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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
426
Wealthspire Advisors (New York)
New York
$326K -$135K -5,706 -30%
JWM
427
Janiczek Wealth Management
Colorado
$326K +$17.5K +738 +6%
FA
428
Fountainhead AM
New Jersey
$324K -$2.91K -123 -0.9%
PL
429
Plancorp LLC
Missouri
$324K +$1.78K +75 +0.6%
PWM
430
PRW Wealth Management
Massachusetts
$323K – – –
CIC
431
Carnegie Investment Counsel
Ohio
$319K +$497 +21 +0.2%
SSW
432
Stone Summit Wealth
Florida
$314K +$306K +12,906 New
SPWM
433
Schrum Private Wealth Management
Florida
$311K +$303K +12,786 New
JFGIW
434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$309K -$38.5K -1,626 -11%
PCA
435
Personal Capital Advisors
California
$308K +$41K +1,731 +16%
IWC
436
Integrated Wealth Concepts
Massachusetts
$305K +$20K +846 +7%
CAM
437
Carret Asset Management
New York
$303K – – –
CFS
438
CRA Financial Services
New Jersey
$301K +$16.8K +708 +6%
BFPW
439
BOK Financial Private Wealth
Colorado
$299K – – –
MC
440
Montag & Caldwell
Georgia
$299K +$42.1K +1,779 +17%
AWM
441
Axxcess Wealth Management
California
$299K +$290K +12,240 New
GBWM
442
Granite Bay Wealth Management
New Hampshire
$297K +$288K +12,162 New
AIA
443
AIMZ Investment Advisors
California
$295K – – –
TWM
444
TriaGen Wealth Management
California
$289K – – –
OIA
445
Optimum Investment Advisors
Illinois
$289K +$568 +24 +0.2%
MWM
446
Meridian Wealth Management
Kentucky
$287K +$34.3K +1,449 +14%
MFG
447
Magnus Financial Group
New York
$286K -$137K -5,763 -33%
USCWA
448
U.S. Capital Wealth Advisors
Texas
$283K +$275K +11,589 New
IWA
449
Intercontinental Wealth Advisors
Texas
$282K +$10.3K +435 +4%
AWA
450
Acorn Wealth Advisors
Michigan
$281K +$924 +39 +0.3%
16 17
18
19 20