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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
576
Briaud Financial Planning
Texas
$33K +$35K +1,557 New
VCM
577
Versant Capital Management
Arizona
$32.9K -$606 -27 -2%
BCM
578
Blume Capital Management
California
$32.2K – – –
NG
579
NWK Group
California
$30.4K – – –
MWM
580
Mascoma Wealth Management
New Hampshire
$28.7K – – –
WOSD
581
WFA of San Diego
California
$28.5K +$202 +9 +0.7%
MSFP
582
Mark Sheptoff Financial Planning
Connecticut
$27.4K – – –
JHCP
583
Jackson Hole Capital Partners
Oklahoma
$27.1K -$1.35K -60 -5%
RDFA
584
Ritter Daniher Financial Advisory
Ohio
$26.8K – – –
WTC
585
WhitTier Trust Company
Nevada
$26.5K – – –
MFA
586
Morling Financial Advisors
California
$26.3K – – –
FHA
587
First Horizon Advisors
Tennessee
$23.3K – – –
FPB
588
First PREMIER Bank
South Dakota
$22K – – –
HCM
589
Hollencrest Capital Management
California
$21.4K – – –
WFA
590
WestHill Financial Advisors
California
$20.2K +$21.1K +939 New
VNA
591
Valley National Advisers
Pennsylvania
$19K -$3.5K -156 -15%
HL
592
HeadInvest LLC
Maine
$17.9K +$18.9K +840 New
JFA
593
JNBA Financial Advisors
Minnesota
$14.8K – – –
TCM
594
Tradewinds Capital Management
Washington
$14.2K – – –
CIAS
595
Capital Investment Advisory Services
North Carolina
$13K – – –
OP
596
ORG Partners
Indiana
$12.6K – – –
CWA
597
Carolina Wealth Advisors
South Carolina
$12.6K +$606 +27 +5%
HIA
598
Harbor Investment Advisory
Maryland
$12.4K -$4.38K -195 -25%
EWA
599
EverSource Wealth Advisors
Alabama
$12.1K +$5.86K +261 +87%
EL
600
EMFO LLC
Florida
$11.7K +$67 +3 +0.6%
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