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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
551
FinTrust Capital Advisors
South Carolina
$76.3K -$14.6K -648 -15%
FSWA
552
Financial Synergies Wealth Advisors
Texas
$71.1K – – –
ACA
553
Aptus Capital Advisors
Alabama
$69.4K – – –
GWANC
554
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.4K – – –
HBW
555
Hazlett, Burt & Watson
West Virginia
$69K – – –
SMA
556
Sage Mountain Advisors
Georgia
$66.7K – – –
MHR
557
Matthew Hamilton Rosenberg
$64.5K – – –
HF
558
Halpern Financial
Virginia
$60K +$44.3K +1,974 +241%
AA
559
Ancora Advisors
Ohio
$59.5K -$2.49K -111 -4%
KA
560
Kozak & Associates
Colorado
$58.2K – – –
EWM
561
EPG Wealth Management
Georgia
$57.7K +$337 +15 +0.6%
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55.1K -$41.4K -1,845 -42%
NIC
563
Northwest Investment Counselors
Oregon
$53.4K – – –
PK
564
Pflug Koory
Nebraska
$51.9K – – –
CAL
565
Capital Analysts LLC
Pennsylvania
$49K -$67 -3 -0.1%
CT
566
Caldwell Trust
Florida
$48K – – –
CCP
567
Clarkston Capital Partners
Michigan
$47.3K – – –
FMP
568
Financial Management Professionals
Texas
$45K -$72K -3,204 -60%
PFM
569
Phillips Financial Management
Indiana
$43.8K – – –
AWM
570
Atticus Wealth Management
Florida
$41.4K – – –
AIA
571
Armor Investment Advisors
North Carolina
$41.1K – – –
BCMLT
572
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.9K – – –
SSB
573
Sandy Spring Bank
Maryland
$38.8K – – –
GI
574
Gradient Investments
Minnesota
$34.7K +$36.3K +1,617 New
KFI
575
Key Financial Inc
Pennsylvania
$33.7K – – –
21 22
23
24 25