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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
301
Zacks Investment Management
Illinois
$1.91M +$533K +18,237 +40%
NSG
302
Nalls Sherbakoff Group
Tennessee
$1.9M -$392K -13,424 -17%
ITG
303
Index Technologies Group
New York
$1.88M +$1.86M +63,639 New
MMA
304
Miracle Mile Advisors
California
$1.88M +$146 +5 +0%
SA
305
Stewardship Advisors
Pennsylvania
$1.87M +$58.4K +1,998 +3%
NWAG
306
Net Worth Advisory Group
Utah
$1.86M +$1.84M +62,942 New
IA
307
IFP Advisors
Florida
$1.86M -$42.2K -1,445 -2%
MFT
308
Moisand Fitzgerald Tamayo
Florida
$1.84M -$4.62K -158 -0.3%
RWM
309
Ritholtz Wealth Management
New York
$1.81M -$71.9K -2,461 -4%
CSP
310
Cary Street Partners
Virginia
$1.8M -$479K -16,402 -21%
AWM
311
Apollon Wealth Management
South Carolina
$1.79M -$30.2K -1,034 -2%
CA
312
CGN Advisors
Kansas
$1.79M +$65.4K +2,236 +4%
AIM
313
Avity Investment Management
Connecticut
$1.78M – – –
PA
314
Parallel Advisors
California
$1.73M +$1.43K +49 +0.1%
KF
315
K2 Financial
California
$1.73M +$48.7K +1,666 +3%
SWP
316
SIMA Wealth Partners
Virginia
$1.72M -$174K -5,953 -9%
SF
317
Schaeffer Financial
Maryland
$1.69M -$1.16M -39,715 -41%
MW
318
Maia Wealth
Colorado
$1.68M +$13.8K +471 +0.9%
AL
319
Aspiriant LLC
California
$1.65M +$155K +5,308 +11%
BIA
320
Bigelow Investment Advisors
Maine
$1.64M -$108K -3,703 -6%
EHAM
321
Eagle Harbor Asset Management
Washington
$1.64M -$91.3K -3,123 -5%
CWM
322
Cornerstone Wealth Management
Missouri
$1.63M +$169K +5,781 +12%
GHA
323
GW Henssler & Associates
Georgia
$1.63M +$53.7K +1,836 +3%
MWA
324
Monograph Wealth Advisors
California
$1.62M – – –
RA
325
RFG Advisory
Alabama
$1.58M +$1.05M +36,092 +207%
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