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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
601
Synergy Financial Group
California
$208K +$197K +8,205 New
OC
602
Oarsman Capital
Wisconsin
$207K +$196K +8,178 New
WHCFA
603
William Howard & Co Financial Advisors
Tennessee
$206K +$195K +8,133 New
AG
604
Advocate Group
Minnesota
$205K +$194K +8,100 New
CA
605
Clearstead Advisors
Ohio
$205K +$42.8K +1,785 +28%
GLA
606
Good Life Advisors
Pennsylvania
$203K +$192K +7,995 New
IFG
607
Independent Financial Group
California
$201K +$191K +7,947 New
DWM
608
Destination Wealth Management
California
$200K +$190K +7,911 New
HFBOT
609
Home Federal Bank of Tennessee
Tennessee
$200K +$190K +7,905 New
AIM
610
Anchor Investment Management
South Carolina
$198K +$144 +6 +0.1%
FRA
611
Front Row Advisors
California
$191K – – –
CF
612
Centaurus Financial
California
$185K +$175K +7,299 New
AC
613
AlphaCore Capital
California
$180K -$5.25K -219 -3%
PCMC
614
Planning Capital Management Corporation
Pennsylvania
$178K -$4.75K -198 -3%
GM
615
GeoWealth Management
Illinois
$177K -$809K -33,723 -83%
GA
616
GoalVest Advisory
New York
$174K +$165K +6,873 New
FHA
617
First Horizon Advisors
Tennessee
$167K -$257K -10,707 -62%
FFWA
618
FRG Family Wealth Advisors
Washington
$166K +$164K +6,861 New
CCM
619
Chilton Capital Management
Texas
$162K – – –
MTIC
620
Missouri Trust & Investment Company
Missouri
$161K – – –
WPA
621
West Paces Advisors
Georgia
$160K – – –
MAM
622
MMA Asset Management
Pennsylvania
$148K +$140K +5,844 New
TRCT
623
Tower Research Capital (TRC)
New York
$144K +$59.5K +2,481 +78%
RF
624
Robbins Farley
New Hampshire
$143K -$1.73K -72 -1%
HBW
625
Hazlett, Burt & Watson
West Virginia
$143K +$59.1K +2,463 +77%
23 24
25
26 27