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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
476
Dorsey & Whitney Trust
South Dakota
$497K – – –
CFG
477
Certior Financial Group
Pennsylvania
$497K +$515K +19,059 New
WMG
478
WESCAP Management Group
California
$496K +$47.9K +1,774 +10%
MHS
479
M Holdings Securities
Oregon
$494K +$511K +18,936 New
AAS
480
Ameritas Advisory Services
Nebraska
$494K +$172K +6,358 +51%
WFA
481
WMG Financial Advisors
Tennessee
$490K -$12.9K -477 -2%
SMA
482
Sage Mountain Advisors
Georgia
$488K – – –
RCM
483
Radnor Capital Management
Pennsylvania
$475K -$492K -18,210 -50%
WSFS
484
Wilmington Savings Fund Society
Delaware
$475K – – –
JPLA
485
Joseph P. Lucia & Associates
New York
$470K +$540 +20 +0.1%
AFP
486
Ausdal Financial Partners
Iowa
$465K +$273K +10,110 +131%
ACA
487
Aptus Capital Advisors
Alabama
$464K +$126K +4,671 +36%
CPIG
488
Chicago Partners Investment Group
Illinois
$461K -$888K -32,903 -65%
CFD
489
Creative Financial Designs
Indiana
$460K -$1.75K -65 -0.4%
TW
490
TrinityPoint Wealth
Connecticut
$456K +$2.62K +97 +0.6%
AIS
491
American Investment Services
Massachusetts
$450K -$729 -27 -0.2%
SSWM
492
Smith Salley Wealth Management
North Carolina
$442K -$27 -1 -0%
SAG
493
SageView Advisory Group
California
$440K +$92.1K +3,412 +25%
WP
494
Wealthspan Partners
Iowa
$438K – – –
ZF
495
Zhang Financial
Michigan
$434K +$2.32K +86 +0.5%
AIM
496
Avity Investment Management
Connecticut
$434K +$12.8K +475 +3%
SFWC
497
Strategic Family Wealth Counselors
New Jersey
$433K +$161K +5,965 +56%
BW
498
Basepoint Wealth
Iowa
$432K -$197K -7,288 -31%
WPC
499
Wedmont Private Capital
Pennsylvania
$430K +$450K +16,679 New
RFA
500
Resurgent Financial Advisors
Georgia
$427K -$2.78K -103 -0.6%
18 19
20
21 22