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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
876
ORG Wealth Partners
Texas
$17.5K – – –
CWA
877
Carolina Wealth Advisors
South Carolina
$16.7K +$1.49K +51 +10%
FPB
878
First PREMIER Bank
South Dakota
$15K – – –
JFG
879
JDM Financial Group
Texas
$14.3K – – –
EWM
880
Evolution Wealth Management
Florida
$13.5K – – –
PS
881
Pinney & Scofield
Massachusetts
$13.1K +$58 +2 +0.5%
MCA
882
McGuire Capital Advisors
Oklahoma
$12.9K +$12.7K +435 New
EA
883
Evolution Advisers
Virginia
$12K +$12.3K +420 New
PIP
884
Peachtree Investment Partners
Florida
$11.8K +$58 +2 +0.5%
SC
885
Stephens Consulting
Michigan
$11.6K – – –
AF
886
Align Financial
Minnesota
$11.1K +$325K +11,104 New
RF
887
Rossby Financial
Florida
$10.7K – – –
MBFW
888
Morton Brown Family Wealth
Pennsylvania
$10.5K – – –
CA
889
Crewe Advisors
Utah
$9.74K +$58 +2 +0.6%
OP
890
ORG Partners
Indiana
$9.64K – – –
FDW
891
Fourth Dimension Wealth
Ohio
$9.12K +$4.38K +150 +95%
AWM
892
Aberdeen Wealth Management
Illinois
$8.88K – – –
CMA
893
Cedar Mountain Advisors
Oregon
$8.85K – – –
AUB
894
Atlantic Union Bankshares
Virginia
$8.59K – – –
CFP
895
Comprehensive Financial Planning
Pennsylvania
$8.53K – – –
PPL
896
Planning Project LLC
Texas
$8.45K +$8.33K +285 New
PPC
897
Park Place Capital
Alabama
$8.35K – – –
AP
898
Atwood & Palmer
Missouri
$8K – – –
LI
899
LRI Investments
Florida
$7.73K – – –
TBFA
900
Three Bearings Fiduciary Advisors
New Hampshire
$7.68K +$7.22K +247 New
34 35
36
37 38