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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
B
676
Bensler
Washington
$290K +$322 +11 +0.1%
FWM
677
Forza Wealth Management
Florida
$289K – – –
AIM
678
Acropolis Investment Management
Missouri
$287K – – –
MW
679
Marble Wealth
Alabama
$285K +$282K +9,632 New
AIA
680
Accelerate Investment Advisors
California
$284K +$146 +5 +0.1%
BA
681
Bellwether Advisors
Nebraska
$280K – – –
SIA
682
Spectrum Investment Advisors
Wisconsin
$280K – – –
MCA
683
Millennium Capital Advisors
Arkansas
$280K -$26.3K -900 -9%
DFA
684
DHJJ Financial Advisors
Illinois
$278K +$10.4K +355 +4%
GT
685
Glenmede Trust
Pennsylvania
$278K +$274K +9,380 New
MFC
686
Morris Financial Concepts
South Carolina
$277K -$1.34K -46 -0.5%
CRC
687
Curi RMB Capital
Illinois
$277K – – –
JIC
688
Joel Isaacson & Co
New York
$277K – – –
NFG
689
Nations Financial Group
Iowa
$277K +$273K +9,339 New
BMO
690
Beck Mack & Oliver
New York
$270K – – –
CIC
691
Carnegie Investment Counsel
Ohio
$268K +$264K +9,040 New
HIF
692
Hill Island Financial
Michigan
$267K – – –
IWP
693
IAG Wealth Partners
Wisconsin
$266K – – –
PWC
694
Pathfinder Wealth Consulting
North Carolina
$266K +$263K +8,999 New
MNA
695
Manning & Napier Advisors
New York
$266K +$50K +1,710 +24%
RWM
696
Rialto Wealth Management
New York
$265K +$26.9K +920 +11%
AIM
697
Aspen Investment Management
Michigan
$265K -$8.51K -291 -3%
CWM
698
CCG Wealth Management
California
$264K – – –
CWP
699
Clark Wealth Partners
Illinois
$263K – – –
AFAS
700
Acorn Financial Advisory Services
Virginia
$262K +$31.9K +1,092 +14%
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28
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