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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Edge Wealth Management
New York
$19K -$24.9K -1,359 -52%
MSFP
402
Mark Sheptoff Financial Planning
Connecticut
$19K -$14.1K -771 -38%
BWA
403
BDO Wealth Advisors
Florida
$19K +$23.8K +1,299 New
MDCM
404
Morgan Dempsey Capital Management
Wisconsin
$18K – – –
EI
405
Ellevest Inc
New York
$18K +$21.9K +1,194 New
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$22.7K +1,239 New
WQ
407
Wealth Quarterback
New Jersey
$17K -$3.1M -169,338 -99%
CIAS
408
CBIZ Investment Advisory Services
Ohio
$17K – – –
LDFR
409
Lehman & Derafelo Financial Resources
Pennsylvania
$17K – – –
AIC
410
Ameritas Investment Company
Nebraska
$17K +$22.4K +1,221 New
HF
411
Halpern Financial
Virginia
$16.6K -$148K -8,082 -88%
IF
412
Ironwood Financial
Arizona
$16K -$28K -1,530 -58%
ACA
413
Aptus Capital Advisors
Alabama
$15K -$1.32K -72 -6%
PK
414
Pflug Koory
Nebraska
$15K +$19.2K +1,050 New
CIA
415
Cascade Investment Advisors
Oregon
$14.4K -$3.02K -165 -14%
FA
416
Faithward Advisors
Pennsylvania
$13K – – –
RCA
417
Rowland Carmichael Advisors
Arizona
$13K – – –
LFG
418
LifePlan Financial Group
Ohio
$13K +$165 +9 +1%
NC
419
NewSquare Capital
Pennsylvania
$13K +$15.9K +870 +3,222%
KPW
420
Kore Private Wealth
New York
$12K -$31.3K -1,710 -67%
AA
421
Ancora Advisors
Ohio
$11K – – –
BFC
422
Bedel Financial Consulting
Indiana
$11K +$110 +6 +0.8%
PA
423
Procyon Advisors
Connecticut
$11K +$770 +42 +6%
FEG
424
Financial Enhancement Group
Indiana
$11K +$13.3K +723 New
MWC
425
MBM Wealth Consultants
Missouri
$10K – – –
15 16
17
18 19