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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$50K -$15.2K -855 -24%
FHA
352
First Horizon Advisors
Tennessee
$48K -$23.5K -1,323 -34%
KPW
353
Kore Private Wealth
New York
$46K – – –
PAI
354
Pittenger & Anderson Inc
Nebraska
$44K -$5.33K -300 -11%
MAU
355
MRA Associates USA
Arizona
$42.5K – – –
CFB
356
Cullen/Frost Bankers
Texas
$38K +$37K +2,085 New
MSFP
357
Mark Sheptoff Financial Planning
Connecticut
$37K – – –
MIM
358
Macroview Investment Management
Maryland
$36K +$35.2K +1,983 New
FNC
359
First National Corp
Massachusetts
$32K +$1.38K +78 +5%
HDIM
360
Hanson & Doremus Investment Management
Vermont
$31K +$7.83K +441 +35%
LWANC
361
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K -$905 -51 -3%
WCM
362
WealthBridge Capital Management
Ohio
$28K +$26.6K +1,500 New
SWP
363
Strategic Wealth Partners
Ohio
$25K -$86.7K -4,887 -79%
LDFR
364
Lehman & Derafelo Financial Resources
Pennsylvania
$25K – – –
JPLA
365
Joseph P. Lucia & Associates
New York
$24.8K +$23.7K +1,335 New
PFGIA
366
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$22.8K +1,284 New
MDCM
367
Morgan Dempsey Capital Management
Wisconsin
$22K -$82.1K -4,626 -79%
LWCFA
368
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K +$20.7K +1,167 New
KL
369
KWMG LLC
Kansas
$20K +$19.8K +1,116 New
AIM
370
Anchor Investment Management
South Carolina
$19.8K – – –
RCA
371
Rowland Carmichael Advisors
Arizona
$16K – – –
VNA
372
Valley National Advisers
Pennsylvania
$16K – – –
NC
373
NewSquare Capital
Pennsylvania
$15K +$106 +6 +0.7%
LFG
374
LifePlan Financial Group
Ohio
$14K +$2.5K +141 +22%
BFC
375
Bedel Financial Consulting
Indiana
$14K +$13.3K +747 New
13 14
15
16 17