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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
251
HHM Wealth Advisors
Tennessee
$484K -$40.7K -2,175 -8%
SIAS
252
Shine Investment Advisory Services
Colorado
$484K +$505 +27 +0.1%
ZIM
253
Zacks Investment Management
Illinois
$481K -$27.2K -1,452 -5%
AW
254
ACG Wealth
Georgia
$474K -$25.4K -1,359 -5%
AWMG
255
Alliance Wealth Management Group
New Jersey
$472K – – –
TCM
256
Towercrest Capital Management
Pennsylvania
$472K – – –
TFS
257
TrustCore Financial Services
Tennessee
$462K -$151K -8,082 -25%
BIA
258
Bigelow Investment Advisors
Maine
$455K +$42K +2,244 +10%
PSUF
259
People's United Financial
Connecticut
$450K -$5.45K -291 -1%
TF
260
Trek Financial
Arizona
$446K -$43.6K -2,331 -9%
MIAS
261
Mason Investment Advisory Services
Virginia
$445K – – –
GRP
262
Global Retirement Partners
California
$443K -$1.46K -78 -0.3%
SFM
263
Signet Financial Management
New Jersey
$443K +$424K +22,650 New
JPLA
264
Joseph P. Lucia & Associates
New York
$442K -$25.2K -1,344 -5%
SFS
265
Sowell Financial Services
Arkansas
$438K +$434K +23,166 New
CWM
266
Chesapeake Wealth Management
Virginia
$435K +$32.6K +1,740 +8%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$418K -$40.4K -2,157 -9%
AWM
268
Avior Wealth Management
Nebraska
$413K +$80K +4,275 +24%
WPA
269
West Paces Advisors
Georgia
$408K – – –
WPW
270
Waldron Private Wealth
Pennsylvania
$407K +$403K +21,555 New
SFG
271
SNS Financial Group
Minnesota
$404K -$35.6K -1,902 -8%
RIA
272
Regal Investment Advisors
Michigan
$399K +$80.6K +4,308 +26%
VCP
273
Vista Capital Partners
Oregon
$391K -$20.6K -1,098 -5%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$391K -$2.47K -132 -0.6%
RCM
275
Radnor Capital Management
Pennsylvania
$370K – – –
9 10
11
12 13