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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
476
Fonville Wealth Management
Virginia
$532K -$55.8K -2,078 -9%
WMG
477
WESCAP Management Group
California
$531K +$25.5K +951 +5%
VF
478
Vawter Financial
Ohio
$528K -$30.1K -1,122 -5%
SA
479
Seneschal Advisors
Washington
$527K – – –
GC
480
Gilbert & Cook
Iowa
$525K -$2.66K -99 -0.5%
RA
481
Resolute Advisors
California
$523K +$2.82K +105 +0.5%
SFG
482
Sovereign Financial Group
Connecticut
$520K -$178K -6,633 -25%
CFFP
483
Center for Financial Planning
Michigan
$519K – – –
WAM
484
WNY Asset Management
New York
$519K +$886 +33 +0.2%
BJL
485
Brighton Jones LLC
Washington
$516K -$243K -9,052 -32%
IWN
486
Independent Wealth Network
Iowa
$509K +$151K +5,614 +42%
DWT
487
Dorsey & Whitney Trust
South Dakota
$507K – – –
SSW
488
Stone Summit Wealth
Florida
$502K -$8.43K -314 -2%
MHS
489
M Holdings Securities
Oregon
$496K -$7.25K -270 -1%
WFA
490
WMG Financial Advisors
Tennessee
$495K -$4.7K -175 -0.9%
SMA
491
Sage Mountain Advisors
Georgia
$495K -$2.82K -105 -0.6%
JCIA
492
Jackson Creek Investment Advisors
Colorado
$492K -$27.6K -1,027 -5%
WSFS
493
Wilmington Savings Fund Society
Delaware
$484K – – –
RCM
494
Radnor Capital Management
Pennsylvania
$484K – – –
AAS
495
Ameritas Advisory Services
Nebraska
$480K -$20.8K -774 -4%
CPIG
496
Chicago Partners Investment Group
Illinois
$474K +$14.6K +544 +3%
WPC
497
Wedmont Private Capital
Pennsylvania
$471K +$62K +2,309 +14%
AIS
498
American Investment Services
Massachusetts
$460K +$1.29K +48 +0.3%
SBIA
499
Sheaff Brock Investment Advisors
Indiana
$459K -$60.4K -2,250 -12%
SWM
500
Spire Wealth Management
Virginia
$457K -$512K -19,064 -53%
18 19
20
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