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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
351
Cedar Brook Financial Partners
Ohio
$829K +$3.45K +144 +0.4%
JCIA
352
Jackson Creek Investment Advisors
Colorado
$827K -$3.38K -141 -0.4%
HI
353
Hoey Investments
Pennsylvania
$814K -$6.54K -273 -0.8%
MIA
354
Milestone Investment Advisors
Wisconsin
$795K -$109K -4,560 -13%
SG
355
StoneX Group
New York
$792K -$3.81K -159 -0.5%
BWP
356
Bernardo Wealth Planning
Pennsylvania
$784K +$6.19K +258 +0.8%
MPM
357
Meritage Portfolio Management
Kansas
$780K -$318K -13,284 -30%
AA
358
Aire Advisors
California
$777K +$2.95K +123 +0.4%
S
359
Sachetta
Massachusetts
$775K – – –
BFS
360
Burkett Financial Services
South Carolina
$773K +$1.65K +69 +0.2%
RDWM
361
Red Door Wealth Management
Tennessee
$773K +$17.3K +720 +2%
SWM
362
Schwallier Wealth Management
Michigan
$773K -$7.19K -300 -1%
VST
363
Van Strum & Towne
California
$768K +$39.6K +1,650 +6%
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$768K -$72.6K -3,027 -9%
SOS
365
Silver Oak Securities
Tennessee
$765K +$25.6K +1,068 +4%
CFG
366
Clayton Financial Group
Missouri
$762K +$722K +30,105 New
DADC
367
D.A. Davidson & Co
Montana
$762K – – –
NL
368
NWAM LLC
Washington
$759K -$265K -11,040 -27%
DAS
369
Diversify Advisory Services
Utah
$756K +$719K +30,009 New
IF
370
Ironwood Financial
Arizona
$749K -$50.1K -2,091 -7%
CWA
371
CM Wealth Advisors
Ohio
$741K – – –
KFA
372
Kelleher Financial Advisors
New York
$740K +$101K +4,200 +17%
ACA
373
Atlas Capital Advisors
Wyoming
$739K – – –
GWM
374
GSB Wealth Management
Connecticut
$736K -$208K -8,685 -23%
CAP
375
Columbia Advisory Partners
Washington
$735K +$419K +17,460 +151%
13 14
15
16 17