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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
326
Seneca House Advisors
Virginia
$353K -$1.74K -90 -0.5%
IWM
327
IHT Wealth Management
Illinois
$352K +$1.98K +102 +0.6%
MFG
328
MidWestOne Financial Group
Iowa
$351K +$50K +2,580 +17%
BIM
329
Bridges Investment Management
Nebraska
$350K -$14.8K -765 -4%
WPIC
330
White Pine Investment Company
Michigan
$343K +$331K +17,094 New
WAM
331
Wealthspire Advisors (Maryland)
Maryland
$337K -$103K -5,313 -24%
PWA
332
Physician Wealth Advisors
Utah
$337K -$5.23K -270 -2%
SCM
333
SOL Capital Management
Maryland
$332K +$23K +1,185 +8%
SFG
334
SNS Financial Group
Minnesota
$331K -$94.2K -4,860 -23%
CIC
335
Carnegie Investment Counsel
Ohio
$327K +$2.5K +129 +0.8%
FCA
336
FinTrust Capital Advisors
South Carolina
$321K -$11.7K -606 -4%
SNBOSD
337
Security National Bank of So Dak
Iowa
$319K +$87.4K +4,509 +40%
LFG
338
Larson Financial Group
Missouri
$313K -$930 -48 -0.3%
IB
339
Intrust Bank
Kansas
$313K +$10.4K +537 +4%
APG
340
Abacus Planning Group
South Carolina
$312K -$23K -1,188 -7%
FM
341
Foster & Motley
Ohio
$311K -$1.45K -75 -0.5%
APA
342
American Portfolios Advisors
New York
$304K +$17K +876 +6%
JHCP
343
Jackson Hole Capital Partners
Oklahoma
$303K – – –
CDIA
344
Capital Directions Investment Advisors
Georgia
$302K – – –
OC
345
Oarsman Capital
Wisconsin
$297K +$45.9K +2,370 +19%
RJA
346
Raymond James & Associates
Florida
$297K +$67.5K +3,483 +31%
GG
347
Gofen & Glossberg
Illinois
$296K – – –
AWA
348
Acorn Wealth Advisors
Michigan
$295K +$2.91K +150 +1%
IAN
349
Integrated Advisors Network
Texas
$295K +$286K +14,739 New
CIR
350
Clear Investment Research
Georgia
$294K – – –
12 13
14
15 16