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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
451
Prestige Wealth Management Group
New Jersey
$308K -$65 -3 -0%
BC
452
Bartlett & Co
Ohio
$307K +$194 +9 +0.1%
BCWM
453
Bartlett & Co Wealth Management
Ohio
$307K +$194 +9 +0.1%
RIM
454
Rockbridge Investment Management
New York
$305K -$1.16K -54 -0.3%
TC
455
Tenret Company
Florida
$305K -$1.1K -51 -0.3%
AA
456
Argent Advisors
Louisiana
$302K +$334K +15,498 New
CF
457
Centaurus Financial
California
$300K +$331K +15,381 New
DIS
458
Diversified Investment Strategies
Louisiana
$299K -$78.8K -3,660 -19%
CDIA
459
Capital Directions Investment Advisors
Georgia
$298K -$329K -15,264 Closed
RWM
460
RBA Wealth Management
California
$297K +$4.84K +225 +2%
GCM
461
G2 Capital Management
Ohio
$296K – – –
IF
462
Intrua Financial
Texas
$294K +$3.49K +162 +1%
SIA
463
Soltis Investment Advisors
Utah
$293K – – –
USCWA
464
U.S. Capital Wealth Advisors
Texas
$289K -$21.6K -1,005 -6%
TW
465
TrinityPoint Wealth
Connecticut
$289K +$65 +3 +0%
SJIC
466
St. James Investment Company
Texas
$288K +$318K +14,760 New
RGF
467
Retirement Guys Formula
Ohio
$287K +$29.8K +1,383 +10%
MCA
468
Millennium Capital Advisors
Arkansas
$280K -$32K -1,488 -9%
WAM
469
WealthTrust Asset Management
Florida
$277K -$1.61K -75 -0.5%
IWA
470
Intercontinental Wealth Advisors
Texas
$274K +$129 +6 +0%
AF
471
Allworth Financial
California
$268K +$8.4K +390 +3%
EH
472
Equitable Holdings
New York
$266K -$50.6K -2,352 -15%
IAA
473
Independent Advisor Alliance
North Carolina
$266K +$293K +13,617 New
JWM
474
Janiczek Wealth Management
Colorado
$264K – – –
GBWM
475
Granite Bay Wealth Management
New Hampshire
$263K +$3.81K +177 +1%
17 18
19
20 21