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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
326
Kelman-Lazarov Inc
Tennessee
$663K -$515K -22,932 -42%
AIM
327
AHL Investment Management
Florida
$657K +$68.7K +3,060 +11%
BWP
328
Bernardo Wealth Planning
Pennsylvania
$654K – – –
MCM
329
Mengis Capital Management
Oregon
$652K +$673 +30 +0.1%
HI
330
Harbour Investments
Wisconsin
$646K +$697K +31,065 New
BCM
331
Brookstone Capital Management
Illinois
$637K -$105K -4,695 -13%
AIA
332
Ally Invest Advisors
North Carolina
$626K +$675K +30,093 New
CWA
333
CM Wealth Advisors
Ohio
$626K +$675K +30,066 New
MWM
334
Merriman Wealth Management
Washington
$624K -$70K -3,117 -9%
SWM
335
Southern Wealth Management
Texas
$624K +$75.4K +3,357 +13%
GWM
336
Gray Wealth Management
Maine
$623K +$672K +29,922 New
AA
337
Aire Advisors
California
$621K +$9.9K +441 +1%
ASN
338
Advisory Services Network
Georgia
$621K +$54.5K +2,427 +9%
CIP
339
Capital Insight Partners
Arizona
$616K -$34.1K -1,521 -5%
RWP
340
Revolve Wealth Partners
New Jersey
$615K -$7.41K -330 -1%
IF
341
Ironwood Financial
Arizona
$606K +$144K +6,429 +28%
GT
342
Greenleaf Trust
Michigan
$596K – – –
IAS
343
IMA Advisory Services
Colorado
$595K -$27.8K -1,239 -4%
CAG
344
Csenge Advisory Group
Florida
$595K +$321K +14,295 +100%
SG
345
StoneX Group
New York
$595K -$10.5K -468 -2%
WCM
346
Whitener Capital Management
North Carolina
$592K +$5.72K +255 +0.9%
AFAS
347
Acorn Financial Advisory Services
Virginia
$590K -$3.1K -138 -0.5%
AA
348
Alesco Advisors
New York
$582K +$19K +846 +3%
MHS
349
M Holdings Securities
Oregon
$580K +$20.6K +918 +3%
DADC
350
D.A. Davidson & Co
Montana
$571K – – –
12 13
14
15 16