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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
326
Avity Investment Management
Connecticut
$842K -$212K -9,525 -20%
CBFP
327
Cedar Brook Financial Partners
Ohio
$838K -$8.4K -378 -1%
NAS
328
NWF Advisory Services
California
$829K +$824K +37,068 New
RFA
329
Resurgent Financial Advisors
Georgia
$828K -$26.2K -1,179 -3%
HTC
330
Haverford Trust Company
Pennsylvania
$825K – – –
WIA
331
World Investment Advisors
California
$821K -$11.7M -526,545 -93%
SWA
332
Sax Wealth Advisors
New Jersey
$817K +$16.4K +738 +2%
BAM
333
Baldrige Asset Management
Pennsylvania
$813K +$1.13K +51 +0.1%
MAM
334
Marquette Asset Management
Minnesota
$809K -$315K -14,175 -28%
LWM
335
Ledge Wealth Management
Minnesota
$799K -$1.44M -64,995 -64%
HI
336
Hoey Investments
Pennsylvania
$791K -$12.7K -573 -2%
MPM
337
Meritage Portfolio Management
Kansas
$782K -$41.9K -1,884 -5%
AIP
338
Almanack Investment Partners
Pennsylvania
$775K +$28.9K +1,299 +4%
DACG
339
Donor Advised Charitable Giving
California
$772K +$354K +15,912 +82%
PWM
340
Prosperity Wealth Management
California
$764K -$102K -4,608 -12%
JF
341
Joule Financial
Kentucky
$764K +$267 +12 +0%
SWM
342
Southern Wealth Management
Texas
$761K -$17.8K -801 -2%
BL
343
BFSG LLC
California
$758K +$36K +1,620 +5%
WMR
344
Wealth Management Resources
Rhode Island
$758K -$17.6K -792 -2%
SAS
345
SMI Advisory Services
Indiana
$755K +$84.5K +3,804 +12%
PP
346
Pegasus Partners
Wisconsin
$755K – – –
BMCM
347
Bryn Mawr Capital Management
Pennsylvania
$752K – – –
HI
348
Harbour Investments
Wisconsin
$748K -$79.5K -3,579 -9%
CL
349
Choreo LLC
Illinois
$745K +$540K +24,303 +248%
BDFN
350
Bond & Devick Financial Network
Minnesota
$745K – – –
12 13
14
15 16