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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
676
Briaud Financial Planning
Texas
$40K +$37.3K +1,557 New
KFI
677
Key Financial Inc
Pennsylvania
$39.7K – – –
BCM
678
Blume Capital Management
California
$38K – – –
FFWM
679
Future Financial Wealth Management
Ohio
$38K +$36K +1,500 New
MSS
680
Mitchell Sinkler & Starr
Pennsylvania
$38K +$36K +1,500 New
EFP
681
EnRich Financial Partners
Wisconsin
$37.2K +$35.2K +1,467 New
NG
682
NWK Group
California
$35.9K – – –
VCM
683
Versant Capital Management
Arizona
$35.6K -$3.09K -129 -8%
FPFS
684
First Personal Financial Services
North Carolina
$35.1K +$33.2K +1,386 New
CFO
685
CVA Family Office
Colorado
$34.9K +$72 +3 +0.2%
MWM
686
Mascoma Wealth Management
New Hampshire
$33.8K – – –
FCT
687
Family Capital Trust
Massachusetts
$32.9K +$31.1K +1,299 New
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$32.3K – – –
JHCP
689
Jackson Hole Capital Partners
Oklahoma
$31.9K – – –
WTC
690
WhitTier Trust Company
Nevada
$31.2K – – –
MFA
691
Morling Financial Advisors
California
$31K – – –
ME
692
McIlrath & Eck
Washington
$30.3K +$28.6K +1,194 +39,800%
RDFA
693
Ritter Daniher Financial Advisory
Ohio
$29.8K -$1.73K -72 -6%
FMP
694
Financial Management Professionals
Texas
$27K -$8.13K -339 -24%
DI
695
DAGCO Inc
Ohio
$26.4K +$25K +1,041 New
PPC
696
Park Place Capital
Alabama
$26.2K -$58K -2,421 -70%
FPB
697
First PREMIER Bank
South Dakota
$26K – – –
HCM
698
Hollencrest Capital Management
California
$25.2K – – –
MSG
699
Main Street Group
Virginia
$25K +$1.94K +81 +9%
DPW
700
DiNuzzo Private Wealth
Pennsylvania
$22.2K – – –
26 27
28
29 30