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Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
901
Hollencrest Capital Management
California
$30.4K – – –
SGFG
902
Silver Grove Financial Group
New York
$29.3K +$29.9K +959 New
JHCP
903
Jackson Hole Capital Partners
Oklahoma
$27.4K -$8.41K -270 -23%
DIP
904
DT Investment Partners
Pennsylvania
$27.3K – – –
JWM
905
JPL Wealth Management
Colorado
$27K +$27.6K +885 New
DPW
906
DiNuzzo Private Wealth
Pennsylvania
$26.7K – – –
AWM
907
Abound Wealth Management
Tennessee
$26.4K – – –
3FI
908
3 Factor Indexing
California
$26.3K +$26.8K +861 New
HWM
909
Horizons Wealth Management
North Carolina
$25.6K – – –
FGAM
910
Financial Gravity Asset Management
Texas
$25.3K – – –
SA
911
Scarborough Advisors
Maryland
$22.4K +$22.9K +735 New
TWD
912
True Wealth Design
Ohio
$21.4K +$21.9K +702 New
TCM
913
Tradewinds Capital Management
Washington
$20.1K – – –
RFG
914
REAP Financial Group
Texas
$19.5K -$51.7K -1,660 -72%
AFC
915
Ares Financial Consulting
California
$19K +$62 +2 +0.3%
OWP
916
ORG Wealth Partners
Texas
$18K – – –
CWA
917
Carolina Wealth Advisors
South Carolina
$17.7K +$498 +16 +3%
MWC
918
MBM Wealth Consultants
Missouri
$17.6K +$17.9K +576 New
FPB
919
First PREMIER Bank
South Dakota
$16K – – –
MSG
920
Main Street Group
Virginia
$15.2K +$15.5K +499 New
JFG
921
JDM Financial Group
Texas
$14.7K – – –
WSA
922
Wealth Science Advisors
Georgia
$14.1K +$14.9K +477 New
EWM
923
Evolution Wealth Management
Florida
$13.9K – – –
TLFA
924
True Link Financial Advisors
California
$13.9K +$14.2K +456 New
PS
925
Pinney & Scofield
Massachusetts
$13.6K +$62 +2 +0.5%
35 36
37
38 39