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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
876
Burk Holdings
Oklahoma
$61.2K +$62.5K +2,007 New
AP
877
Advisortrust Partners
North Carolina
$58K +$59.3K +1,903 New
AA
878
Ancora Advisors
Ohio
$57.9K – – –
PK
879
Pflug Koory
Nebraska
$53.4K – – –
IWS
880
Intentional Wealth Strategies
Colorado
$52.7K +$53.8K +1,728 New
VWM
881
Vermillion Wealth Management
Minnesota
$49.5K -$12.4K -398 -20%
KFI
882
Key Financial Inc
Pennsylvania
$49.4K – – –
MIM
883
MTM Investment Management
South Carolina
$49.4K -$14.5K -466 -22%
AWA
884
Acumen Wealth Advisors
Tennessee
$48.5K – – –
SWA
885
Strategic Wealth Advisors
Arizona
$46K +$23.2K +746 +96%
BCM
886
Blume Capital Management
California
$45.8K – – –
WCM
887
Winthrop Capital Management
Indiana
$43K +$24.9K +800 +131%
MSFP
888
Mark Sheptoff Financial Planning
Connecticut
$41.5K – – –
FCT
889
Family Capital Trust
Massachusetts
$39.1K -$561 -18 -1%
WETS
890
Wealth Enhancement Trust Services
South Dakota
$38.5K – – –
T
891
Tidemark
California
$36.6K – – –
ME
892
McIlrath & Eck
Washington
$36.5K – – –
FCT
893
First Community Trust
Iowa
$36.2K – – –
CFO
894
CVA Family Office
Colorado
$34K -$9.35K -300 -21%
RDFA
895
Ritter Daniher Financial Advisory
Ohio
$33.3K -$1.12K -36 -3%
VCM
896
Versant Capital Management
Arizona
$33.2K – – –
PFM
897
Phillips Financial Management
Indiana
$32.5K -$30.3K -973 -48%
GSEP
898
Golden State Equity Partners
California
$32K +$32.7K +1,048 New
DI
899
DAGCO Inc
Ohio
$31.8K – – –
HCM
900
Hollencrest Capital Management
California
$30.4K – – –
34 35
36
37 38