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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FLFS
826
Family Legacy Financial Solutions
North Carolina
$18K +$17.1K +650 New
WCM
827
Winthrop Capital Management
Indiana
$17K – – –
OWP
828
ORG Wealth Partners
Texas
$16.5K – – –
RWM
829
RMG Wealth Management
Wisconsin
$15.3K +$14.3K +545 New
SC
830
Stephens Consulting
Michigan
$14.8K – – –
FPB
831
First PREMIER Bank
South Dakota
$14K – – –
CWA
832
Carolina Wealth Advisors
South Carolina
$13.6K +$736 +28 +6%
JFG
833
JDM Financial Group
Texas
$13.4K – – –
AUB
834
Atlantic Union Bankshares
Virginia
$12.9K +$12.3K +468 New
FHA
835
First Horizon Advisors
Tennessee
$12.7K – – –
EWM
836
Evolution Wealth Management
Florida
$12.6K +$12K +456 New
PS
837
Pinney & Scofield
Massachusetts
$12.2K +$53 +2 +0.5%
AIC
838
Archer Investment Corporation
Indiana
$11.3K – – –
PIP
839
Peachtree Investment Partners
Florida
$10.9K -$91.9K -3,497 -90%
RF
840
Rossby Financial
Florida
$10.4K – – –
DRP
841
Decker Retirement Planning
Utah
$9.88K +$9.38K +357 New
MBFW
842
Morton Brown Family Wealth
Pennsylvania
$9.79K – – –
GWSG
843
GPS Wealth Strategies Group
Colorado
$9.71K – – –
OP
844
ORG Partners
Indiana
$9.1K – – –
CA
845
Crewe Advisors
Utah
$9K +$26 +1 +0.3%
SWP
846
Strategic Wealth Partners
Ohio
$8.63K +$8.2K +312 New
AWM
847
Aberdeen Wealth Management
Illinois
$8.3K – – –
CMA
848
Cedar Mountain Advisors
Oregon
$8.27K – – –
PPC
849
Park Place Capital
Alabama
$7.88K – – –
RJA
850
Ross\Johnson & Associates
Minnesota
$7.84K +$1.39K +53 +23%
32 33
34
35 36