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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
426
Smartleaf Asset Management
Massachusetts
$1.18M – – –
WC
427
Waterloo Capital
Texas
$1.17M +$1.11M +33,726 New
VP
428
Verum Partners
North Carolina
$1.15M +$2.11K +64 +0.2%
ATI
429
ARK & TLK Investments
Oklahoma
$1.13M – – –
HCWM
430
Hidden Cove Wealth Management
Washington
$1.13M +$560 +17 +0.1%
BL
431
BFSG LLC
California
$1.12M -$14.2K -430 -1%
PAS
432
Park Avenue Securities
New York
$1.12M +$210K +6,376 +25%
DADC
433
D.A. Davidson & Co
Montana
$1.11M +$9.42K +286 +0.9%
WA
434
WBH Advisory
Maryland
$1.11M -$22.5K -682 -2%
AFP
435
Ausdal Financial Partners
Iowa
$1.11M -$19.2K -583 -2%
S
436
SignatureFD
Georgia
$1.1M -$6.82K -207 -0.7%
PWM
437
Partners Wealth Management
California
$1.09M -$10.9K -330 -1%
NRI
438
NFP Retirement Inc
California
$1.09M -$122K -3,704 -11%
BFA
439
Beaumont Financial Advisors
Massachusetts
$1.09M +$33 +1 +0%
HWA
440
HHM Wealth Advisors
Tennessee
$1.09M +$18.9K +574 +2%
IWM
441
IHT Wealth Management
Illinois
$1.08M -$535K -16,228 -34%
PFGIA
442
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M -$969K -29,407 -49%
IP
443
Indivisible Partners
Florida
$1.07M +$6.16K +187 +0.6%
S
444
Sachetta
Massachusetts
$1.06M -$11.1K -336 -1%
KA
445
Kovack Advisors
Florida
$1.06M -$20.9K -635 -2%
NRC
446
New Republic Capital
North Carolina
$1.05M +$4.48K +136 +0.5%
CWA
447
CM Wealth Advisors
Ohio
$1.05M – – –
FFA
448
Fi3 Financial Advisors
Indiana
$1.04M +$585K +17,760 +136%
IP
449
Ignite Planners
California
$1.04M +$120K +3,650 +14%
PCWA
450
Pacific Capital Wealth Advisors
California
$1.03M – – –
16 17
18
19 20