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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
301
Kolinsky Wealth Management
New Jersey
$1.18M +$123K +5,136 +12%
GAA
302
Guardian Asset Advisors
Pennsylvania
$1.18M -$604K -25,176 -35%
KJWM
303
Kiley Juergens Wealth Management
Washington
$1.17M +$69.8K +2,913 +7%
CWC
304
Carolinas Wealth Consulting
North Carolina
$1.17M +$10.5K +438 +1%
CCM
305
Condor Capital Management
New Jersey
$1.16M -$377K -15,732 -26%
CA
306
CGN Advisors
Kansas
$1.14M +$192K +8,022 +22%
WIA
307
World Investment Advisors
California
$1.14M +$51.6K +2,151 +5%
SPIA
308
Steward Partners Investment Advisory
New York
$1.14M +$151K +6,285 +16%
TYCC
309
Texas Yale Capital Corp
Florida
$1.1M +$1.01K +42 +0.1%
RFA
310
Resurgent Financial Advisors
Georgia
$1.09M +$402K +16,785 +64%
SCM
311
SOL Capital Management
Maryland
$1.08M -$2.52K -105 -0.2%
MCC
312
Money Concepts Capital
Florida
$1.07M -$11K -459 -1%
LWM
313
LongView Wealth Management
Georgia
$1.06M +$166K +6,915 +20%
MWM
314
Modera Wealth Management
New Jersey
$1.04M -$35.2K -1,467 -3%
CAAM
315
Cornerstone Advisors Asset Management
Pennsylvania
$1.04M +$2.66K +111 +0.3%
SWM
316
Spire Wealth Management
Virginia
$1.03M +$21.7K +906 +2%
BFA
317
Beaumont Financial Advisors
Massachusetts
$1.02M -$147K -6,120 -13%
ACA
318
Aptus Capital Advisors
Alabama
$1.01M +$879K +36,660 +1,136%
AWM
319
AE Wealth Management
Kansas
$1M -$1.61M -67,317 -63%
PCMC
320
Private Capital Management (Colorado)
Colorado
$996K -$6.33K -264 -0.7%
BIA
321
Bigelow Investment Advisors
Maine
$990K -$132K -5,490 -12%
BRWA
322
B. Riley Wealth Advisors
Florida
$990K -$229K -9,540 -17%
MOS
323
MGO One Seven
Ohio
$989K -$270K -11,277 -22%
MCCA
324
Mill Creek Capital Advisors
Pennsylvania
$983K +$61.9K +2,583 +7%
AIM
325
Athena Investment Management
California
$982K -$433K -18,051 -32%
11 12
13
14 15