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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
776
Carolina Wealth Advisors
South Carolina
$11.3K +$1.11K +41 +10%
WAG
777
Windsor Advisory Group
Ohio
$10.8K +$11.1K +412 New
AIC
778
Archer Investment Corporation
Indiana
$10.6K – – –
MBFW
779
Morton Brown Family Wealth
Pennsylvania
$9.23K – – –
GWSG
780
GPS Wealth Strategies Group
Colorado
$9.15K +$9.48K +351 New
GFPC
781
Global Financial Private Client
Florida
$8.68K – – –
CA
782
Crewe Advisors
Utah
$8.39K +$27 +1 +0.3%
AWM
783
Aberdeen Wealth Management
Illinois
$7.82K – – –
RA
784
Rise Advisors
New York
$7.55K +$5.32K +197 +212%
PPC
785
Park Place Capital
Alabama
$7.35K – – –
CFG
786
Copley Financial Group
California
$7.27K -$49.5K -1,833 -87%
TRCT
787
Tower Research Capital (TRC)
New York
$7.12K -$171K -6,339 -96%
LI
788
LRI Investments
Florida
$6.8K -$14.1K -522 -67%
HIA
789
Harbor Investment Advisory
Maryland
$5.87K – – –
HHGA
790
Halbert Hargrove Global Advisors
California
$5.79K +$5.99K +222 New
NMG
791
New Millennium Group
Utah
$5.47K – – –
SC
792
SouthState Corp
Florida
$5.24K – – –
SWM
793
Sugarloaf Wealth Management
Georgia
$5.08K – – –
AAP
794
Arax Advisory Partners
Colorado
$5.05K +$54 +2 +1%
RJA
795
Ross\Johnson & Associates
Minnesota
$5.05K +$5.24K +194 New
RCM
796
Richardson Capital Management
Wisconsin
$5K +$5.7K +211 New
BFPW
797
BOK Financial Private Wealth
Colorado
$4.85K – – –
LDB
798
Lee, Danner & Bass
Tennessee
$4.04K +$4.18K +155 New
BAM
799
Bellevue Asset Management
Washington
$3.99K – – –
PWMG
800
Private Wealth Management Group
New Jersey
$3.52K – – –
30 31
32
33 34