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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
$895K +$87.9K +3,714 +11%
SWA
302
Sax Wealth Advisors
New Jersey
$872K – – –
LB
303
Leo Brokerage
Texas
$864K +$860K +36,306 New
JCIA
304
Jackson Creek Investment Advisors
Colorado
$853K -$117K -4,950 -12%
MAM
305
Marotta Asset Management
Virginia
$853K -$56.6K -2,391 -6%
IAIM
306
International Assets Investment Management
Florida
$849K +$447K +18,864 +118%
BL
307
BCWM LLC
Kansas
$843K -$4.12K -174 -0.5%
WMR
308
Wealth Management Resources
Rhode Island
$842K +$3.62K +153 +0.4%
CBFP
309
Cedar Brook Financial Partners
Ohio
$841K +$76.6K +3,237 +10%
LWM
310
Loveless Wealth Management
Montana
$837K +$232K +9,792 +39%
BCM
311
Brookstone Capital Management
Illinois
$826K -$391K -16,518 -32%
BBW
312
Blue Barn Wealth
Utah
$823K +$2.06K +87 +0.3%
AIM
313
Athena Investment Management
California
$790K +$781K +33,000 New
MWM
314
Merriman Wealth Management
Washington
$788K -$113K -4,788 -13%
BWP
315
Bernardo Wealth Planning
Pennsylvania
$748K – – –
MCM
316
Mengis Capital Management
Oregon
$745K -$8.1K -342 -1%
AIC
317
Ayalon Insurance Company
Israel
$742K +$64.3K +2,715 +10%
CIP
318
Capital Insight Partners
Arizona
$741K -$87.7K -3,705 -11%
CFD
319
Creative Financial Designs
Indiana
$735K -$274K -11,574 -27%
ZF
320
Zhang Financial
Michigan
$722K +$507K +21,426 +241%
WWM
321
WT Wealth Management
Arizona
$713K -$13.8K -585 -2%
RWP
322
Revolve Wealth Partners
New Jersey
$711K +$15.3K +645 +2%
IAS
323
IMA Advisory Services
Colorado
$710K -$1.42K -60 -0.2%
AA
324
Aire Advisors
California
$703K +$696K +29,415 New
SG
325
StoneX Group
New York
$691K -$6.89K -291 -1%
11 12
13
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