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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
276
Amicus Financial Advisors
Texas
$2.59M +$32.3K +1,038 +1%
TIM
277
Tortoise Investment Management
New York
$2.58M +$38K +1,220 +1%
FA
278
Fagan Associates
New York
$2.53M -$56.1K -1,800 -2%
AWM
279
AE Wealth Management
Kansas
$2.53M +$142K +4,556 +6%
AWA
280
Arkadios Wealth Advisors
Georgia
$2.53M +$73.7K +2,366 +3%
WMWM
281
Wilkins Miller Wealth Management
Alabama
$2.5M +$56.5K +1,812 +2%
CIA
282
Concurrent Investment Advisors
Florida
$2.47M -$53.3K -1,712 -2%
DAS
283
Dynamic Advisor Solutions
Arizona
$2.45M -$767K -24,618 -23%
RWM
284
Ritholtz Wealth Management
New York
$2.44M +$586K +18,801 +31%
RIA
285
Regal Investment Advisors
Michigan
$2.44M +$102K +3,288 +4%
SWA
286
Stratos Wealth Advisors
Ohio
$2.43M -$95.6K -3,068 -4%
ECM
287
Elgethun Capital Management
South Dakota
$2.43M +$46.2K +1,484 +2%
RA
288
Riversedge Advisors
Delaware
$2.43M +$10.8K +346 +0.4%
MWM
289
Mission Wealth Management
California
$2.38M -$419K -13,436 -15%
PFA
290
Pure Financial Advisors
California
$2.37M -$39.2K -1,259 -2%
VFIC
291
Valley Forge Investment Consultants
Pennsylvania
$2.35M -$212K -6,799 -8%
MGIA
292
Matthew Goff Investment Advisor
Texas
$2.34M +$2.39M +76,791 New
CIS
293
Custom Index Systems
New York
$2.33M -$33.2K -1,066 -1%
BFG
294
Berger Financial Group
Minnesota
$2.29M -$17.5K -561 -0.7%
M
295
MYeCFO
California
$2.29M +$62.3K +2,000 +3%
FSG
296
Financial Strategies Group
Michigan
$2.26M -$44.5K -1,427 -2%
CFGA
297
Cambridge Financial Group (Arizona)
Arizona
$2.26M -$659K -21,150 -22%
AGC
298
Aspen Grove Capital
Colorado
$2.25M -$61.3K -1,967 -3%
ECA
299
Elevation Capital Advisory
Oregon
$2.23M +$2.28M +73,208 New
CW
300
CreativeOne Wealth
Kansas
$2.22M -$265K -8,514 -10%
10 11
12
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