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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
301
Frontier Wealth Management
Missouri
$598K +$4.83K +213 +0.8%
NS
302
Newman & Schimel
Illinois
$594K -$32.3K -1,422 -5%
SSWM
303
Smith Salley Wealth Management
North Carolina
$591K – – –
AFAS
304
Acorn Financial Advisory Services
Virginia
$591K +$587K +25,878 New
JWCA
305
J.W. Cole Advisors
Florida
$583K -$1.91K -84 -0.3%
ASN
306
Advisory Services Network
Georgia
$582K -$204 -9 -0%
SW
307
SlateStone Wealth
Florida
$581K +$68 +3 +0%
AIM
308
Avity Investment Management
Connecticut
$565K +$9.53K +420 +2%
AWMG
309
Alliance Wealth Management Group
New Jersey
$564K – – –
PS
310
Portfolio Solutions
Michigan
$564K – – –
TCM
311
Towercrest Capital Management
Pennsylvania
$564K – – –
CC
312
Cassaday & Co
Virginia
$558K -$1.29K -57 -0.2%
CCA
313
Clearwater Capital Advisors
Illinois
$558K – – –
WCM
314
Whitener Capital Management
North Carolina
$548K +$35.7K +1,575 +7%
BAM
315
Belpointe Asset Management
Nevada
$536K +$31.8K +1,401 +6%
SHA
316
Seneca House Advisors
Virginia
$532K -$39.1K -1,725 -7%
TIM
317
Thompson Investment Management
Wisconsin
$530K +$108K +4,779 +26%
WPA
318
West Paces Advisors
Georgia
$520K – – –
KA
319
Kovack Advisors
Florida
$520K +$61.6K +2,715 +14%
LWM
320
Loveless Wealth Management
Montana
$518K +$184K +8,091 +55%
BCM
321
Brookstone Capital Management
Illinois
$517K +$512K +22,587 New
PIMG
322
Patriot Investment Management Group
Tennessee
$513K +$3.06K +135 +0.6%
RIM
323
Rockbridge Investment Management
New York
$505K – – –
RC
324
Roundview Capital
New Jersey
$502K – – –
MGWM
325
Marks Group Wealth Management
Minnesota
$491K – – –
11 12
13
14 15