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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
526
Armor Investment Advisors
North Carolina
$105K +$70.5K +3,273 +154%
PFBT
527
Parkside Financial Bank & Trust
Missouri
$101K -$6.46K -300 -5%
PFM
528
Phillips Financial Management
Indiana
$98K +$108K +5,007 New
FCA
529
FinTrust Capital Advisors
South Carolina
$93K +$258 +12 +0.3%
AA
530
Ancora Advisors
Ohio
$93K +$40.9K +1,902 +66%
RWM
531
Raffa Wealth Management
District of Columbia
$90.1K -$64.6K -3,000 -39%
ACA
532
Aptus Capital Advisors
Alabama
$90K – – –
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$88K +$12.9K +597 +15%
PB
534
Pinnacle Bancorp
Nebraska
$86K – – –
LFG
535
Larson Financial Group
Missouri
$84K -$49.2K -2,286 -35%
HDIM
536
Hanson & Doremus Investment Management
Vermont
$81K – – –
SA
537
SRH Advisors
Kansas
$81K – – –
OPW
538
Oxler Private Wealth
New York
$76.9K +$51.7K +2,400 New
IRC
539
Investors Research Corp
Georgia
$75K – – –
EA
540
Evolution Advisers
Virginia
$72K +$79.5K +3,693 New
TFS
541
TrustCore Financial Services
Tennessee
$69K -$20K -927 -21%
HI
542
Hudock Inc
Pennsylvania
$68K +$452 +21 +0.6%
RF
543
Robbins Farley
New Hampshire
$66K -$14.3K -666 -16%
OSAM
544
O'Shaughnessy Asset Management
Connecticut
$66K +$34.6K +1,605 +90%
FSWA
545
Financial Synergies Wealth Advisors
Texas
$63.3K +$452 +21 +0.7%
GWANC
546
Guardian Wealth Advisors (North Carolina)
North Carolina
$63K – – –
HR
547
Howe & Rusling
New York
$63K +$452 +21 +0.7%
CCM
548
Covington Capital Management
California
$60K -$32.8K -1,524 -33%
MHR
549
Matthew Hamilton Rosenberg
$59K – – –
CFB
550
Cullen/Frost Bankers
Texas
$56K +$323 +15 +0.5%
20 21
22
23 24