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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
376
NWAM LLC
Washington
$1.07M -$256 -9 -0%
AFP
377
Ausdal Financial Partners
Iowa
$1.07M +$521K +18,341 +100%
FIA
378
Foundations Investment Advisors
Arizona
$1.06M +$515K +18,122 +99%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$1.06M +$426 +15 +0%
VST
380
Van Strum & Towne
California
$1.04M -$8.92K -314 -0.9%
TA
381
Tactive Advisors
Florida
$1.03M +$23.4K +825 +2%
CWM
382
Chesapeake Wealth Management
Virginia
$1.03M +$74.4K +2,620 +8%
DAS
383
Diversify Advisory Services
Utah
$1.02M -$540 -19 -0.1%
KA
384
Kovack Advisors
Florida
$1.02M +$1.08K +38 +0.1%
MOS
385
MGO One Seven
Ohio
$1.02M -$152K -5,361 -13%
PVI
386
Pine Valley Investments
New Jersey
$1.01M +$50.9K +1,792 +5%
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$5.57K +196 +0.6%
LA
388
LexAurum Advisors
Kansas
$1M -$329K -11,566 -25%
BDFN
389
Bond & Devick Financial Network
Minnesota
$999K – – –
BBHC
390
Brown Brothers Harriman & Co
New York
$996K +$946K +33,300 +3,700%
HCWM
391
Hidden Cove Wealth Management
Washington
$991K -$2.78K -98 -0.3%
BIM
392
Bridges Investment Management
Nebraska
$990K +$538K +18,952 +126%
QPWM
393
Quadrant Private Wealth Management
Pennsylvania
$988K +$6.02K +212 +0.6%
MSWMA
394
Market Street Wealth Management Advisors
Indiana
$988K -$3.04K -107 -0.3%
VP
395
Verum Partners
North Carolina
$971K -$27K -951 -3%
BL
396
BFSG LLC
California
$959K -$3.35K -118 -0.4%
SWA
397
Sax Wealth Advisors
New Jersey
$958K -$3.67K -129 -0.4%
PWM
398
Partners Wealth Management
California
$951K -$20.7K -730 -2%
CPIG
399
Chicago Partners Investment Group
Illinois
$951K +$132K +4,645 +17%
AWP
400
Atlas Wealth Partners
Pennsylvania
$948K +$173K +6,084 +23%
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