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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
576
Kessler Investment Group
Indiana
$38K +$36.6K +1,545 New
FA
577
Faithward Advisors
Pennsylvania
$37K -$34K -1,434 -48%
BCM
578
Blume Capital Management
California
$37K -$25.8K -1,089 -42%
SFPG
579
Stonebridge Financial Planning Group
Florida
$36K – – –
RDFA
580
Ritter Daniher Financial Advisory
Ohio
$35K – – –
CFO
581
CVA Family Office
Colorado
$32K -$3.77K -159 -11%
BWA
582
BDO Wealth Advisors
Florida
$32K – – –
JHCP
583
Jackson Hole Capital Partners
Oklahoma
$32K – – –
MTWM
584
Masso Torrence Wealth Management
New Jersey
$32K +$31.1K +1,311 New
MSFP
585
Mark Sheptoff Financial Planning
Connecticut
$31K – – –
HFS
586
Hantz Financial Services
Michigan
$30K +$29K +1,224 New
MFA
587
Morling Financial Advisors
California
$30K +$29K +1,224 New
MAM
588
Meeder Asset Management
Ohio
$29K – – –
GLLW
589
Graves Light Lenhart Wealth
Virginia
$27K – – –
PK
590
Pflug Koory
Nebraska
$26K – – –
IHWM
591
Iron Horse Wealth Management
Iowa
$26K +$25.3K +1,068 New
NG
592
NWK Group
California
$26K +$25.4K +1,074 New
FPB
593
First PREMIER Bank
South Dakota
$25K – – –
CA
594
CoreCap Advisors
Michigan
$23K +$22K +930 New
TRCT
595
Tower Research Capital (TRC)
New York
$22K -$419K -17,682 -95%
LWANC
596
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K +$2.49K +105 +13%
JFA
597
JNBA Financial Advisors
Minnesota
$22K +$19.9K +840 +1,474%
LFG
598
Leverty Financial Group
Wisconsin
$22K +$22.1K +933 New
PAI
599
Pittenger & Anderson Inc
Nebraska
$20K -$995 -42 -5%
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$19K – – –
22 23
24
25 26