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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
476
MGO One Seven
Ohio
$703K -$325K -11,134 -32%
BFA
477
Blueprint Financial Advisors
North Carolina
$703K – – –
AA
478
Aire Advisors
California
$701K -$21.6K -740 -3%
AT
479
Adelphi Trust
Florida
$701K +$692K +23,664 New
LF
480
Lantz Financial
Illinois
$699K – – –
TYCC
481
Texas Yale Capital Corp
Florida
$696K +$1.29K +44 +0.2%
FAT
482
First American Trust
California
$693K +$684K +23,400 New
WMG
483
WESCAP Management Group
California
$688K +$2.6K +89 +0.4%
CIP
484
Capital Insight Partners
Arizona
$688K -$36.7K -1,255 -5%
SWM
485
Sculati Wealth Management
Michigan
$684K -$5.14K -176 -0.8%
PL
486
Plancorp LLC
Missouri
$682K -$2.54K -87 -0.4%
LWM
487
LongView Wealth Management
Georgia
$674K +$1.81K +62 +0.3%
IWN
488
Independent Wealth Network
Iowa
$667K +$82.5K +2,821 +14%
RMC
489
Ring Mountain Capital
California
$663K -$28.9K -988 -4%
WF
490
Womack Financial
Texas
$660K -$57.5K -1,968 -8%
GG
491
Greenwood Gearhart
Arkansas
$659K +$11.8K +405 +2%
SPIA
492
Steward Partners Investment Advisory
New York
$658K -$179K -6,125 -22%
CTC
493
Central Trust Company
Missouri
$653K – – –
MIA
494
Milestone Investment Advisors
Wisconsin
$649K +$3.48K +119 +0.5%
MGWM
495
Marks Group Wealth Management
Minnesota
$638K – – –
HWA
496
HMV Wealth Advisors
Louisiana
$638K – – –
GVAG
497
Great Valley Advisor Group
Delaware
$637K +$351 +12 +0.1%
SWM
498
Stark Wealth Management
Pennsylvania
$636K +$7.57K +259 +1%
GWSA
499
Global Wealth Strategies & Associates
Colorado
$631K +$106K +3,621 +20%
EWS
500
Evergreen Wealth Solutions
Pennsylvania
$627K +$619K +21,184 New
18 19
20
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