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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
451
Rockbridge Investment Management
New York
$337K – – –
PWM
452
Prosperity Wealth Management
California
$325K -$11.4K -507 -3%
IF
453
Intrua Financial
Texas
$320K +$1.55K +69 +0.5%
MLA
454
My Legacy Advisors
Oregon
$318K -$5.53K -246 -2%
AAS
455
Ameritas Advisory Services
Nebraska
$316K +$330K +14,700 New
MCA
456
Millennium Capital Advisors
Arkansas
$303K +$3.64K +162 +1%
PIMG
457
Patriot Investment Management Group
Tennessee
$302K -$84.8K -3,774 -21%
TLA
458
Tanglewood Legacy Advisors
Texas
$300K – – –
AWM
459
Accurate Wealth Management
Florida
$296K +$22.3K +993 +8%
AWA
460
Acorn Wealth Advisors
Michigan
$295K +$337 +15 +0.1%
PWMG
461
Prestige Wealth Management Group
New Jersey
$295K -$46.9K -2,088 -13%
WW
462
Waterfront Wealth
Kansas
$290K – – –
ABC
463
Associated Banc-Corp
Wisconsin
$289K – – –
CIC
464
Carnegie Investment Counsel
Ohio
$288K +$1.28K +57 +0.4%
RWM
465
RBA Wealth Management
California
$287K +$3.23K +144 +1%
WP
466
Westmount Partners
California
$285K – – –
AIM
467
Acropolis Investment Management
Missouri
$285K – – –
IP
468
Ignite Planners
California
$278K -$157K -6,993 -35%
TWM
469
Triton Wealth Management
Arizona
$276K -$472 -21 -0.2%
GCM
470
G2 Capital Management
Ohio
$275K – – –
SWPG
471
Strategic Wealth Partners Group
Illinois
$275K -$4.04K -180 -1%
PWM
472
PRW Wealth Management
Massachusetts
$273K +$298K +13,248 New
JWM
473
Janiczek Wealth Management
Colorado
$272K +$67 +3 +0%
MA
474
MONECO Advisors
Connecticut
$271K -$59.2K -2,637 -17%
AAM
475
Austin Asset Management
Texas
$270K -$12.5K -555 -4%
17 18
19
20 21