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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Carolina Wealth Management
North Carolina
$256K +$242K +7,360 New
PPC
777
Pennington Partners & Co
Maryland
$255K – – –
SFS
778
Sunrise Financial Services
Washington
$255K -$10.3K -312 -4%
PWPS
779
Pinnacle Wealth Planning Services
Ohio
$255K +$1.78K +54 +0.7%
KMWM
780
Keudell/Morrison Wealth Management
Oregon
$254K – – –
RIM
781
Rockbridge Investment Management
New York
$254K -$224K -6,813 -48%
QCM
782
QRG Capital Management
Illinois
$254K +$240K +7,287 New
SEP
783
Signature Equity Partners
Ohio
$253K -$164K -4,992 -41%
GI
784
GAMMA Investing
California
$251K – – –
MFG
785
Mainsail Financial Group
Washington
$251K +$238K +7,210 New
BIA
786
Bell Investment Advisors
California
$247K -$49.9K -1,514 -18%
CWAI
787
Core Wealth Advisors (Indiana)
Indiana
$247K – – –
CB
788
Commerce Bank
Missouri
$246K – – –
HBT
789
Hills Bank & Trust
Iowa
$246K +$233K +7,070 New
LEFP
790
Leading Edge Financial Planning
Tennessee
$246K -$33 -1 -0%
CA
791
Claro Advisors
Massachusetts
$245K -$16.5K -502 -7%
FSBI
792
Fearless Solutions (Best Invest)
Texas
$244K – – –
PFA
793
Perryman Financial Advisory
Texas
$241K +$6.88K +209 +3%
GWM
794
GDS Wealth Management
Texas
$241K +$228K +6,932 New
PWM
795
Praetorian Wealth Management
California
$240K – – –
SWA
796
Serenus Wealth Advisors
California
$240K – – –
JIC
797
Joel Isaacson & Co
New York
$240K -$15.7K -478 -6%
HC
798
Hamilton Capital
Ohio
$240K – – –
GA
799
GoalVest Advisory
New York
$239K – – –
CPA
800
Capital Performance Advisors
California
$239K -$1.05K -32 -0.5%
30 31
32
33 34