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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Penobscot Wealth Management
Maine
$242K +$1.34K +46 +0.6%
CFO
727
Collective Family Office
Pennsylvania
$242K – – –
AG
728
Advocate Group
Minnesota
$240K – – –
AC
729
AlphaCore Capital
California
$240K +$848 +29 +0.4%
HWA
730
Hillcrest Wealth Advisors
New Jersey
$240K -$35.1K -1,200 -13%
AIM
731
Anchor Investment Management
South Carolina
$239K -$1.84K -63 -0.8%
BIG
732
Brooklyn Investment Group
New York
$237K +$232K +7,949 New
LSL
733
Legacy Solutions LLC
Pennsylvania
$235K -$117 -4 -0.1%
WHCFA
734
William Howard & Co Financial Advisors
Tennessee
$235K -$13.3K -456 -5%
CAMG
735
CWA Asset Management Group
Florida
$235K +$409 +14 +0.2%
AIM
736
Advyzon Investment Management
Illinois
$235K +$232K +7,941 New
KSB
737
Kennebec Savings Bank
Maine
$234K +$96K +3,286 +71%
SWM
738
Silverlake Wealth Management
Vermont
$234K +$231K +7,913 New
GSC
739
G&S Capital
Colorado
$233K +$555 +19 +0.2%
CAM
740
Clark Asset Management
New Hampshire
$233K – – –
PFBT
741
Parkside Financial Bank & Trust
Missouri
$232K – – –
FFM
742
Forum Financial Management
Illinois
$232K +$6.81K +233 +3%
MFIM
743
Mesirow Financial Investment Management
Illinois
$230K – – –
PWM
744
Praetorian Wealth Management
California
$229K +$994 +34 +0.4%
GBWM
745
Granite Bay Wealth Management
New Hampshire
$229K +$1.26K +43 +0.6%
BPWM
746
Badgley Phelps Wealth Managers
Washington
$228K +$225K +7,707 New
CG
747
Caprock Group
Idaho
$227K +$7.01K +240 +3%
PPWM
748
Perissos Private Wealth Management
Oklahoma
$227K +$789 +27 +0.4%
TIM
749
Total Investment Management
Arizona
$226K +$223K +7,626 New
KIA
750
KCM Investment Advisors
California
$225K – – –
28 29
30
31 32