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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWPG
401
Strategic Wealth Partners Group
Illinois
$421K -$696K -29,385 -62%
LWAC
402
Laurel Wealth Advisors (California)
California
$420K +$1.42K +60 +0.3%
GG
403
Greenwood Gearhart
Arkansas
$418K -$24.5K -1,035 -6%
OCPWS
404
One Charles Private Wealth Services
Massachusetts
$414K – – –
DW
405
Domani Wealth
Pennsylvania
$413K +$284 +12 +0.1%
IWC
406
Integrated Wealth Concepts
Massachusetts
$408K +$110K +4,641 +37%
AAS
407
Annex Advisory Services
Wisconsin
$407K +$178K +7,500 +78%
AA
408
Argent Advisors
Louisiana
$405K +$403K +17,025 New
ECM
409
Elgethun Capital Management
South Dakota
$403K +$43.8K +1,848 +12%
PGAM
410
Princeton Global Asset Management
New Jersey
$402K – – –
JCM
411
Jacobsen Capital Management
Utah
$402K +$2.63K +111 +0.7%
CFFP
412
Center for Financial Planning
Michigan
$402K +$400K +16,908 New
MCA
413
Millennium Capital Advisors
Arkansas
$401K +$213 +9 +0.1%
BIM
414
Bridges Investment Management
Nebraska
$399K -$2.49K -105 -0.6%
MCM
415
Manchester Capital Management
Vermont
$393K -$245K -10,350 -38%
MFG
416
Magnus Financial Group
New York
$393K +$114K +4,809 +41%
FCM
417
Firestone Capital Management
Florida
$392K +$1.56K +66 +0.4%
GG
418
Gofen & Glossberg
Illinois
$389K +$71 +3 +0%
RWM
419
RBA Wealth Management
California
$389K +$1.21K +51 +0.3%
EHC
420
Everett Harris & Co
California
$387K – – –
SIA
421
Soltis Investment Advisors
Utah
$384K +$382K +16,119 New
MWAM
422
Manhattan West Asset Management
California
$382K -$155K -6,555 -29%
PWMG
423
Prestige Wealth Management Group
New Jersey
$376K -$18K -762 -5%
PWA
424
Physician Wealth Advisors
Utah
$375K – – –
BCWM
425
Bartlett & Co Wealth Management
Ohio
$373K +$213 +9 +0.1%
15 16
17
18 19