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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
751
Hollencrest Capital Management
California
$26K – – –
FMII
752
Farmers & Merchants Investments Inc
Nebraska
$25.6K -$27.6K -1,023 -51%
AG
753
AmeriFlex Group
Nevada
$24.9K +$24.8K +918 New
OA
754
Operose Advisors
Wisconsin
$23.9K +$24.8K +918 New
OP
755
ORG Partners
Indiana
$23.9K +$108 +4 +0.4%
LWANC
756
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.9K – – –
MSG
757
Main Street Group
Virginia
$23.3K +$27 +1 +0.1%
WI
758
Wintrust Investments
Illinois
$23K +$54 +2 +0.2%
DPW
759
DiNuzzo Private Wealth
Pennsylvania
$22.8K – – –
JFGIW
760
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.6K -$64.1K -2,373 -75%
TCM
761
Tradewinds Capital Management
Washington
$17.2K – – –
GM
762
GeoWealth Management
Illinois
$16.6K -$53.5K -1,983 -76%
WCM
763
Winthrop Capital Management
Indiana
$16K +$16.5K +612 New
CAS
764
Coppell Advisory Solutions
Texas
$16K – – –
FCAS
765
First Command Advisory Services
Texas
$15.7K – – –
CFP
766
Comprehensive Financial Planning
Pennsylvania
$15K +$15.6K +576 New
VWM
767
Venturi Wealth Management
Texas
$14.5K – – –
FHA
768
First Horizon Advisors
Tennessee
$14.4K -$101K -3,754 -87%
WWP
769
WR Wealth Planners
Missouri
$14.1K – – –
SC
770
Stephens Consulting
Michigan
$13.9K – – –
SSB
771
Sandy Spring Bank
Maryland
$13.8K – – –
JFG
772
JDM Financial Group
Texas
$12.6K – – –
AA
773
AlphaMark Advisors
Kentucky
$12K – – –
EWM
774
Evermay Wealth Management
Virginia
$11.7K – – –
PS
775
Pinney & Scofield
Massachusetts
$11.3K +$11.7K +435 New
29 30
31
32 33