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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
376
Brighton Jones LLC
Washington
$700K -$27K -1,233 -4%
VCP
377
Vista Capital Partners
Oregon
$698K -$40K -1,827 -6%
RDWM
378
Red Door Wealth Management
Tennessee
$697K +$1.77K +81 +0.3%
ACA
379
Atlas Capital Advisors
Wyoming
$682K -$13.5K -618 -2%
SOS
380
Silver Oak Securities
Tennessee
$681K +$114K +5,196 +22%
AA
381
Alesco Advisors
New York
$681K -$547K -25,020 -46%
UB
382
UMB Bank
Missouri
$678K +$57.4K +2,625 +10%
ZF
383
Zhang Financial
Michigan
$673K -$132K -6,045 -17%
VST
384
Van Strum & Towne
California
$670K +$120K +5,472 +24%
GT
385
Greenleaf Trust
Michigan
$669K – – –
LPAM
386
Lodestar Private Asset Management
California
$660K -$3.02K -138 -0.5%
SFG
387
Sovereign Financial Group
Connecticut
$654K -$74.3K -3,399 -11%
ASI
388
Advisory Services & Investments
Oregon
$643K – – –
NA
389
NewEdge Advisors
Louisiana
$643K +$345K +15,759 +134%
PP
390
Pegasus Partners
Wisconsin
$640K – – –
PA
391
Prism Advisors
California
$632K -$12.2K -558 -2%
WAM
392
WNY Asset Management
New York
$630K -$283K -12,933 -32%
LWM
393
Ledge Wealth Management
Minnesota
$626K +$4.13K +189 +0.7%
PGFC
394
Peapack-Gladstone Financial Corp
New Jersey
$617K -$19.1K -873 -3%
RFA
395
Resurgent Financial Advisors
Georgia
$615K -$235K -10,764 -29%
WDL
396
Well Done LLC
Michigan
$614K – – –
CIP
397
Capital Insight Partners
Arizona
$612K -$1.38K -63 -0.2%
MC
398
Montag & Caldwell
Georgia
$609K +$24.2K +1,107 +4%
GWM
399
Gray Wealth Management
Maine
$592K -$92K -4,209 -14%
CA
400
CoreCap Advisors
Michigan
$588K +$550K +25,170 New
14 15
16
17 18