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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
476
AIMZ Investment Advisors
California
$252K – – –
TWM
477
TriaGen Wealth Management
California
$251K – – –
EA
478
Eudaimonia Advisors
Tennessee
$251K +$80.3K +3,579 +42%
FFWM
479
Future Financial Wealth Management
Ohio
$250K – – –
HWA
480
Hillcrest Wealth Advisors
New Jersey
$246K – – –
GWA
481
Geometric Wealth Advisors
District of Columbia
$246K +$1.48K +66 +0.6%
SPWM
482
Schrum Private Wealth Management
Florida
$241K -$47.3K -2,109 -15%
JFGIW
483
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K -$13.9K -621 -5%
AWM
484
Axxcess Wealth Management
California
$235K -$21.5K -960 -8%
KIA
485
KCM Investment Advisors
California
$234K +$404 +18 +0.2%
YIA
486
YHB Investment Advisors
Connecticut
$232K +$3.64K +162 +1%
SC
487
Shearwater Capital
Colorado
$231K -$2.42K -108 -11%
LNC
488
Lincoln National Corp
Pennsylvania
$230K -$331K -14,730 -57%
AIA
489
Allied Investment Advisors
Montana
$229K +$5.59K +249 +2%
MWAM
490
Manhattan West Asset Management
California
$228K -$114K -5,100 -32%
MS
491
Madden Securities
Texas
$228K -$26.7K -1,191 -10%
LC
492
Landaas & Company
Wisconsin
$226K – – –
RSWM
493
Robertson Stephens Wealth Management
California
$226K +$245K +10,896 New
AT
494
American Trust
Kentucky
$224K -$56.5K -2,517 -19%
BRWA
495
B. Riley Wealth Advisors
Florida
$223K +$239K +10,653 New
BF
496
BOK Financial
Oklahoma
$220K +$606 +27 +0.3%
GC
497
Gilbert & Cook
Iowa
$219K +$236K +10,518 New
TIA
498
Tiemann Investment Advisors
California
$217K – – –
RWM
499
Ritholtz Wealth Management
New York
$213K -$11.4K -510 -5%
CCM
500
Compass Capital Management
Minnesota
$213K +$230K +10,257 New
18 19
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