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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
851
IFC & Insurance Marketing
California
$38K +$38K +1,299 New
MSFP
852
Mark Sheptoff Financial Planning
Connecticut
$37.8K – – –
WETS
853
Wealth Enhancement Trust Services
South Dakota
$37.4K +$36.9K +1,263 New
T
854
Tidemark
California
$35.5K – – –
ME
855
McIlrath & Eck
Washington
$35.4K – – –
FCT
856
First Community Trust
Iowa
$35.2K – – –
NEWAS
857
N.E.W. Advisory Services
Wisconsin
$35K +$4.85K +166 +16%
TAM
858
Tucker Asset Management
Colorado
$34.8K +$6.11K +209 +22%
JHCP
859
Jackson Hole Capital Partners
Oklahoma
$34.6K – – –
RDFA
860
Ritter Daniher Financial Advisory
Ohio
$33.4K +$555 +19 +2%
VCM
861
Versant Capital Management
Arizona
$32.3K -$34.9K -1,193 -52%
DI
862
DAGCO Inc
Ohio
$30.8K – – –
HCM
863
Hollencrest Capital Management
California
$29.5K – – –
TPBG
864
Turning Point Benefit Group
Maryland
$27.2K -$303K -10,353 -92%
LWANC
865
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.1K +$26.7K +915 New
DIP
866
DT Investment Partners
Pennsylvania
$26.5K – – –
DPW
867
DiNuzzo Private Wealth
Pennsylvania
$25.9K – – –
AWM
868
Abound Wealth Management
Tennessee
$25.6K -$11.3K -387 -31%
HWM
869
Horizons Wealth Management
North Carolina
$24.8K -$14.1K -484 -37%
FGAM
870
Financial Gravity Asset Management
Texas
$24.6K – – –
OA
871
Operose Advisors
Wisconsin
$23.4K – – –
SWA
872
Strategic Wealth Advisors
Arizona
$23K +$22.8K +780 New
TCM
873
Tradewinds Capital Management
Washington
$19.5K – – –
AFC
874
Ares Financial Consulting
California
$18.3K +$18.1K +618 New
WCM
875
Winthrop Capital Management
Indiana
$18K – – –
33 34
35
36 37