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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
701
Robbins Farley
New Hampshire
$105K -$33.8K -1,253 -24%
KSB
702
Kennebec Savings Bank
Maine
$104K +$1.57K +58 +1%
NP
703
NorthRock Partners
Minnesota
$96.6K +$621 +23 +0.6%
CFB
704
Cullen/Frost Bankers
Texas
$95.1K +$621 +23 +0.6%
HR
705
Howe & Rusling
New York
$94.5K +$6.67K +247 +7%
CNBTD
706
Citizens National Bank Trust Department
Mississippi
$93.9K – – –
EK
707
Evensky & Katz
Florida
$93K +$378 +14 +0.4%
CA
708
CoreCap Advisors
Michigan
$87.2K +$2.75K +102 +3%
BTI
709
Blue Trust Inc
Georgia
$86.1K -$627K -23,210 -88%
CBT
710
Crews Bank & Trust
Florida
$83.1K +$86K +3,186 New
MHR
711
Matthew Hamilton Rosenberg
$78.2K – – –
PIP
712
Peachtree Investment Partners
Florida
$78.2K – – –
SO
713
Sierra Ocean
California
$78.2K +$81K +3,000 New
KA
714
Kozak & Associates
Colorado
$74.1K -$151K -5,609 -66%
VWM
715
Vermillion Wealth Management
Minnesota
$73.2K +$75.8K +2,806 New
AA
716
Ancora Advisors
Ohio
$72.2K – – –
EWM
717
EPG Wealth Management
Georgia
$71.9K +$432 +16 +0.6%
EPAM
718
Evelyn Partners Asset Management
$69.5K +$72K +2,667 New
JFA
719
JNBA Financial Advisors
Minnesota
$64.6K – – –
PK
720
Pflug Koory
Nebraska
$63K – – –
VWA
721
VSM Wealth Advisory
Maryland
$61.3K +$63.4K +2,350 New
HFS
722
Horizon Financial Services
North Carolina
$58.5K – – –
CT
723
Caldwell Trust
Florida
$58.3K – – –
CCP
724
Clarkston Capital Partners
Michigan
$57.6K – – –
VNA
725
Valley National Advisers
Pennsylvania
$54K +$1.75K +65 +3%
27 28
29
30 31