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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
351
Blossom Wealth Management
California
$1.74M – – –
IAS
352
IMA Advisory Services
Colorado
$1.74M +$245K +7,441 +17%
KAM
353
KEB Asset Management
Illinois
$1.72M +$7.38K +224 +0.5%
VST
354
Van Strum & Towne
California
$1.72M – – –
MWM
355
Modern Wealth Management
Kansas
$1.7M +$339K +10,282 +27%
DP
356
DDD Partners
Washington
$1.7M -$3.1M -94,220 -66%
WFAG
357
Wescott Financial Advisory Group
Pennsylvania
$1.7M +$33.8K +1,026 +2%
LIWM
358
Long Island Wealth Management
New York
$1.69M +$593 +18 +0%
BFA
359
Ballast Financial Advisors
Pennsylvania
$1.66M -$43.8K -1,329 -3%
SPW
360
Stillwater Private Wealth
Pennsylvania
$1.65M -$1.82M -55,211 -54%
SA
361
Sovran Advisors
California
$1.65M -$206K -6,242 -11%
CCWM
362
Cassaday & Co Wealth Management
Virginia
$1.62M +$527 +16 +0%
APFP
363
Action Point Financial Planning
Michigan
$1.61M +$1.31M +39,674 +601%
AWE
364
Avidian Wealth Enterprises
Texas
$1.61M +$3.75K +114 +0.2%
HI
365
Harbour Investments
Wisconsin
$1.6M -$119K -3,612 -7%
KJWM
366
Kiley Juergens Wealth Management
Washington
$1.6M -$40.5K -1,229 -3%
LJAC
367
L.J. Altfest & Co
New York
$1.59M -$86.1K -2,615 -5%
VFA
368
Valeo Financial Advisors
Indiana
$1.59M +$27.3K +829 +2%
SWM
369
Seed Wealth Management
Illinois
$1.56M – – –
BIG
370
Brookwood Investment Group
Arizona
$1.56M +$41.7K +1,266 +3%
BWM
371
BCGM Wealth Management
Indiana
$1.56M -$41.5K -1,261 -3%
ZIM
372
Zacks Investment Management
Illinois
$1.55M +$12.9K +393 +0.9%
KFG
373
Kelly Financial Group
Connecticut
$1.54M -$32.8K -996 -2%
GS
374
GTS Securities
Florida
$1.53M +$1.45M +43,936 New
CP
375
Creekside Partners
California
$1.52M -$69.2K -2,102 -5%
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15
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