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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
276
Martel Wealth Advisors
Washington
$555K -$6.86K -354 -1%
PA
277
Parallel Advisors
California
$541K +$210K +10,827 +67%
BIA
278
Bigelow Investment Advisors
Maine
$516K +$32.7K +1,689 +7%
HWA
279
HHM Wealth Advisors
Tennessee
$508K -$5K -258 -1%
BL
280
BCWM LLC
Kansas
$505K +$488K +25,191 New
AW
281
ACG Wealth
Georgia
$503K +$291 +15 +0.1%
TCM
282
Towercrest Capital Management
Pennsylvania
$499K -$1.74K -90 -0.4%
AWMG
283
Alliance Wealth Management Group
New Jersey
$498K -$1.74K -90 -0.4%
SWM
284
Southern Wealth Management
Texas
$482K +$466K +24,057 New
JWCA
285
J.W. Cole Advisors
Florida
$475K +$460K +23,718 New
MIAS
286
Mason Investment Advisory Services
Virginia
$472K – – –
GRP
287
Global Retirement Partners
California
$468K -$1.8K -93 -0.4%
JCM
288
Jacobsen Capital Management
Utah
$467K -$144K -7,422 -24%
PSUF
289
People's United Financial
Connecticut
$461K -$15.6K -804 -3%
SFM
290
Signet Financial Management
New Jersey
$458K +$3.84K +198 +0.9%
ZIM
291
Zacks Investment Management
Illinois
$456K -$52.8K -2,727 -11%
TF
292
Trek Financial
Arizona
$445K -$26.6K -1,371 -6%
SG
293
StoneX Group
New York
$444K +$73.8K +3,807 +21%
FI
294
FormulaFolio Investments
Michigan
$441K +$74.9K +3,867 +21%
AWM
295
Avior Wealth Management
Nebraska
$438K +$58 +3 +0%
LIM
296
Leavell Investment Management
Alabama
$436K -$75.6K -3,900 -15%
AWM
297
Aprio Wealth Management
Georgia
$435K +$421K +21,702 New
WPA
298
West Paces Advisors
Georgia
$433K – – –
WPW
299
Waldron Private Wealth
Pennsylvania
$431K – – –
LF
300
LifeSteps Financial
California
$427K +$413K +21,333 New
10 11
12
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