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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
776
Versant Capital Management
Arizona
$66.5K -$1.85K -65 -3%
HFS
777
Horizon Financial Services
North Carolina
$65.3K – – –
CT
778
Caldwell Trust
Florida
$65.1K – – –
SRCM
779
Signature Resources Capital Management
California
$64.8K – – –
HDIM
780
Hanson & Doremus Investment Management
Vermont
$63K – – –
TFGT
781
TS Financial Group (TSFG)
Illinois
$61K – – –
UFPG
782
United Financial Planning Group
New York
$61K +$59.5K +2,095 New
MIM
783
MTM Investment Management
South Carolina
$60.7K – – –
JFA
784
JNBA Financial Advisors
Minnesota
$60.2K – – –
PFM
785
Phillips Financial Management
Indiana
$59.4K – – –
VWM
786
Vermillion Wealth Management
Minnesota
$58.5K -$2.1K -74 -4%
PC
787
Promus Capital
Illinois
$57.9K – – –
SWM
788
Spire Wealth Management
Virginia
$53.3K -$28 -1 -0.1%
PK
789
Pflug Koory
Nebraska
$51.2K +$28 +1 +0.1%
RFG
790
REAP Financial Group
Texas
$48.1K +$47K +1,654 New
KFI
791
Key Financial Inc
Pennsylvania
$47.3K – – –
BCM
792
Blume Capital Management
California
$43.7K – – –
WTC
793
WhitTier Trust Company
Nevada
$43.5K +$7.16K +252 +20%
NG
794
NWK Group
California
$41.2K – – –
CFO
795
CVA Family Office
Colorado
$41K +$142 +5 +0.4%
HWM
796
Horizons Wealth Management
North Carolina
$38.5K -$12.9K -454 -26%
FCT
797
Family Capital Trust
Massachusetts
$37.8K – – –
MSFP
798
Mark Sheptoff Financial Planning
Connecticut
$37.1K – – –
AWM
799
Abound Wealth Management
Tennessee
$36.4K +$8.52K +300 +32%
T
800
Tidemark
California
$34.9K – – –
30 31
32
33 34