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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
251
Unique Wealth
Florida
$2.53M +$2.4M +91,317 New
FWM
252
Fortress Wealth Management
California
$2.51M +$4.63K +176 +0.2%
NW
253
NewEdge Wealth
Pennsylvania
$2.46M +$2.32M +88,259 New
CFGA
254
Cambridge Financial Group (Arizona)
Arizona
$2.45M +$30.4K +1,157 +1%
EW
255
Evoke Wealth
California
$2.44M – – –
FA
256
Fagan Associates
New York
$2.41M -$37.9K -1,443 -2%
CIA
257
Concurrent Investment Advisors
Florida
$2.36M +$467K +17,767 +26%
SWA
258
Stratos Wealth Advisors
Ohio
$2.36M -$31.2K -1,187 -1%
BWM
259
BCS Wealth Management
Tennessee
$2.35M +$289K +10,984 +15%
IWM
260
IHT Wealth Management
Illinois
$2.32M -$84.5K -3,214 -4%
CA
261
Clearstead Advisors
Ohio
$2.32M -$19.8K -754 -0.9%
AWM
262
AE Wealth Management
Kansas
$2.31M +$1.16M +43,969 +111%
WCM
263
Weaver Capital Management
Georgia
$2.29M -$72.7K -2,766 -3%
SCM
264
Saxony Capital Management
Missouri
$2.27M -$1.1M -42,032 -34%
AL
265
ACAS LLC
California
$2.26M -$26.1K -993 -1%
RA
266
Riversedge Advisors
Delaware
$2.25M +$72.8K +2,769 +4%
HWM
267
HB Wealth Management
Georgia
$2.24M -$413K -15,715 -16%
PFA
268
Pure Financial Advisors
California
$2.23M -$228K -8,680 -10%
CSP
269
Cary Street Partners
Virginia
$2.21M -$421K -16,007 -17%
GRP
270
Global Retirement Partners
California
$2.2M +$2.09M +79,597 New
AWA
271
Arkadios Wealth Advisors
Georgia
$2.19M +$64.3K +2,447 +3%
WMWM
272
Wilkins Miller Wealth Management
Alabama
$2.18M +$213K +8,092 +11%
TIM
273
Tortoise Investment Management
New York
$2.17M +$203K +7,736 +11%
AGC
274
Aspen Grove Capital
Colorado
$2.16M -$30.5K -1,161 -1%
PFA
275
Pinnacle Family Advisors
Missouri
$2.15M -$1.78M -67,760 -47%
9 10
11
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