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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
801
CVFG LLC
Indiana
$239K
WMN
802
Wealth Management Nebraska
Nebraska
$237K
SIC
803
Salem Investment Counselors
North Carolina
$236K
PMSA
804
Patrick M. Sweeney & Associates
Illinois
$235K +$222K +6,749 New
CAG
805
Crestwood Advisors Group
Massachusetts
$235K
AP
806
Appleton Partners
Massachusetts
$234K -$10K -304 -4%
FVIM
807
Fort Vancouver Investment Management
Washington
$234K
PS
808
Planned Solutions
California
$233K +$221K +6,696 New
PFS
809
Prospera Financial Services
Texas
$233K +$220K +6,690 New
Legacy Financial Group (Iowa)
810
Legacy Financial Group (Iowa)
Iowa
$231K +$988 +30 +0.5%
FFA
811
First Foundation Advisors
California
$230K -$9.59K -291 -4%
FA
812
FSA Advisors
Michigan
$229K -$4.25K -129 -2%
MFWP
813
Mosaic Family Wealth Partners
Missouri
$228K +$216K +6,554 New
SI
814
Saxon Interests
Texas
$228K +$216K +6,552 New
CGFA
815
Colton Groome Financial Advisors
North Carolina
$228K +$216K +6,546 New
PA
816
PFG Advisors
Arizona
$226K -$2.37K -72 -1%
ACM
817
Alpha Capital Management
Texas
$225K +$213K +6,472 New
CCM
818
Chilton Capital Management
Texas
$223K
RFA
819
Resurgent Financial Advisors
Georgia
$222K -$113K -3,442 -35%
VA
820
VestGen Advisors
Illinois
$221K -$231 -7 -0.1%
LB
821
Legacy Bridge
Iowa
$221K
BA
822
Blueline Advisors
New Hampshire
$221K
PE
823
PCM Encore
Colorado
$220K +$208K +6,310 New
WPA
824
West Paces Advisors
Georgia
$219K
FNBOMD
825
First National Bank of Mount Dora
Florida
$219K +$208K +6,300 New