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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
526
Ring Mountain Capital
California
$743K +$1.81K +55 +0.3%
PIN
527
Prudent Investors Network
California
$741K +$190K +5,761 +37%
RWM
528
Rockwood Wealth Management
Pennsylvania
$741K – – –
VWA
529
VSM Wealth Advisory
Maryland
$732K +$23.7K +719 +4%
AAP
530
Arax Advisory Partners
Colorado
$731K +$537K +16,307 +347%
AA
531
Alesco Advisors
New York
$729K -$3.49K -106 -0.5%
GVAG
532
Great Valley Advisor Group
Delaware
$721K -$2.04K -62 -0.3%
CIR
533
Clear Investment Research
Georgia
$710K – – –
UFA
534
Uptown Financial Advisors
Texas
$708K – – –
BJL
535
Brighton Jones LLC
Washington
$703K +$6.33K +192 +1%
RA
536
Resolute Advisors
California
$703K +$3.03K +92 +0.5%
FTUS
537
Flow Traders U.S.
New York
$698K +$661K +20,059 New
HWA
538
HMV Wealth Advisors
Louisiana
$696K – – –
JF
539
Joule Financial
Kentucky
$694K -$2.9K -88 -0.4%
CFFP
540
Center for Financial Planning
Michigan
$692K – – –
PAA
541
Peregrine Asset Advisers
Oregon
$692K +$654K +19,865 New
ACA
542
Atlas Capital Advisors
Wyoming
$688K – – –
IFPL
543
Investments & Financial Planning LLC
Kentucky
$687K +$17.5K +532 +3%
SPA
544
Sentinel Pension Advisors
Massachusetts
$685K +$6.06K +184 +0.9%
GC
545
Gilbert & Cook
Iowa
$685K – – –
OWP
546
Obermeyer Wealth Partners
Colorado
$674K +$66 +2 +0%
WAM
547
WNY Asset Management
New York
$673K +$593 +18 +0.1%
CG
548
Caprock Group
Idaho
$673K – – –
DWT
549
Dorsey & Whitney Trust
South Dakota
$664K – – –
PAG
550
Private Advisor Group
New Jersey
$663K -$843K -25,606 -57%
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