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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
426
Montag & Caldwell
Georgia
$235K – – –
TIA
427
Tiemann Investment Advisors
California
$234K – – –
MWM
428
Meridian Wealth Management
Kentucky
$232K +$5.48K +237 +2%
JAG
429
Journey Advisory Group
Kentucky
$230K +$17.5K +756 +8%
EA
430
Elm Advisors
California
$226K – – –
WI
431
Wedgewood Investors
Pennsylvania
$226K – – –
PFM
432
Parsec Financial Management
North Carolina
$224K – – –
FFA
433
First Foundation Advisors
California
$224K +$230K +9,942 New
PA
434
PFG Advisors
Arizona
$224K +$231K +9,966 New
SHA
435
Seneca House Advisors
Virginia
$221K -$312K -13,485 -58%
CA
436
Cambridge Advisors
Nebraska
$220K -$11.6K -501 -5%
CAL
437
Capital Analysts LLC
Pennsylvania
$219K – – –
AAS
438
Annex Advisory Services
Wisconsin
$216K – – –
FWI
439
Facet Wealth Inc
Maryland
$215K +$221K +9,564 New
SB
440
Strategic Blueprint
Georgia
$213K -$182K -7,884 -45%
AIA
441
Allied Investment Advisors
Montana
$211K +$1.04K +45 +0.5%
SC
442
Schoolcraft Capital
Colorado
$210K -$1.46K -63 -0.7%
JWA
443
JFS Wealth Advisors
Pennsylvania
$205K +$8.61K +372 +4%
TCWM
444
Total Clarity Wealth Management
Illinois
$204K -$44.3K -1,914 -17%
OC
445
Oarsman Capital
Wisconsin
$203K -$25.7K -1,110 -11%
BS
446
Boenning & Scattergood
Pennsylvania
$201K +$208K +8,976 New
MAFM
447
Mid Atlantic Financial Management
Pennsylvania
$200K -$18.9K -816 -8%
GWM
448
Geneos Wealth Management
Colorado
$179K +$182K +7,869 New
AIM
449
Anchor Investment Management
South Carolina
$176K +$21.9K +948 +14%
FRA
450
Front Row Advisors
California
$167K – – –
16 17
18
19 20