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Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
726
Hollencrest Capital Management
California
$26.7K – – –
FDCP
727
Foster Dykema Cabot & Partners
Massachusetts
$26.6K +$25.5K +993 New
LWANC
728
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.5K +$15.8K +615 +205%
OP
729
ORG Partners
Indiana
$24.5K – – –
MSG
730
Main Street Group
Virginia
$23.9K – – –
DPW
731
DiNuzzo Private Wealth
Pennsylvania
$23.5K – – –
WI
732
Wintrust Investments
Illinois
$23K -$204K -7,929 -90%
CPA
733
Clear Point Advisors
New York
$20.9K +$231 +9 +1%
TCM
734
Tradewinds Capital Management
Washington
$17.7K – – –
CAS
735
Coppell Advisory Solutions
Texas
$16.4K – – –
FCAS
736
First Command Advisory Services
Texas
$16.2K +$15.5K +603 New
VWM
737
Venturi Wealth Management
Texas
$14.9K – – –
WWP
738
WR Wealth Planners
Missouri
$14.5K +$13.9K +540 New
SC
739
Stephens Consulting
Michigan
$14.3K – – –
SSB
740
Sandy Spring Bank
Maryland
$14.2K – – –
MRCM
741
M&R Capital Management
New Jersey
$13.6K +$77 +3 +0.6%
TIM
742
Thompson Investment Management
Wisconsin
$13.3K – – –
JFG
743
JDM Financial Group
Texas
$12.9K – – –
KSWA
744
Kathleen S. Wright Associates
Pennsylvania
$12.1K +$11.6K +453 New
EWM
745
Evermay Wealth Management
Virginia
$12.1K – – –
AA
746
AlphaMark Advisors
Kentucky
$12K – – –
AIC
747
Archer Investment Corporation
Indiana
$10.9K – – –
CWA
748
Carolina Wealth Advisors
South Carolina
$10.5K – – –
TCA
749
Trifecta Capital Advisors
Illinois
$10K – – –
MBFW
750
Morton Brown Family Wealth
Pennsylvania
$9.48K – – –
28 29
30
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