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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
651
JFS Wealth Advisors
Pennsylvania
$276K +$894 +34 +0.3%
PFBT
652
Parkside Financial Bank & Trust
Missouri
$274K -$2.29K -87 -0.9%
GWM
653
Gibbs Wealth Management
Georgia
$273K +$259K +9,871 New
DFA
654
DHJJ Financial Advisors
Illinois
$273K -$6.75K -257 -3%
PS
655
Principal Securities
Iowa
$272K +$3.79K +144 +1%
FWM
656
Forza Wealth Management
Florida
$270K – – –
B
657
Bensler
Washington
$270K +$263 +10 +0.1%
CIC
658
Cutler Investment Counsel
Oregon
$269K +$32.4K +1,231 +14%
AIM
659
Acropolis Investment Management
Missouri
$268K -$59.1K -2,250 -19%
NCFG
660
New Century Financial Group
New Jersey
$266K -$16.3K -619 -6%
BA
661
Bellwether Advisors
Nebraska
$262K – – –
AIM
662
Aspen Investment Management
Michigan
$260K -$11.6K -442 -5%
MFC
663
Morris Financial Concepts
South Carolina
$260K -$6.04K -230 -2%
TPBG
664
Turning Point Benefit Group
Maryland
$260K +$246K +9,369 New
CRC
665
Curi RMB Capital
Illinois
$259K – – –
JIC
666
Joel Isaacson & Co
New York
$259K +$44.3K +1,686 +22%
HBW
667
Hazlett, Burt & Watson
West Virginia
$258K – – –
MLA
668
My Legacy Advisors
Oregon
$257K -$122K -4,628 -34%
RWM
669
RBA Wealth Management
California
$257K +$894 +34 +0.4%
OCPWS
670
One Charles Private Wealth Services
Massachusetts
$256K – – –
AWM
671
Aprio Wealth Management
Georgia
$256K +$20.7K +787 +9%
BMO
672
Beck Mack & Oliver
New York
$253K – – –
AC
673
Apella Capital
Connecticut
$252K – – –
AWA
674
Acorn Wealth Advisors
Michigan
$250K -$46.3K -1,761 -16%
HIF
675
Hill Island Financial
Michigan
$249K -$21K -800 -8%
25 26
27
28 29