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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
676
Harel Insurance Investments & Financial Services
Israel
$92K +$88.6K +3,450 New
HR
677
Howe & Rusling
New York
$90.5K +$1K +39 +1%
CA
678
Continuum Advisory
Idaho
$90.4K -$26.4K -1,026 -9%
APC
679
Aspire Private Capital
North Carolina
$89.4K – – –
CA
680
CoreCap Advisors
Michigan
$86.9K +$83.3K +3,243 New
JFGIW
681
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K +$51.7K +2,013 +174%
MHR
682
Matthew Hamilton Rosenberg
$80.4K – – –
PIP
683
Peachtree Investment Partners
Florida
$80.4K +$77.1K +3,000 New
KA
684
Kozak & Associates
Colorado
$76.7K +$145K +5,640 +202%
AA
685
Ancora Advisors
Ohio
$74.2K – – –
EWM
686
EPG Wealth Management
Georgia
$73.5K +$70.4K +2,742 New
BWP
687
Baldwin Wealth Partners
Massachusetts
$71.8K – – –
GM
688
GeoWealth Management
Illinois
$70.2K +$67.3K +2,619 New
NIC
689
Northwest Investment Counselors
Oregon
$66.5K +$63.8K +2,484 New
JFA
690
JNBA Financial Advisors
Minnesota
$66.4K -$6.55K -255 -9%
PK
691
Pflug Koory
Nebraska
$64.8K +$62.1K +2,418 New
HF
692
Halpern Financial
Virginia
$61.7K -$7.71K -300 -11%
HFS
693
Horizon Financial Services
North Carolina
$60.1K – – –
CT
694
Caldwell Trust
Florida
$59.9K – – –
CCP
695
Clarkston Capital Partners
Michigan
$59.2K – – –
CFG
696
Copley Financial Group
California
$56.6K +$54.3K +2,112 New
PFM
697
Phillips Financial Management
Indiana
$54.7K – – –
VNA
698
Valley National Advisers
Pennsylvania
$54K +$6.01K +234 +13%
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$53.7K – – –
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.8K +$77 +3 +0.2%
26 27
28
29 30