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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
826
West Paces Advisors
Georgia
$192K – – –
VNA
827
Valley National Advisers
Pennsylvania
$187K -$2.27K -73 -1%
MWA
828
Medallion Wealth Advisors
Connecticut
$169K +$405 +13 +0.2%
SIS
829
Strategic Investment Solutions
Illinois
$168K +$156 +5 +0.1%
HHGA
830
Halbert Hargrove Global Advisors
California
$162K – – –
AIA
831
Arcadia Investment Advisors
Idaho
$161K – – –
HFS
832
Hantz Financial Services
Michigan
$155K +$7.07K +227 +5%
MIA
833
MeadowBrook Investment Advisors
Michigan
$150K -$3.12K -100 -2%
CAM
834
Costello Asset Management
Pennsylvania
$145K +$405 +13 +0.3%
LWM
835
Lodestone Wealth Management
Washington
$145K +$218 +7 +0.1%
GWANC
836
Guardian Wealth Advisors (North Carolina)
North Carolina
$143K +$146K +4,699 New
AAP
837
Arax Advisory Partners
Colorado
$143K +$91.3K +2,929 +166%
PTC
838
Private Trust Company
Ohio
$141K +$779 +25 +0.5%
ATPW
839
Ashton Thomas Private Wealth
Arizona
$139K +$142K +4,571 New
KSB
840
Kennebec Savings Bank
Maine
$138K -$106K -3,388 -43%
TCM
841
TD Capital Management
Tennessee
$136K +$654 +21 +0.5%
AG
842
AmeriFlex Group
Nevada
$131K +$374 +12 +0.3%
RWM
843
Raffa Wealth Management
District of Columbia
$130K – – –
NEWAS
844
N.E.W. Advisory Services
Wisconsin
$128K +$93.5K +3,000 +254%
GG
845
Gleason Group
Kentucky
$127K +$130K +4,176 New
PB
846
Pinnacle Bancorp
Nebraska
$121K -$10.2K -328 -8%
LBC
847
Lowe Brockenbrough & Co
Virginia
$120K – – –
RF
848
Robbins Farley
New Hampshire
$117K -$93 -3 -0.1%
OA
849
Operose Advisors
Wisconsin
$113K +$90.8K +2,915 +369%
RFP
850
Root Financial Partners
California
$112K +$12.1K +389 +12%
32 33
34
35 36