 | $57K |
| MTM Investment Management, LLC | 0.02% | New | 745 | $57K |
| Caldwell Trust Co | 0.01% | No change | 745 | $57K |
| Clarkston Capital Partners, LLC | 0.00% | Add +0.3% | 736 | $56K |
| Phillips Financial Management, LLC | 0.00% | No change | 680 | $52K |
| Gradient Investments LLC | 0.00% | Add +18.1% | 677 | $51K |
| CoreCap Advisors, LLC | 0.00% | Reduce -92.0% | 673 | $51K |
| Smartleaf Asset Management LLC | 0.01% | Add +443.9% | 620 | $47K |
| Sandy Spring Bank | 0.00% | No change | 602 | $46K |
| Beacon Capital Management, LLC | 0.01% | No change | 594 | $45K |
| Global Assets Advisory, LLC | 0.03% | New | 586 | $44K |
| Fortitude Family Office, LLC | 0.03% | Add +0.4% | 539 | $41K |
| Briaud Financial Planning Inc | 0.02% | New | 519 | $40K |
| Key Financial Inc | 0.01% | No change | 523 | $40K |
| Future Financial Wealth Managment LLC | 0.03% | New | 500 | $38K |
| Mitchell Sinkler & Starr | 0.01% | New | 500 | $38K |
| Blume Capital Management, Inc. | 0.01% | No change | 500 | $38K |
| EnRich Financial Partners LLC | 0.01% | New | 489 | $37K |
| NWK Group, Inc. | 0.02% | No change | 472 | $36K |
| Versant Capital Management, Inc | 0.01% | Reduce -8.4% | 468 | $36K |
| First Personal Financial Services | 0.01% | New | 462 | $35K |
| CVA Family Office, LLC | 0.01% | Add +0.2% | 459 | $35K |
| Mascoma Wealth Management LLC | 0.01% | No change | 445 | $34K |
| Family Capital Trust Co | 0.01% | New | 433 | $33K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 425 | $32K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 420 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 411 | $31K |
| Morling Financial Advisors, LLC | 0.02% | No change | 409 | $31K |
| McIlrath & Eck, LLC | 0.00% | Add +39800.0% | 399 | $30K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -5.8% | 392 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -23.8% | 361 | $27K |
| Dagco, Inc. | 0.01% | New | 347 | $26K |
| Park Place Capital Corp | 0.01% | Reduce -70.0% | 345 | $26K |
| First PREMIER Bank | 0.01% | No change | 345 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 332 | $25K |
| Main Street Group, LTD | 0.01% | Add +8.9% | 331 | $25K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 292 | $22K |
| Vima LLC | 0.03% | Reduce -1.5% | 331 | $22K |
| Clear Point Advisors Inc. | 0.02% | Add +0.4% | 257 | $20K |
| Valley National Advisers Inc. | 0.00% | Reduce -12.6% | 250 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 220 | $17K |
| Atticus Wealth Management, LLC | 0.00% | No change | 193 | $15K |
| Emfo, LLC | 0.01% | Add +0.6% | 184 | $14K |
| Tyler-Stone Wealth Management | 0.01% | Add +0.6% | 178 | $14K |
| Nemes Rush Group LLC | 0.00% | Add +100.0% | 176 | $13K |
| M&R Capital Management Inc. | 0.00% | No change | 168 | $13K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -36.5% | 165 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 161 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 160 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 150 | $11K |
| AlphaMark Advisors, LLC | 0.00% | No change | 150 | $11K |
| Bessemer Group Inc. | 0.00% | No change | 142 | $11K |
| Archer Investment Corp | 0.00% | No change | 136 | $10K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 125 | $9K |
| Carolina Wealth Advisors, LLC | 0.01% | Reduce -35.6% | 125 | $9K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 118 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 111 | $8K |
| Private Trust Co. NA | 0.00% | New | 107 | $8K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 100 | $8K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -15.1% | 90 | $7K |
| LRI Investments, LLC | 0.00% | — | 87 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 75 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -58.3% | 78 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 83 | $5K |
| SouthState Bank Corp | 0.00% | No change | 67 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -82.4% | 64 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 63 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 51 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| BNP Paribas Financial Markets | 0.00% | Add +1433.3% | 46 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 45 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 38 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 36 | $3K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 35 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 35 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 33 | $3K |
| Rise Advisors, LLC | 0.00% | Add +3.3% | 31 | $2K |
| Abound Wealth Management | 0.00% | No change | 29 | $2K |
| First Manhattan Co. Llc. | 0.00% | No change | 19 | $1K |
| Castleview Partners, LLC | 0.00% | No change | 16 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 20 | $1K |
| Balefire, LLC | 0.00% | Add +30.0% | 13 | $988 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $760 |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $684 |
| Integrity Financial Corp | 0.00% | No change | 6 | $456 |
| Godsey & Gibb, Inc. | 0.00% | No change | 5 | $380 |
| NewSquare Capital LLC | 0.00% | No change | 4 | $315 |
| Founders Financial Alliance, LLC | 0.00% | New | 4 | $304 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $122 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 1 | $78 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $76 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $74 |
"% of holder's portfolio" is SCHV's weight in each manager's 13F, not the share of Schwab US Large-Cap Value the manager owns.