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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
451
Imprint Wealth
South Carolina
$373K +$380K +17,112 New
SSW
452
Stone Summit Wealth
Florida
$372K -$467 -21 -0.1%
MLA
453
My Legacy Advisors
Oregon
$371K -$6.93K -312 -2%
AF
454
Allworth Financial
California
$370K -$12.3K -552 -3%
CFFP
455
Center for Financial Planning
Michigan
$370K – – –
AFP
456
Ausdal Financial Partners
Iowa
$367K -$254K -11,418 -41%
AAS
457
Annex Advisory Services
Wisconsin
$365K – – –
WC
458
Waterloo Capital
Texas
$365K +$371K +16,680 New
PGAM
459
Princeton Global Asset Management
New Jersey
$360K – – –
LF
460
LifeSteps Financial
California
$359K -$10.6K -477 -3%
GA
461
Goldstein Advisors
Wisconsin
$354K – – –
APW
462
Aurora Private Wealth
New Jersey
$353K +$333 +15 +0.1%
BIM
463
Bridges Investment Management
Nebraska
$351K -$10K -450 -3%
SPWM
464
Schrum Private Wealth Management
Florida
$351K +$133 +6 +0%
PWMG
465
Prestige Wealth Management Group
New Jersey
$345K – – –
WWM
466
Western Wealth Management
Colorado
$344K +$3.2K +144 +0.9%
RIM
467
Rockbridge Investment Management
New York
$343K – – –
DFA
468
DHJJ Financial Advisors
Illinois
$342K -$35.2K -1,584 -9%
MA
469
MONECO Advisors
Connecticut
$332K -$14.1K -636 -4%
GCM
470
G2 Capital Management
Ohio
$331K – – –
EA
471
Eudaimonia Advisors
Tennessee
$331K +$62.5K +2,814 +23%
IF
472
Intrua Financial
Texas
$331K +$15.2K +684 +5%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$331K +$99.5K +4,479 +42%
MSS
474
Mitchell Sinkler & Starr
Pennsylvania
$329K +$334K +15,045 New
SIA
475
Soltis Investment Advisors
Utah
$328K – – –
17 18
19
20 21