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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
751
Acorn Wealth Advisors
Michigan
$277K -$27.4K -833 -9%
AFAS
752
Acorn Financial Advisory Services
Virginia
$277K -$31K -940 -11%
SFC
753
Strategic Financial Concepts
Texas
$277K -$5.8K -176 -2%
FWP
754
Forefront Wealth Partners
Texas
$274K +$260K +7,885 New
AIM
755
Advyzon Investment Management
Illinois
$274K -$2.24K -68 -0.9%
DC
756
Davenport & Co
Virginia
$274K +$259K +7,861 New
CIC
757
Carnegie Investment Counsel
Ohio
$274K -$9.09K -276 -3%
OAM
758
Oppenheimer Asset Management
New York
$272K -$21.7K -660 -8%
GBWM
759
Granite Bay Wealth Management
New Hampshire
$271K +$1.15K +35 +0.5%
MFIM
760
Mesirow Financial Investment Management
Illinois
$270K – – –
DCM
761
Donaldson Capital Management
Indiana
$269K +$255K +7,727 New
AC
762
AlphaCore Capital
California
$269K +$791 +24 +0.3%
PPWM
763
Perissos Private Wealth Management
Oklahoma
$268K +$725 +22 +0.3%
HWA
764
Hillcrest Wealth Advisors
New Jersey
$268K -$16.5K -500 -6%
WHCFA
765
William Howard & Co Financial Advisors
Tennessee
$266K +$1.15K +35 +0.5%
LC
766
Landaas & Company
Wisconsin
$265K – – –
STFP
767
Signal Tree Financial Partners
Ohio
$264K – – –
KIA
768
KCM Investment Advisors
California
$262K -$45.7K -1,388 -16%
2L
769
25 LLC
Missouri
$261K +$247K +7,490 New
NWM
770
Northwest Wealth Management
Iowa
$260K +$246K +7,459 New
FMWA
771
Forvis Mazars Wealth Advisors
Missouri
$259K +$245K +7,434 New
SFG
772
Synergy Financial Group
California
$258K – – –
WI
773
Wedgewood Investors
Pennsylvania
$257K – – –
LEA
774
Legacy Edge Advisors
New York
$257K -$61.7K -1,873 -20%
CAP
775
Columbia Advisory Partners
Washington
$256K -$63.6K -1,931 -21%
29 30
31
32 33