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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$261K -$61.4K -3,462 -19%
SWP
302
Stratos Wealth Partners
Ohio
$260K +$253K +14,259 New
MCP
303
Mirador Capital Partners
California
$258K +$4.69K +264 +2%
AIM
304
Avity Investment Management
Connecticut
$257K – – –
APSP
305
Asset Planning Services (Pennsylvania)
Pennsylvania
$255K – – –
TIM
306
Thompson Investment Management
Wisconsin
$248K -$1.97K -111 -0.8%
CAM
307
Carret Asset Management
New York
$248K – – –
SDWMA
308
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$12.1K +681 +5%
CA
309
Calton & Associates
Florida
$245K +$238K +13,410 New
AIM
310
Aspen Investment Management
Michigan
$241K – – –
WSTAM
311
Wilbanks Smith & Thomas Asset Management
Virginia
$240K -$14.5K -816 -6%
GG
312
Greenwood Gearhart
Arkansas
$240K +$234K +13,167 New
CSIA
313
Charles Schwab Investment Advisory
California
$236K +$230K +12,936 New
AWMF
314
Arbor Wealth Management (Florida)
Florida
$228K +$5.33K +300 +2%
JA
315
JOYN Advisors
Georgia
$220K – – –
CBFP
316
Cedar Brook Financial Partners
Ohio
$219K +$213K +12,012 New
TRCT
317
Tower Research Capital (TRC)
New York
$213K +$206K +11,580 +14,846%
SNBOSD
318
Security National Bank of So Dak
Iowa
$208K +$202K +11,388 New
CPIG
319
Chicago Partners Investment Group
Illinois
$204K +$194K +10,923 New
ACM
320
AlphaStar Capital Management
North Carolina
$204K +$199K +11,205 New
PIMG
321
Patriot Investment Management Group
Tennessee
$201K +$196K +11,043 New
FA
322
Fortis Advisors
Pennsylvania
$199K -$2.56K -144 -1%
PWM
323
PRW Wealth Management
Massachusetts
$198K – – –
SQA
324
Simon Quick Advisors
New Jersey
$195K +$189K +10,668 New
APA
325
American Portfolios Advisors
New York
$177K +$159K +8,940 +1,178%
11 12
13
14 15