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Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
876
N.E.W. Advisory Services
Wisconsin
$146K – – –
PB
877
Pinnacle Bancorp
Nebraska
$139K – – –
IA
878
IFG Advisory
Georgia
$136K +$54.2K +1,645 +72%
LBC
879
Lowe Brockenbrough & Co
Virginia
$136K – – –
FCT
880
First Community Trust
Iowa
$125K +$79K +2,397 +202%
HR
881
Howe & Rusling
New York
$123K +$527 +16 +0.5%
NG
882
NWK Group
California
$123K – – –
NAC
883
NI Acquisitions Company
Pennsylvania
$120K +$32.6K +990 New
KFP
884
Kerr Financial Planning
California
$118K +$527 +16 +0.5%
GFA
885
Godfrey Financial Associates
New York
$113K +$14.8K +450 +17%
CBT
886
Crews Bank & Trust
Florida
$111K – – –
FWA
887
Flagship Wealth Advisors
Massachusetts
$109K +$104K +3,144 New
MHR
888
Matthew Hamilton Rosenberg
$104K – – –
CNBTD
889
Citizens National Bank Trust Department
Mississippi
$103K – – –
PIP
890
Peachtree Investment Partners
Florida
$101K +$33 +1 +0%
KA
891
Kozak & Associates
Colorado
$100K +$428 +13 +0.4%
CFB
892
Cullen/Frost Bankers
Texas
$90.1K +$85.3K +2,589 New
EK
893
Evensky & Katz
Florida
$90K -$16.5K -502 -16%
SC
894
SouthState Corp
Florida
$88.9K +$362 +11 +0.4%
SA
895
SRH Advisors
Kansas
$86.5K – – –
IFWM
896
Institute for Wealth Management
Colorado
$82K +$77.6K +2,355 New
OA
897
Operose Advisors
Wisconsin
$81.1K -$45.3K -1,374 -37%
HFS
898
Horizon Financial Services
North Carolina
$78.1K – – –
CT
899
Caldwell Trust
Florida
$77.8K – – –
SRCM
900
Signature Resources Capital Management
California
$77.5K – – –
34 35
36
37 38