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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
276
Keel Point
Alabama
$1.39M -$180K -7,287 -12%
GHA
277
GW Henssler & Associates
Georgia
$1.39M -$14.1K -570 -1%
JC
278
Jentner Corp
Ohio
$1.38M -$104K -4,221 -7%
JFG
279
JMG Financial Group
Illinois
$1.37M -$747K -30,234 -35%
CAG
280
Csenge Advisory Group
Florida
$1.36M +$429K +17,352 +46%
BRWA
281
B. Riley Wealth Advisors
Florida
$1.34M +$194K +7,869 +17%
MWA
282
Monograph Wealth Advisors
California
$1.34M – – –
KWM
283
Kolinsky Wealth Management
New Jersey
$1.34M +$183K +7,422 +16%
AF
284
Advisornet Financial
Minnesota
$1.33M -$104K -4,194 -7%
WPW
285
Watershed Private Wealth
Illinois
$1.3M – – –
WIA
286
World Investment Advisors
California
$1.26M +$150K +6,051 +13%
KHC
287
Koesten Hirschmann & Crabtree
Kansas
$1.24M – – –
LJAC
288
L.J. Altfest & Co
New York
$1.24M -$131K -5,286 -10%
VFA
289
Valeo Financial Advisors
Indiana
$1.23M – – –
AL
290
Aspiriant LLC
California
$1.21M -$1.71K -69 -0.1%
CP
291
Creekside Partners
California
$1.2M +$1.2M +48,756 New
FFA
292
Farther Finance Advisors
California
$1.2M -$50.5K -2,043 -4%
LIWM
293
Long Island Wealth Management
New York
$1.19M -$74 -3 -0%
MOS
294
MGO One Seven
Ohio
$1.19M +$225K +9,105 +23%
CA
295
CGN Advisors
Kansas
$1.18M +$65.8K +2,664 +6%
AWE
296
Avidian Wealth Enterprises
Texas
$1.17M +$1.17M +47,364 New
SA
297
Sanctuary Advisors
Indiana
$1.17M +$1.19M +47,964 New
KJWM
298
Kiley Juergens Wealth Management
Washington
$1.17M +$29K +1,173 +3%
AWM
299
Apollon Wealth Management
South Carolina
$1.17M -$18.8M -761,742 -94%
KAM
300
KEB Asset Management
Illinois
$1.16M – – –
10 11
12
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