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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
126
Domani Wealth
Pennsylvania
$2.45M +$36.4K +1,968 +2%
SCA
127
Stonebridge Capital Advisors
Minnesota
$2.38M -$1.83K -99 -0.1%
BFM
128
Broadview Financial Management
Wisconsin
$2.37M +$227K +12,264 +11%
FAN
129
Financial Advisors Network
California
$2.25M +$857K +46,362 +60%
BWP
130
Bernardo Wealth Planning
Pennsylvania
$2.23M +$218K +11,814 +11%
KWM
131
Kingsview Wealth Management
Oregon
$2.22M +$225K +12,171 +11%
BCWM
132
Bartlett & Co Wealth Management
Ohio
$2.14M +$3.05K +165 +0.1%
BC
133
Bartlett & Co
Ohio
$2.13M +$3.05K +165 +0.1%
AG
134
Advisor Group
Arizona
$2.12M +$345K +18,660 +20%
DAS
135
Dynamic Advisor Solutions
Arizona
$2.12M -$53.2K -2,880 -2%
FWM
136
Focused Wealth Management
New York
$2.11M -$370K -20,028 -15%
GHA
137
GW Henssler & Associates
Georgia
$2.09M +$161K +8,700 +8%
V
138
Veritable
Delaware
$2.07M – – –
BP
139
BBR Partners
New York
$2.05M – – –
DP
140
DDD Partners
Washington
$1.93M +$19.6K +1,059 +1%
PGA
141
Premia Global Advisors
Florida
$1.92M -$3.18M -171,783 -63%
EWA
142
EP Wealth Advisors
California
$1.92M +$352K +19,047 +23%
AI
143
Atria Investments
North Carolina
$1.91M -$9.05M -489,654 -82%
AA
144
Apriem Advisors
California
$1.9M -$2.77K -150 -0.1%
BCP
145
Blackhawk Capital Partners
Wisconsin
$1.89M +$525K +28,428 +39%
NCM
146
Northwest Capital Management
Oregon
$1.87M -$63.5K -3,435 -3%
PWMG
147
Prestige Wealth Management Group
New Jersey
$1.85M -$121K -6,528 -6%
WA
148
WESPAC Advisors
California
$1.81M – – –
FAIM
149
Financial Advocates Investment Management
Washington
$1.79M +$622K +33,648 +54%
EGWAG
150
Elwood & Goetz Wealth Advisory Group
Georgia
$1.76M -$33.9K -1,836 -2%
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