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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
701
Harbor Asset Planning
Massachusetts
$226K +$215K +8,175 New
PWM
702
Penobscot Wealth Management
Maine
$225K +$214K +8,144 New
AIM
703
Anchor Investment Management
South Carolina
$225K +$158 +6 +0.1%
SIC
704
Salem Investment Counselors
North Carolina
$225K -$1.31K -50 -0.6%
AG
705
Advocate Group
Minnesota
$224K – – –
AC
706
AlphaCore Capital
California
$223K +$9.07K +345 +4%
RWM
707
Rialto Wealth Management
New York
$222K – – –
PWPS
708
Pinnacle Wealth Planning Services
Ohio
$222K +$211K +8,025 New
GLA
709
Good Life Advisors
Pennsylvania
$221K -$139K -5,303 -40%
LSL
710
Legacy Solutions LLC
Pennsylvania
$219K +$1.1K +42 +0.5%
FG
711
Foster Group
Iowa
$218K +$207K +7,890 New
CAM
712
Clark Asset Management
New Hampshire
$218K -$53 -2 -0%
GSC
713
G&S Capital
Colorado
$217K +$447 +17 +0.2%
CFO
714
Collective Family Office
Pennsylvania
$216K +$205K +7,813 New
KMWM
715
Keudell/Morrison Wealth Management
Oregon
$216K +$53 +2 +0%
CB
716
Commerce Bank
Missouri
$216K +$205K +7,792 New
HIP
717
HUB Investment Partners
Texas
$215K -$1.97K -75 -1%
CCAL
718
City Center Advisors LLC
Michigan
$214K -$75.3K -2,864 -27%
AFAS
719
Acorn Financial Advisory Services
Virginia
$214K +$203K +7,742 New
EL
720
Essex LLC
Illinois
$213K – – –
CIAS
721
CFS Investment Advisory Services
New Jersey
$212K – – –
GBWM
722
Granite Bay Wealth Management
New Hampshire
$211K +$1.05K +40 +0.5%
PPWM
723
Perissos Private Wealth Management
Oklahoma
$210K +$657 +25 +0.3%
STFP
724
Signal Tree Financial Partners
Ohio
$210K – – –
LC
725
Landaas & Company
Wisconsin
$210K +$200K +7,600 New
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29
30 31