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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
376
Acorn Financial Advisory Services
Virginia
$655K -$18.9K -873 -3%
S
377
SignatureFD
Georgia
$632K -$5.46K -252 -0.9%
PGFC
378
Peapack-Gladstone Financial Corp
New Jersey
$631K – – –
CA
379
Claro Advisors
Massachusetts
$631K +$620K +28,656 New
GT
380
Greenleaf Trust
Michigan
$630K – – –
DADC
381
D.A. Davidson & Co
Montana
$621K -$40.9K -1,887 -6%
AFP
382
Ausdal Financial Partners
Iowa
$620K -$495K -22,848 -45%
KA
383
Kovack Advisors
Florida
$605K +$714 +33 +0.1%
BJL
384
Brighton Jones LLC
Washington
$596K -$64.2K -2,964 -10%
SAS
385
SMI Advisory Services
Indiana
$595K – – –
MC
386
Montag & Caldwell
Georgia
$587K -$424K -19,599 -42%
RWP
387
Revolve Wealth Partners
New Jersey
$583K -$35.7K -1,650 -6%
UB
388
UMB Bank
Missouri
$581K – – –
IF
389
Ironwood Financial
Arizona
$579K -$77.9K -3,600 -12%
WDL
390
Well Done LLC
Michigan
$578K – – –
IAS
391
IMA Advisory Services
Colorado
$574K -$54K -2,493 -9%
MCM
392
Mengis Capital Management
Oregon
$574K -$90.6K -4,185 -14%
SSWM
393
Smith Salley Wealth Management
North Carolina
$571K – – –
TFA
394
Teamwork Financial Advisors
Texas
$564K -$18.3K -843 -3%
SBIA
395
Sheaff Brock Investment Advisors
Indiana
$562K -$18.2K -840 -3%
TIM
396
Thompson Investment Management
Wisconsin
$562K -$29.6K -1,368 -5%
HWA
397
HHM Wealth Advisors
Tennessee
$560K -$12.2K -564 -2%
WF
398
Wayfinding Financial
Washington
$555K +$162K +7,464 +45%
SFWC
399
Strategic Family Wealth Counselors
New Jersey
$552K +$64.4K +2,976 +13%
KLI
400
Kelman-Lazarov Inc
Tennessee
$549K -$25.9K -1,197 -5%
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16
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