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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
426
NFP Retirement Inc
California
$1.07M -$124K -3,975 -10%
CWM
427
Chesapeake Wealth Management
Virginia
$1.07M +$37.9K +1,215 +4%
LA
428
LexAurum Advisors
Kansas
$1.05M +$1.07M +34,373 New
BBHC
429
Brown Brothers Harriman & Co
New York
$1.04M – – –
BDFN
430
Bond & Devick Financial Network
Minnesota
$1.04M – – –
SAM
431
Smartleaf Asset Management
Massachusetts
$1.01M +$14.3K +459 +1%
VP
432
Verum Partners
North Carolina
$1M -$8.35K -268 -0.8%
WA
433
WBH Advisory
Maryland
$999K -$12K -386 -1%
BL
434
BFSG LLC
California
$998K +$1.56K +50 +0.2%
ATI
435
ARK & TLK Investments
Oklahoma
$993K – – –
AFP
436
Ausdal Financial Partners
Iowa
$988K -$20.5K -658 -2%
HCWM
437
Hidden Cove Wealth Management
Washington
$987K -$26.3K -844 -3%
KHC
438
Koesten Hirschmann & Crabtree
Kansas
$983K -$12.9K -413 -1%
LPAM
439
Lodestar Private Asset Management
California
$983K +$7.95K +255 +0.8%
S
440
SignatureFD
Georgia
$969K -$10K -321 -1%
PWM
441
Partners Wealth Management
California
$968K -$4.39K -141 -0.4%
DADC
442
D.A. Davidson & Co
Montana
$965K +$57K +1,831 +6%
KA
443
Kovack Advisors
Florida
$959K -$27.4K -880 -3%
RDWM
444
Red Door Wealth Management
Tennessee
$958K +$1.65K +53 +0.2%
BFA
445
Beaumont Financial Advisors
Massachusetts
$955K – – –
S
446
Sachetta
Massachusetts
$940K +$2.46K +79 +0.3%
HWA
447
HHM Wealth Advisors
Tennessee
$936K +$49.3K +1,581 +5%
AWP
448
Atlas Wealth Partners
Pennsylvania
$933K -$58K -1,863 -6%
IP
449
Indivisible Partners
Florida
$931K -$27.2K -872 -3%
FFG
450
Fortune Financial Group
Florida
$928K +$474K +15,221 +100%
16 17
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