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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$539K -$38.1K -1,830 -7%
AWMG
302
Alliance Wealth Management Group
New Jersey
$539K -$1.31K -63 -0.3%
TCM
303
Towercrest Capital Management
Pennsylvania
$539K -$1.31K -63 -0.3%
CC
304
Cassaday & Co
Virginia
$534K +$1.19K +57 +0.2%
CCA
305
Clearwater Capital Advisors
Illinois
$533K -$2.38K -114 -0.5%
AIM
306
Avity Investment Management
Connecticut
$531K – – –
AWA
307
Arkadios Wealth Advisors
Georgia
$527K -$195K -9,345 -28%
PS
308
Portfolio Solutions
Michigan
$526K +$504K +24,180 New
AFA
309
Atlanta Financial Associates
Georgia
$515K – – –
WPA
310
West Paces Advisors
Georgia
$497K – – –
SPIA
311
Steward Partners Investment Advisory
New York
$495K +$52.6K +2,526 +12%
CWC
312
Carolinas Wealth Consulting
North Carolina
$494K +$32.4K +1,557 +7%
WCM
313
Whitener Capital Management
North Carolina
$489K -$45.7K -2,193 -9%
PIMG
314
Patriot Investment Management Group
Tennessee
$486K +$466K +22,374 New
RIM
315
Rockbridge Investment Management
New York
$482K – – –
BAM
316
Belpointe Asset Management
Nevada
$482K +$48.4K +2,325 +12%
RC
317
Roundview Capital
New Jersey
$479K – – –
MGWM
318
Marks Group Wealth Management
Minnesota
$469K – – –
BCWM
319
Bartlett & Co Wealth Management
Ohio
$461K +$125 +6 +0%
BC
320
Bartlett & Co
Ohio
$461K +$125 +6 +0%
KCPG
321
Kavar Capital Partners Group
Kansas
$455K -$13.4K -645 -3%
HWA
322
HHM Wealth Advisors
Tennessee
$450K -$4.81K -231 -1%
SBIA
323
Sheaff Brock Investment Advisors
Indiana
$449K -$28.1K -1,350 -6%
ZIM
324
Zacks Investment Management
Illinois
$448K -$6K -288 -1%
MAG
325
Mayfair Advisory Group
Alabama
$439K -$69.8K -3,351 -14%
11 12
13
14 15