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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
226
Financial Advisors
Massachusetts
$573K +$7.19K +405 +1%
NWS
227
Newport Wealth Strategies
California
$569K +$10.9K +612 +2%
JMPWA
228
JP Morgan Private Wealth Advisors
California
$555K +$10.6K +597 +2%
LBC
229
Lowe Brockenbrough & Co
Virginia
$551K +$16K +900 +3%
BIA
230
BHK Investment Advisors
Alabama
$541K -$24.1K -1,359 -4%
ACA
231
Atlas Capital Advisors
Wyoming
$534K +$98.7K +5,559 +23%
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$531K +$33.8K +1,902 +7%
ASN
233
Advisory Services Network
Georgia
$504K +$201K +11,340 +70%
BL
234
BCWM LLC
Kansas
$499K +$29K +1,632 +6%
TF
235
Trek Financial
Arizona
$491K -$320K -18,024 -40%
FAM
236
Foothills Asset Management
Arizona
$486K +$7.03K +396 +2%
AW
237
ACG Wealth
Georgia
$482K -$76.9K -4,335 -14%
SIAS
238
Shine Investment Advisory Services
Colorado
$473K +$532 +30 +0.1%
W
239
Wealthquest
Ohio
$469K +$48.6K +2,736 +12%
BPWA
240
Beacon Pointe Wealth Advisors
California
$465K -$12.8K -723 -3%
GRP
241
Global Retirement Partners
California
$462K +$3.89K +219 +0.9%
AWMG
242
Alliance Wealth Management Group
New Jersey
$455K – – –
TCM
243
Towercrest Capital Management
Pennsylvania
$455K – – –
TIM
244
Tortoise Investment Management
New York
$452K – – –
GG
245
GenWealth Group
New Jersey
$446K +$76.7K +4,320 +22%
CA
246
Continuum Advisory
Idaho
$443K -$94.4K -5,316 -18%
ZIM
247
Zacks Investment Management
Illinois
$440K +$40K +2,253 +10%
BIA
248
Bigelow Investment Advisors
Maine
$439K +$373 +21 +0.1%
MIAS
249
Mason Investment Advisory Services
Virginia
$429K +$418K +23,532 New
PSUF
250
People's United Financial
Connecticut
$420K +$408K +23,001 New
8 9
10
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