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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
526
UMB Bank
Missouri
$114K +$111K +4,671 New
CTC
527
Central Trust Company
Missouri
$114K +$111K +4,686 New
AA
528
AlphaMark Advisors
Kentucky
$113K -$35.5K -1,500 -24%
RWM
529
Raffa Wealth Management
District of Columbia
$113K – – –
FHA
530
First Horizon Advisors
Tennessee
$112K -$31.6K -1,332 -22%
HDIM
531
Hanson & Doremus Investment Management
Vermont
$102K – – –
SA
532
SRH Advisors
Kansas
$101K – – –
ICM
533
Islay Capital Management
Texas
$97K – – –
IRC
534
Investors Research Corp
Georgia
$93K – – –
CSWM
535
Cassady Schiller Wealth Management
Ohio
$93K +$89.9K +3,795 New
LFA
536
Level Financial Advisors
New York
$92K +$89.2K +3,765 New
CWM
537
Curi Wealth Management
North Carolina
$92K +$89.7K +3,786 New
QCG
538
Quadrant Capital Group
Ohio
$90K +$1.49K +63 +2%
CFB
539
Cullen/Frost Bankers
Texas
$84K +$355 +15 +0.4%
S
540
SignatureFD
Georgia
$84K +$853 +36 +1%
HI
541
Hudock Inc
Pennsylvania
$83K +$426 +18 +0.5%
AIA
542
Arcadia Investment Advisors
Idaho
$81.3K – – –
FFG
543
Ford Financial Group
California
$79K +$76.7K +3,240 New
HR
544
Howe & Rusling
New York
$77K +$497 +21 +0.7%
RDIA
545
RE Dickinson Investment Advisors
Iowa
$77K +$75K +3,165 New
MHR
546
Matthew Hamilton Rosenberg
$73K – – –
PMFA
547
Plante Moran Financial Advisors
Michigan
$69K – – –
TCWA
548
Ten Capital Wealth Advisors
Washington
$68K -$94.7K -3,996 -59%
EK
549
Evensky & Katz
Florida
$68K +$355 +15 +0.5%
AA
550
Ancora Advisors
Ohio
$65K – – –
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