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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
Anchor Investment Management
South Carolina
$274K +$165 +5 +0.1%
AIM
756
Advyzon Investment Management
Illinois
$274K -$2.24K -68 -0.9%
DC
757
Davenport & Co
Virginia
$274K +$259K +7,861 New
CIC
758
Carnegie Investment Counsel
Ohio
$274K -$9.09K -276 -3%
PFBT
759
Parkside Financial Bank & Trust
Missouri
$273K – – –
OAM
760
Oppenheimer Asset Management
New York
$272K -$21.7K -660 -8%
GBWM
761
Granite Bay Wealth Management
New Hampshire
$271K +$1.15K +35 +0.5%
MFIM
762
Mesirow Financial Investment Management
Illinois
$270K – – –
DCM
763
Donaldson Capital Management
Indiana
$269K +$255K +7,727 New
AC
764
AlphaCore Capital
California
$269K +$791 +24 +0.3%
PPWM
765
Perissos Private Wealth Management
Oklahoma
$268K +$725 +22 +0.3%
HWA
766
Hillcrest Wealth Advisors
New Jersey
$268K -$16.5K -500 -6%
WHCFA
767
William Howard & Co Financial Advisors
Tennessee
$266K +$1.15K +35 +0.5%
LC
768
Landaas & Company
Wisconsin
$265K – – –
STFP
769
Signal Tree Financial Partners
Ohio
$264K – – –
KIA
770
KCM Investment Advisors
California
$262K -$45.7K -1,388 -16%
2L
771
25 LLC
Missouri
$261K +$247K +7,490 New
NWM
772
Northwest Wealth Management
Iowa
$260K +$246K +7,459 New
FMWA
773
Forvis Mazars Wealth Advisors
Missouri
$259K +$245K +7,434 New
SFG
774
Synergy Financial Group
California
$258K – – –
WI
775
Wedgewood Investors
Pennsylvania
$257K – – –
29 30
31
32 33