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Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
901
Hanson & Doremus Investment Management
Vermont
$76K – – –
TFGT
902
TS Financial Group (TSFG)
Illinois
$73K – – –
JFA
903
JNBA Financial Advisors
Minnesota
$72K – – –
BH
904
Burk Holdings
Oklahoma
$69.9K – – –
PS
905
Planning Strategies
Pennsylvania
$68.5K +$64.8K +1,968 New
RF
906
Robbins Farley
New Hampshire
$66.2K -$63.7K -1,935 -50%
AA
907
Ancora Advisors
Ohio
$66.1K – – –
PK
908
Pflug Koory
Nebraska
$60.9K +$33 +1 +0.1%
BCM
909
Blume Capital Management
California
$57.4K +$4.94K +150 +10%
KFI
910
Key Financial Inc
Pennsylvania
$56.4K – – –
MIM
911
MTM Investment Management
South Carolina
$56.4K – – –
VWM
912
Vermillion Wealth Management
Minnesota
$52K -$4.25K -129 -8%
AW
913
Avion Wealth
Texas
$52K +$49.4K +1,499 New
WCM
914
Winthrop Capital Management
Indiana
$49K – – –
DF
915
Downshift Financial
Colorado
$47.5K +$44.9K +1,363 New
FCT
916
Family Capital Trust
Massachusetts
$44.6K – – –
MSFP
917
Mark Sheptoff Financial Planning
Connecticut
$44.4K – – –
WETS
918
Wealth Enhancement Trust Services
South Dakota
$44K – – –
T
919
Tidemark
California
$41.8K – – –
CFO
920
CVA Family Office
Colorado
$38.9K +$99 +3 +0.3%
VCM
921
Versant Capital Management
Arizona
$38.1K +$165 +5 +0.5%
RDFA
922
Ritter Daniher Financial Advisory
Ohio
$38K – – –
TFA
923
Transamerica Financial Advisors
Florida
$37.3K +$35.2K +1,070 New
HCM
924
Hollencrest Capital Management
California
$34.7K – – –
SGFG
925
Silver Grove Financial Group
New York
$33.8K +$428 +13 +1%
35 36
37
38 39