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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
451
Bridges Investment Management
Nebraska
$359K – – –
SPWM
452
Schrum Private Wealth Management
Florida
$359K +$66 +3 +0%
PWMG
453
Prestige Wealth Management Group
New Jersey
$353K – – –
IAA
454
Independent Advisor Alliance
North Carolina
$351K +$89.9K +4,116 +35%
DFA
455
DHJJ Financial Advisors
Illinois
$351K +$393 +18 +0.1%
RIM
456
Rockbridge Investment Management
New York
$350K – – –
PWM
457
Prosperity Wealth Management
California
$349K -$422K -19,311 -55%
MLA
458
My Legacy Advisors
Oregon
$347K -$35K -1,605 -9%
WWM
459
Western Wealth Management
Colorado
$346K -$6.35K -291 -2%
ETIA
460
Epic Trust Investment Advisors
Washington
$342K -$718K -32,898 -68%
MA
461
MONECO Advisors
Connecticut
$341K +$983 +45 +0.3%
SIA
462
Soltis Investment Advisors
Utah
$338K +$2.42K +111 +0.7%
MSS
463
Mitchell Sinkler & Starr
Pennsylvania
$336K – – –
MFG
464
Magnus Financial Group
New York
$336K +$108K +4,965 +49%
TW
465
TrinityPoint Wealth
Connecticut
$335K +$66 +3 +0%
IF
466
Intrua Financial
Texas
$331K -$12.1K -552 -4%
VF
467
Vawter Financial
Ohio
$328K +$321K +14,679 New
SOS
468
Silver Oak Securities
Tennessee
$324K +$33.6K +1,539 +12%
WW
469
Waterfront Wealth
Kansas
$322K – – –
AT
470
American Trust
Kentucky
$316K -$32.7K -1,497 -9%
IWA
471
Intercontinental Wealth Advisors
Texas
$314K +$131 +6 +0%
RFN
472
RDA Financial Network
Iowa
$313K -$18.2K -834 -6%
TLA
473
Tanglewood Legacy Advisors
Texas
$312K – – –
MCA
474
Millennium Capital Advisors
Arkansas
$312K -$6.29K -288 -2%
CA
475
CGN Advisors
Kansas
$311K -$5.5K -252 -2%
17 18
19
20 21