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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$3.81M -$18.1K -969 -0.5%
PV
102
Private Vista
Illinois
$3.8M -$10.5K -561 -0.3%
ECG
103
Edge Capital Group
Georgia
$3.72M +$14.3K +762 +0.4%
IFS
104
Ifrah Financial Services
Arkansas
$3.71M +$69.6K +3,720 +2%
I
105
INVST
Indiana
$3.63M -$8.82M -471,213 -71%
BCI
106
Brinker Capital Investments
Pennsylvania
$3.56M -$10.9K -585 -0.3%
IA
107
IFP Advisors
Florida
$3.55M +$3.51M +187,479 New
SC
108
Savant Capital
Illinois
$3.53M +$158K +8,418 +5%
NSAM
109
North Star Asset Management
Wisconsin
$3.44M -$902K -48,174 -21%
LC
110
LCNB Corp
Ohio
$3.42M +$168K +8,964 +5%
CMP
111
Courage Miller Partners
Virginia
$3.36M -$36K -1,923 -1%
LWAC
112
Laurel Wealth Advisors (California)
California
$3.34M +$834K +44,550 +34%
A
113
AdvicePeriod
California
$3.32M +$62K +3,315 +2%
ACG
114
Allen Capital Group
Nebraska
$3.22M -$2.69M -143,544 -45%
PA
115
Prism Advisors
California
$3.18M -$1.27M -67,866 -29%
BAM
116
Berkshire Asset Management
Pennsylvania
$3.14M -$749K -40,035 -19%
WP
117
WealthSource Partners
California
$3.11M +$2.08M +111,261 +208%
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
$2.92M -$65.5K -3,501 -2%
FAN
119
Financial Advisors Network
California
$2.85M +$511K +27,282 +22%
CFA
120
Cahill Financial Advisors
Minnesota
$2.85M +$170K +9,078 +6%
BCP
121
Blackhawk Capital Partners
Wisconsin
$2.77M +$859K +45,873 +45%
PCMC
122
Private Capital Management (Colorado)
Colorado
$2.73M +$6.57K +351 +0.2%
SFSG
123
Stearns Financial Services Group
North Carolina
$2.69M +$38.6K +2,064 +1%
KWM
124
Kingsview Wealth Management
Oregon
$2.69M +$444K +23,742 +20%
IAS
125
IMA Advisory Services
Colorado
$2.66M -$107K -5,691 -4%
3 4
5
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