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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
601
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K +$1.35K +60 +7%
SC
602
SouthState Corp
Florida
$18K +$19.9K +888 New
JFA
603
JNBA Financial Advisors
Minnesota
$17K – – –
PAI
604
Pittenger & Anderson Inc
Nebraska
$17K – – –
CWM
605
Castle Wealth Management
Florida
$17K +$18.7K +831 New
TCM
606
Tradewinds Capital Management
Washington
$16K -$35.1K -1,563 -66%
HIA
607
Harbor Investment Advisory
Maryland
$16K – – –
BWM
608
Baystate Wealth Management
Massachusetts
$16K +$17.2K +768 New
EIP
609
Ellis Investment Partners
Pennsylvania
$13K +$135 +6 +0.9%
CA
610
CoreCap Advisors
Michigan
$13K +$13.7K +612 New
MWC
611
MBM Wealth Consultants
Missouri
$12K – – –
CP
612
Corbenic Partners
Pennsylvania
$12K +$67 +3 +0.5%
CA
613
Clearstead Advisors
Ohio
$11K +$67 +3 +0.6%
EL
614
EMFO LLC
Florida
$11K +$67 +3 +0.6%
TSWM
615
Tyler-Stone Wealth Management
Ohio
$11K +$67 +3 +0.6%
CWA
616
Carolina Wealth Advisors
South Carolina
$10K +$673 +30 +7%
KFI
617
Key Financial Inc
Pennsylvania
$9K – – –
AIP
618
Ahrens Investment Partners
Louisiana
$7K +$67 +3 +0.8%
MBFW
619
Morton Brown Family Wealth
Pennsylvania
$7K +$7.95K +354 New
AWM
620
Aberdeen Wealth Management
Illinois
$6K – – –
ODG
621
O'Dell Group
Ohio
$6K +$5.66K +252 +933%
MAM
622
Meeder Asset Management
Ohio
$5K -$21.7K -966 -80%
PIP
623
Peachtree Investment Partners
Florida
$5K – – –
LDFR
624
Lehman & Derafelo Financial Resources
Pennsylvania
$5K +$5.39K +240 New
AAP
625
Arax Advisory Partners
Colorado
$4K -$471 -21 -10%
23 24
25
26 27