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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
576
SeaBridge Investment Advisors
New Jersey
$264K – – –
FWM
577
Forza Wealth Management
Florida
$262K – – –
B
578
Bensler
Washington
$261K +$539 +21 +0.2%
DWG
579
Darden Wealth Group
Michigan
$260K – – –
MFG
580
Merit Financial Group
Georgia
$258K +$771 +30 +0.3%
IWP
581
IAG Wealth Partners
Wisconsin
$256K – – –
CRC
582
Curi RMB Capital
Illinois
$256K -$11.6K -450 -5%
MWM
583
Mission Wealth Management
California
$254K – – –
USCWA
584
U.S. Capital Wealth Advisors
Texas
$254K – – –
BA
585
Bellwether Advisors
Nebraska
$254K +$243K +9,474 New
HGERS
586
Householder Group Estate & Retirement Specialist
Arizona
$253K -$56.4K -2,196 -19%
FRA
587
Front Row Advisors
California
$251K +$21.2K +825 +10%
LIA
588
Lynx Investment Advisory
District of Columbia
$249K +$77 +3 +0%
OCPWS
589
One Charles Private Wealth Services
Massachusetts
$248K -$50.9K -1,983 -18%
AIM
590
Aspen Investment Management
Michigan
$244K -$11.2K -435 -5%
FCM
591
Firestone Capital Management
Florida
$243K +$2.62K +102 +1%
FVIM
592
Fort Vancouver Investment Management
Washington
$243K -$539 -21 -0.2%
AC
593
Apella Capital
Connecticut
$241K – – –
JWA
594
JFS Wealth Advisors
Pennsylvania
$238K +$77 +3 +0%
SNBOSD
595
Security National Bank of So Dak
Iowa
$238K – – –
CCM
596
Ciovacco Capital Management
Georgia
$236K +$226K +8,790 New
GI
597
GAMMA Investing
California
$235K – – –
GI
598
GS Investments
Minnesota
$235K -$18.3K -711 -8%
PWM
599
PBMares Wealth Management
Virginia
$234K – – –
TFA
600
Teamwork Financial Advisors
Texas
$232K -$10.4K -405 -4%
22 23
24
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