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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
676
Valley National Advisers
Pennsylvania
$44K +$25.7K +1,041 +139%
MSS
677
Mitchell Sinkler & Starr
Pennsylvania
$42.9K +$4.45K +180 +12%
FFO
678
Fortitude Family Office
Arizona
$40K – – –
RI
679
Ridgewood Investments
New Jersey
$38.8K +$38.8K +1,572 New
KFI
680
Key Financial Inc
Pennsylvania
$38.7K – – –
GT
681
Glenmede Trust
Pennsylvania
$38.5K +$38.5K +1,560 New
BFP
682
Briaud Financial Planning
Texas
$38K – – –
BCM
683
Blume Capital Management
California
$37K – – –
EFP
684
EnRich Financial Partners
Wisconsin
$36.2K – – –
OW
685
Olistico Wealth
Oklahoma
$35.9K +$35.9K +1,452 New
NG
686
NWK Group
California
$35K – – –
VCM
687
Versant Capital Management
Arizona
$34.7K – – –
CFO
688
CVA Family Office
Colorado
$34K – – –
MWM
689
Mascoma Wealth Management
New Hampshire
$33K – – –
FCT
690
Family Capital Trust
Massachusetts
$32.1K – – –
MSFP
691
Mark Sheptoff Financial Planning
Connecticut
$31.5K – – –
WTC
692
WhitTier Trust Company
Nevada
$30.4K – – –
ME
693
McIlrath & Eck
Washington
$29.6K – – –
JHCP
694
Jackson Hole Capital Partners
Oklahoma
$28.9K -$2.22K -90 -7%
JFGIW
695
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.8K -$27K -1,092 -49%
WOSD
696
WFA of San Diego
California
$27.4K +$27.4K +1,110 New
FPB
697
First PREMIER Bank
South Dakota
$26K – – –
GWANC
698
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.8K -$54K -2,184 -68%
DI
699
DAGCO Inc
Ohio
$25.7K – – –
HCM
700
Hollencrest Capital Management
California
$24.6K – – –
26 27
28
29 30