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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
276
Harbour Investments
Wisconsin
$1.02M -$598K -25,227 -38%
AWM
277
Apollon Wealth Management
South Carolina
$1.01M +$39.7K +1,677 +4%
JCIA
278
Jackson Creek Investment Advisors
Colorado
$996K -$90.6K -3,825 -9%
PP
279
Pegasus Partners
Wisconsin
$984K – – –
KWM
280
Kolinsky Wealth Management
New Jersey
$963K +$935K +39,453 New
BAM
281
Baldrige Asset Management
Pennsylvania
$960K -$213 -9 -0%
RIA
282
Regal Investment Advisors
Michigan
$957K -$5.9K -249 -0.6%
MPM
283
Meritage Portfolio Management
Kansas
$944K +$7.6K +321 +0.8%
SWP
284
Stratos Wealth Partners
Ohio
$937K +$29.3K +1,236 +3%
MAM
285
Marotta Asset Management
Virginia
$933K -$104K -4,386 -10%
MWM
286
Merriman Wealth Management
Washington
$925K -$12.4K -525 -1%
HTC
287
Haverford Trust Company
Pennsylvania
$921K +$2.13K +90 +0.2%
WF
288
Warner Financial
Maryland
$916K +$889K +37,542 New
JWCA
289
J.W. Cole Advisors
Florida
$908K +$881K +37,212 New
TFA
290
Teamwork Financial Advisors
Texas
$900K -$39.1K -1,650 -4%
WSWA
291
Warren Street Wealth Advisors
California
$900K +$873K +36,867 New
SWA
292
Sax Wealth Advisors
New Jersey
$894K +$868K +36,633 New
BRWM
293
B. Riley Wealth Management
Tennessee
$870K -$12.1K -510 -1%
BL
294
BCWM LLC
Kansas
$869K +$4.69K +198 +0.6%
WMR
295
Wealth Management Resources
Rhode Island
$859K +$834K +35,214 New
FAG
296
Fortitude Advisory Group
Washington
$857K +$831K +35,103 New
CIP
297
Capital Insight Partners
Arizona
$851K -$96.5K -4,074 -10%
BBW
298
Blue Barn Wealth
Utah
$842K -$155K -6,549 -16%
PGFC
299
Peapack-Gladstone Financial Corp
New Jersey
$827K +$118K +4,971 +17%
KJWM
300
Kiley Juergens Wealth Management
Washington
$824K +$83.4K +3,522 +12%
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