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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
226
Weaver Capital Management
Georgia
$2.17M +$2.03M +92,883 New
ACG
227
Allen Capital Group
Nebraska
$2.16M -$70.5K -3,225 -3%
PFA
228
Pure Financial Advisors
California
$2.16M -$108K -4,917 -5%
MFT
229
Moisand Fitzgerald Tamayo
Florida
$2.14M -$364K -16,641 -15%
HPFG
230
Hart & Patterson Financial Group
Massachusetts
$2.11M +$1.98M +90,435 New
FAIM
231
Financial Advocates Investment Management
Washington
$2.1M -$4.07K -186 -0.2%
AFS
232
Annapolis Financial Services
Maryland
$2.07M +$5.12K +234 +0.3%
AL
233
ACAS LLC
California
$2.07M -$25.5K -1,164 -1%
ASN
234
Advisory Services Network
Georgia
$2.06M +$41.3K +1,890 +2%
EW
235
Evoke Wealth
California
$2.06M +$1.93M +88,290 New
JWCA
236
J.W. Cole Advisors
Florida
$2.03M +$30.1K +1,377 +2%
JGCM
237
Joseph Group Capital Management
Ohio
$1.99M +$76K +3,474 +4%
DSC
238
Duncker Streett & Co
Missouri
$1.98M +$2.36K +108 +0.1%
BWM
239
BCS Wealth Management
Tennessee
$1.97M +$32.3K +1,479 +2%
AF
240
Allworth Financial
California
$1.95M +$949K +43,383 +109%
EHAM
241
Eagle Harbor Asset Management
Washington
$1.94M -$21.7K -993 -1%
RIA
242
Regal Investment Advisors
Michigan
$1.91M +$211K +9,642 +13%
MWM
243
Merriman Wealth Management
Washington
$1.9M -$127K -5,823 -7%
PAG
244
Private Advisor Group
New Jersey
$1.88M +$99.2K +4,536 +6%
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$1.88M -$5.31K -243 -0.3%
JFG
246
JMG Financial Group
Illinois
$1.85M – – –
PAS
247
Park Avenue Securities
New York
$1.85M -$2.48M -113,370 -59%
NSG
248
Nalls Sherbakoff Group
Tennessee
$1.84M -$7.15K -327 -0.4%
AGC
249
Aspen Grove Capital
Colorado
$1.83M -$5.31K -243 -0.3%
WF
250
Warner Financial
Maryland
$1.83M +$91.1K +4,164 +6%
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10
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