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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
276
Market Street Wealth Management Advisors
Indiana
$1.25M -$101K -4,530 -7%
CCWM
277
Cassaday & Co Wealth Management
Virginia
$1.25M -$63.9K -2,874 -5%
ECM
278
Elgethun Capital Management
South Dakota
$1.24M -$226K -10,158 -15%
AA
279
Alesco Advisors
New York
$1.2M -$15.7K -705 -1%
KHC
280
Koesten Hirschmann & Crabtree
Kansas
$1.2M -$47.2K -2,124 -4%
PCMC
281
Private Capital Management (Colorado)
Colorado
$1.2M -$55.8K -2,511 -4%
NCM
282
Northwest Capital Management
Oregon
$1.19M -$31.9K -1,434 -3%
WAM
283
WNY Asset Management
New York
$1.19M -$297K -13,344 -20%
MWA
284
Monograph Wealth Advisors
California
$1.18M – – –
CWM
285
Chesapeake Wealth Management
Virginia
$1.17M +$1.33K +60 +0.1%
RIA
286
Regal Investment Advisors
Michigan
$1.17M -$67 -3 -0%
LJAC
287
L.J. Altfest & Co
New York
$1.16M +$6.67K +300 +0.6%
VFA
288
Valeo Financial Advisors
Indiana
$1.16M -$5.07K -228 -0.4%
ZIM
289
Zacks Investment Management
Illinois
$1.15M -$190K -8,559 -14%
AL
290
Aspiriant LLC
California
$1.15M +$18.9K +849 +2%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$1.14M +$1.09M +48,921 +1,447%
WP
292
WealthSource Partners
California
$1.13M +$596K +26,829 +108%
RPGK
293
Retirement Planning Group (Kansas)
Kansas
$1.13M +$737K +33,180 +179%
BRWA
294
B. Riley Wealth Advisors
Florida
$1.12M -$203K -9,114 -15%
GCA
295
Gradient Capital Advisors
California
$1.11M -$25.3K -1,137 -2%
BCM
296
Brookstone Capital Management
Illinois
$1.1M +$157K +7,059 +17%
SFG
297
Sovereign Financial Group
Connecticut
$1.09M -$676K -30,423 -38%
SWM
298
Seed Wealth Management
Illinois
$1.06M – – –
ETIA
299
Epic Trust Investment Advisors
Washington
$1.05M +$1.07M +48,171 New
DI
300
DFPG Investments
Utah
$1.05M +$159K +7,155 +17%
10 11
12
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