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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
476
Greenwood Gearhart
Arkansas
$636K +$4.97K +175 +0.8%
UFA
477
Uptown Financial Advisors
Texas
$636K – – –
MIA
478
Milestone Investment Advisors
Wisconsin
$634K – – –
AA
479
Alesco Advisors
New York
$628K -$511 -18 -0.1%
MGWM
480
Marks Group Wealth Management
Minnesota
$628K – – –
HWA
481
HMV Wealth Advisors
Louisiana
$627K -$33.5K -1,180 -5%
GVAG
482
Great Valley Advisor Group
Delaware
$626K +$611K +21,493 New
SWM
483
Stark Wealth Management
Pennsylvania
$617K -$315K -11,104 -34%
MC
484
McCarthy & Cox
Ohio
$604K +$25.9K +912 +5%
CIR
485
Clear Investment Research
Georgia
$594K – – –
BBW
486
Blue Barn Wealth
Utah
$584K +$2.56K +90 +0.5%
RWP
487
Revolve Wealth Partners
New Jersey
$580K -$23.9K -840 -4%
FWM
488
Fonville Wealth Management
Virginia
$579K -$10.1K -355 -2%
RA
489
Resolute Advisors
California
$579K +$2.87K +101 +0.5%
GC
490
Gilbert & Cook
Iowa
$575K – – –
IWN
491
Independent Wealth Network
Iowa
$573K +$7.79K +274 +1%
P
492
&Partners
Tennessee
$571K +$140K +4,912 +33%
CFFP
493
Center for Financial Planning
Michigan
$569K – – –
VF
494
Vawter Financial
Ohio
$566K +$553K +19,451 New
OWP
495
Obermeyer Wealth Partners
Colorado
$563K +$28 +1 +0%
BWA
496
Beam Wealth Advisors
Louisiana
$560K -$34.5K -1,216 -6%
SA
497
Seneschal Advisors
Washington
$558K – – –
SW
498
SkyOak Wealth
Michigan
$556K -$76.5K -2,694 -12%
DWT
499
Dorsey & Whitney Trust
South Dakota
$555K – – –
ACI
500
Alpha Cubed Investments
California
$545K -$157K -5,537 -23%
18 19
20
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