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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
501
Towercrest Capital Management
Pennsylvania
$738K -$841 -27 -0.1%
LF
502
Lantz Financial
Illinois
$731K +$11.2K +361 +2%
SIA
503
SGL Investment Advisors
Montana
$724K +$187K +5,990 +37%
PIA
504
Pinion Investment Advisors
Kansas
$723K +$524K +16,816 +245%
AT
505
Adelphi Trust
Florida
$721K -$312 -10 -0%
MCM
506
MidAtlantic Capital Management
Virginia
$718K -$16.9K -542 -2%
TYCC
507
Texas Yale Capital Corp
Florida
$718K +$1.18K +38 +0.2%
FAT
508
First American Trust
California
$714K – – –
RPGNY
509
Retirement Planning Group (New York)
New York
$710K +$68.7K +2,205 +10%
SWM
510
Sculati Wealth Management
Michigan
$704K – – –
WWM
511
Western Wealth Management
Colorado
$700K +$715K +22,946 New
EA
512
Evergreen Advisors
Tennessee
$698K +$713K +22,894 New
GG
513
Greenwood Gearhart
Arkansas
$694K +$15.5K +498 +2%
WF
514
Womack Financial
Texas
$690K +$10.8K +347 +2%
AA
515
Aire Advisors
California
$690K -$32.5K -1,044 -4%
JIC
516
Johnson Investment Counsel
Ohio
$674K -$236K -7,566 -26%
BIG
517
Brooklyn Investment Group
New York
$673K +$440K +14,133 +178%
CTC
518
Central Trust Company
Missouri
$673K – – –
MIA
519
Milestone Investment Advisors
Wisconsin
$668K – – –
BTI
520
Blue Trust Inc
Georgia
$659K +$161K +5,165 +31%
YIH
521
Y-Intercept (HK)
Hong Kong
$659K -$1.69M -54,125 -71%
MGWM
522
Marks Group Wealth Management
Minnesota
$658K – – –
KA
523
KLCM Advisors
Wisconsin
$657K +$158K +5,080 +31%
SCA
524
Stonebridge Capital Advisors
Minnesota
$656K -$76K -2,440 -10%
SWASL
525
Spartan Wealth Advisory Services LLC
Michigan
$654K +$668K +21,443 New
19 20
21
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