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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
751
Strategic Financial Concepts
Texas
$248K +$253K +8,132 New
AWM
752
Aprio Wealth Management
Georgia
$247K -$13.9K -445 -5%
AG
753
Advocate Group
Minnesota
$247K – – –
HIF
754
Hill Island Financial
Michigan
$247K -$28.2K -905 -10%
M
755
MOTCO
Texas
$247K +$252K +8,094 New
GI
756
GS Investments
Minnesota
$246K -$4.58K -147 -2%
CFP
757
Comprehensive Financial Planning
Pennsylvania
$244K +$241K +7,720 +2,681%
AIM
758
Advyzon Investment Management
Illinois
$242K +$62 +2 +0%
CAMG
759
CWA Asset Management Group
Florida
$242K – – –
GSC
760
G&S Capital
Colorado
$241K +$467 +15 +0.2%
AIM
761
Anchor Investment Management
South Carolina
$240K -$5.92K -190 -2%
CAM
762
Clark Asset Management
New Hampshire
$240K – – –
LWL
763
Leo Wealth LLC
Texas
$239K -$26.3K -843 -10%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$239K – – –
LSL
765
Legacy Solutions LLC
Pennsylvania
$238K -$4.83K -155 -2%
GAA
766
Guardian Asset Advisors
Pennsylvania
$237K -$63.1K -2,025 -21%
MFIM
767
Mesirow Financial Investment Management
Illinois
$237K – – –
GBWM
768
Granite Bay Wealth Management
New Hampshire
$237K +$1.12K +36 +0.5%
AC
769
AlphaCore Capital
California
$235K -$12.3K -396 -5%
PPWM
770
Perissos Private Wealth Management
Oklahoma
$234K +$717 +23 +0.3%
CA
771
CoreCap Advisors
Michigan
$234K -$19K -609 -7%
SFS
772
Sunrise Financial Services
Washington
$233K +$19.1K +612 +9%
TIM
773
Total Investment Management
Arizona
$233K – – –
LC
774
Landaas & Company
Wisconsin
$232K – – –
WHCFA
775
William Howard & Co Financial Advisors
Tennessee
$232K -$11K -354 -4%
29 30
31
32 33