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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
301
StrategIQ Financial Group
Indiana
$294K +$291K +15,723 New
PFA
302
Pinnacle Family Advisors
Missouri
$286K +$282K +15,276 New
SCM
303
SOL Capital Management
Maryland
$285K
HFA
304
Hoover Financial Advisors
Pennsylvania
$285K +$3.05K +165 +1%
CIC
305
Carnegie Investment Counsel
Ohio
$284K +$2.22K +120 +0.8%
BO
306
BRR OpCo
Ohio
$280K -$18.3K -990 -6%
GG
307
Gofen & Glossberg
Illinois
$276K
RC
308
Roundview Capital
New Jersey
$275K -$887 -48 -0.3%
CIR
309
Clear Investment Research
Georgia
$274K -$12K -648 -4%
AWA
310
Acorn Wealth Advisors
Michigan
$273K -$8.82K -477 -3%
MFG
311
MidWestOne Financial Group
Iowa
$273K +$270K +14,592 New
CFGS
312
Concourse Financial Group Securities
Alabama
$272K +$2.77K +150 +1%
AIM
313
Avity Investment Management
Connecticut
$264K
WSTAM
314
Wilbanks Smith & Thomas Asset Management
Virginia
$263K +$16.5K +894 +7%
APSP
315
Asset Planning Services (Pennsylvania)
Pennsylvania
$262K
APA
316
American Portfolios Advisors
New York
$259K +$76.6K +4,146 +43%
TIM
317
Thompson Investment Management
Wisconsin
$255K +$721 +39 +0.3%
TIA
318
Tiemann Investment Advisors
California
$255K +$252K +13,632 New
CAM
319
Carret Asset Management
New York
$254K
SDWMA
320
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K
CAM
321
Crestone Asset Management
Colorado
$247K +$244K +13,200 New
OC
322
Oarsman Capital
Wisconsin
$235K -$61.4K -3,324 -21%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$232K +$217K +11,757 +1,875%
CAG
324
Csenge Advisory Group
Florida
$231K -$49.5K -2,676 -18%
Millennium Management
325
Millennium Management
New York
$230K -$64.8K -3,504 -22%