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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
551
Kozak & Associates
Colorado
$55K – – –
EK
552
Evensky & Katz
Florida
$55K +$388 +18 +0.6%
VNA
553
Valley National Advisers
Pennsylvania
$55K +$16.2K +753 +39%
CPFP
554
Clear Perspectives Financial Planning
Ohio
$53K – – –
EWM
555
EPG Wealth Management
Georgia
$51K +$56.5K +2,625 New
NIC
556
Northwest Investment Counselors
Oregon
$48K – – –
CIAS
557
Capital Investment Advisory Services
North Carolina
$44K -$90.4K -4,197 -65%
PK
558
Pflug Koory
Nebraska
$44K +$16.1K +750 +49%
CT
559
Caldwell Trust
Florida
$43.6K – – –
BWA
560
BDO Wealth Advisors
Florida
$43K +$20K +930 +72%
CCP
561
Clarkston Capital Partners
Michigan
$41K – – –
TCM
562
TD Capital Management
Tennessee
$41K +$45.5K +2,115 New
AWM
563
Atticus Wealth Management
Florida
$40K – – –
BCMLT
564
Beacon Capital Management LLC (Tennessee)
Tennessee
$40K – – –
CG
565
Cutler Group
California
$40K +$45.2K +2,100 New
TAIM
566
TD Ameritrade Investment Management
Nebraska
$38K -$59.2K -2,748 -58%
AC
567
AlphaCore Capital
California
$38K – – –
BFPW
568
BOK Financial Private Wealth
Colorado
$38K – – –
MAWCM
569
Mine & Arao Wealth Creation & Management
California
$38K – – –
SSB
570
Sandy Spring Bank
Maryland
$35K – – –
CA
571
Clearstead Advisors
Ohio
$34K +$25.9K +1,203 +224%
VCM
572
Versant Capital Management
Arizona
$32K -$11.9K -555 -25%
QCG
573
Quadrant Capital Group
Ohio
$31K -$45.5K -2,115 -57%
KFI
574
Key Financial Inc
Pennsylvania
$31K +$24.1K +1,119 +249%
BCM
575
Blume Capital Management
California
$29K – – –
21 22
23
24 25