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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
476
Schrum Private Wealth Management
Florida
$376K +$262 +12 +0.1%
BIM
477
Bridges Investment Management
Nebraska
$373K -$656 -30 -0.2%
RIM
478
Rockbridge Investment Management
New York
$367K +$918 +42 +0.3%
LNC
479
Lincoln National Corp
Pennsylvania
$365K +$87.6K +4,005 +35%
ML
480
Mayport LLC
Massachusetts
$360K +$337K +15,426 New
MA
481
MONECO Advisors
Connecticut
$360K +$61.1K +2,793 +22%
CGFA
482
Colton Groome Financial Advisors
North Carolina
$354K -$39.7K -1,815 -11%
SIA
483
Soltis Investment Advisors
Utah
$351K -$62.1K -2,838 -16%
IF
484
Intrua Financial
Texas
$349K +$1.64K +75 +0.5%
HI
485
Harbour Investments
Wisconsin
$343K -$486K -22,242 -60%
MLA
486
My Legacy Advisors
Oregon
$339K -$11.2K -510 -3%
AWM
487
Avior Wealth Management
Nebraska
$335K -$82.6K -3,777 -21%
IAA
488
Independent Advisor Alliance
North Carolina
$335K -$30.2K -1,380 -9%
CIC
489
Carnegie Investment Counsel
Ohio
$331K +$16.7K +765 +6%
PIMG
490
Patriot Investment Management Group
Tennessee
$329K – – –
WW
491
Waterfront Wealth
Kansas
$326K – – –
TLA
492
Tanglewood Legacy Advisors
Texas
$326K – – –
AWA
493
Acorn Wealth Advisors
Michigan
$323K +$2.1K +96 +0.7%
TVM
494
True Vision MN
Minnesota
$323K +$302K +13,809 New
PWMG
495
Prestige Wealth Management Group
New Jersey
$320K – – –
FIA
496
Foundations Investment Advisors
Arizona
$320K +$30.6K +1,401 +12%
AWM
497
Accurate Wealth Management
Florida
$316K -$3.08K -141 -1%
MCA
498
Millennium Capital Advisors
Arkansas
$316K -$12.8K -585 -4%
ABC
499
Associated Banc-Corp
Wisconsin
$314K – – –
WP
500
Westmount Partners
California
$313K +$2.17K +99 +0.7%
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20
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