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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Abound Wealth Management
Tennessee
$30.1K – – –
SIM
927
Sims Investment Management
Ohio
$29.2K +$27.6K +838 New
FGC
928
Financial Gravity Companies
Texas
$28.9K +$27.4K +831 New
GSEP
929
Golden State Equity Partners
California
$25.2K -$10.7K -325 -31%
TWD
930
True Wealth Design
Ohio
$24.4K – – –
CJ
931
Caitlin John
Michigan
$24.4K +$23.1K +700 New
VL
932
Vima LLC
Michigan
$23.7K +$22.5K +682 New
SWA
933
Strategic Wealth Advisors
Arizona
$23K -$24.6K -746 -49%
TCM
934
Tradewinds Capital Management
Washington
$23K – – –
BF
935
Brooklyn FI
New York
$22.7K +$21.9K +664 New
RFG
936
REAP Financial Group
Texas
$22.4K +$66 +2 +0.3%
AFC
937
Ares Financial Consulting
California
$21.7K +$66 +2 +0.3%
CWA
938
Carolina Wealth Advisors
South Carolina
$21K +$758 +23 +4%
OWP
939
ORG Wealth Partners
Texas
$20.6K – – –
AWA
940
Acumen Wealth Advisors
Tennessee
$18.4K -$34.9K -1,059 -67%
JFG
941
JDM Financial Group
Texas
$18.3K +$1.38K +42 +9%
FPB
942
First PREMIER Bank
South Dakota
$18K – – –
HWP
943
Highline Wealth Partners
California
$17.4K +$16.5K +500 New
EWM
944
Evolution Wealth Management
Florida
$15.9K – – –
PS
945
Pinney & Scofield
Massachusetts
$15.6K +$66 +2 +0.4%
MCA
946
McGuire Capital Advisors
Oklahoma
$15.1K – – –
AF
947
Align Financial
Minnesota
$13.1K – – –
MSG
948
Main Street Group
Virginia
$12.6K -$4.51K -137 -27%
MBFW
949
Morton Brown Family Wealth
Pennsylvania
$12.3K – – –
HPC
950
HM Payson & Co
Maine
$12K – – –
36 37
38
39 40