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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
S
251
SignatureFD
Georgia
$1.52M +$123K +5,619 +9%
KM
252
Kalos Management
Georgia
$1.51M -$18.3K -840 -1%
CCM
253
Carlson Capital Management
Minnesota
$1.49M -$262 -12 -0%
BL
254
BCWM LLC
Kansas
$1.46M +$174K +7,992 +14%
PA
255
Parallel Advisors
California
$1.44M -$30.2K -1,383 -2%
RIA
256
Regal Investment Advisors
Michigan
$1.42M +$217K +9,951 +19%
SAG
257
SageView Advisory Group
California
$1.41M +$1.12M +51,192 +425%
TIM
258
Tortoise Investment Management
New York
$1.41M -$96.7K -4,431 -7%
ZIM
259
Zacks Investment Management
Illinois
$1.4M +$220K +10,068 +19%
AIM
260
Avity Investment Management
Connecticut
$1.4M +$524K +24,000 +62%
WF
261
Warner Financial
Maryland
$1.39M +$60.2K +2,757 +5%
BWM
262
BCGM Wealth Management
Indiana
$1.34M -$3.96M -181,515 -75%
TYCC
263
Texas Yale Capital Corp
Florida
$1.33M -$1.62M -74,004 -55%
SFS
264
Sowell Financial Services
Arkansas
$1.33M +$368K +16,839 +40%
RRC
265
Relaxing Retirement Coach
Massachusetts
$1.28M -$12.6K -576 -1%
GHA
266
GW Henssler & Associates
Georgia
$1.27M -$22.1K -1,011 -2%
ECM
267
Elgethun Capital Management
South Dakota
$1.27M +$5.76K +264 +0.5%
BCIM
268
Bishop & Co Investment Management
Pennsylvania
$1.26M -$49.5K -2,268 -4%
LAIC
269
Lederer & Associates Investment Counsel
California
$1.25M -$60.9K -2,790 -5%
GJIA
270
Glass Jacobson Investment Advisors
Maryland
$1.23M +$1.2M +54,906 New
NCM
271
Northwest Capital Management
Oregon
$1.22M – – –
KHC
272
Koesten Hirschmann & Crabtree
Kansas
$1.22M -$8.32K -381 -0.7%
AA
273
Alesco Advisors
New York
$1.21M -$11.1K -510 -0.9%
MWA
274
Monograph Wealth Advisors
California
$1.2M – – –
CCWM
275
Cassaday & Co Wealth Management
Virginia
$1.2M -$74.8K -3,426 -6%
9 10
11
12 13