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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
676
Anchor Investment Management
South Carolina
$216K -$1.29K -48 -0.6%
AG
677
Advocate Group
Minnesota
$215K – – –
RWM
678
Ritholtz Wealth Management
New York
$214K +$216K +8,052 New
RWM
679
Rialto Wealth Management
New York
$213K – – –
AP
680
Appleton Partners
Massachusetts
$211K +$213K +7,920 New
CGFA
681
Colton Groome Financial Advisors
North Carolina
$210K -$86.6K -3,225 -28%
CPA
682
Capital Performance Advisors
California
$210K +$212K +7,895 New
LSL
683
Legacy Solutions LLC
Pennsylvania
$209K +$1.13K +42 +0.5%
CAM
684
Clark Asset Management
New Hampshire
$209K – – –
FMWA
685
Forvis Mazars Wealth Advisors
Missouri
$209K +$211K +7,857 New
HIP
686
HUB Investment Partners
Texas
$209K +$211K +7,854 New
DWM
687
Destination Wealth Management
California
$209K +$211K +7,850 New
GSC
688
G&S Capital
Colorado
$208K +$210K +7,822 New
KMWM
689
Keudell/Morrison Wealth Management
Oregon
$207K – – –
EL
690
Essex LLC
Illinois
$205K -$15K -560 -7%
AP
691
Adero Partners
California
$205K – – –
AC
692
AlphaCore Capital
California
$205K +$9.74K +363 +5%
CIAS
693
CFS Investment Advisory Services
New Jersey
$204K +$206K +7,677 New
JIC
694
Joel Isaacson & Co
New York
$204K +$206K +7,658 New
WF
695
WinCap Financial
Massachusetts
$203K +$205K +7,621 New
GBWM
696
Granite Bay Wealth Management
New Hampshire
$202K +$204K +7,599 New
STFP
697
Signal Tree Financial Partners
Ohio
$202K +$204K +7,593 New
PPWM
698
Perissos Private Wealth Management
Oklahoma
$201K +$203K +7,577 New
GA
699
GoalVest Advisory
New York
$183K – – –
FVIM
700
Fort Vancouver Investment Management
Washington
$179K +$1.13K +42 +0.6%
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