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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
301
Kiley Juergens Wealth Management
Washington
$826K +$14.3K +636 +2%
LWM
302
Loveless Wealth Management
Montana
$818K +$93.4K +4,161 +12%
BAM
303
Baldrige Asset Management
Pennsylvania
$800K +$9.43K +420 +1%
WF
304
Warner Financial
Maryland
$800K +$18.2K +813 +2%
KWM
305
Kolinsky Wealth Management
New Jersey
$799K +$9.09K +405 +1%
SWM
306
Spire Wealth Management
Virginia
$789K -$521K -23,193 -38%
HTC
307
Haverford Trust Company
Pennsylvania
$785K – – –
FAG
308
Fortitude Advisory Group
Washington
$782K -$11K -489 -1%
JCIA
309
Jackson Creek Investment Advisors
Colorado
$769K -$26.1K -1,161 -3%
WIA
310
World Investment Advisors
California
$765K -$14.7M -654,438 -95%
SWA
311
Sax Wealth Advisors
New Jersey
$762K – – –
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$759K -$25.1K -1,119 -3%
CBFP
313
Cedar Brook Financial Partners
Ohio
$757K +$23.8K +1,059 +3%
MAM
314
Marotta Asset Management
Virginia
$753K – – –
CWM
315
Cedar Wealth Management
California
$750K -$115K -5,130 -12%
LB
316
Leo Brokerage
Texas
$749K -$6.87K -306 -0.8%
MPM
317
Meritage Portfolio Management
Kansas
$743K -$55.1K -2,454 -6%
WMR
318
Wealth Management Resources
Rhode Island
$740K +$4.58K +204 +0.6%
JF
319
Joule Financial
Kentucky
$740K +$798K +35,553 New
BBW
320
Blue Barn Wealth
Utah
$712K -$8.82K -393 -1%
ZF
321
Zhang Financial
Michigan
$706K +$80.3K +3,579 +12%
IAIM
322
International Assets Investment Management
Florida
$701K +$1.89K +84 +0.2%
AIC
323
Ayalon Insurance Company
Israel
$700K +$55.8K +2,484 +8%
AIM
324
Athena Investment Management
California
$687K – – –
CFD
325
Creative Financial Designs
Indiana
$672K +$31.4K +1,398 +5%
11 12
13
14 15