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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
126
Retirement Guys Formula
Ohio
$5.59M +$859K +36,300 +18%
NRI
127
NFP Retirement Inc
California
$5.59M +$44.5K +1,881 +0.8%
AAS
128
Avantax Advisory Services
Texas
$5.56M +$271K +11,460 +5%
FFP
129
Forbes Financial Planning
Rhode Island
$5.54M +$422K +17,829 +8%
SWA
130
Stratos Wealth Advisors
Ohio
$5.46M -$432K -18,261 -7%
AIP
131
Almanack Investment Partners
Pennsylvania
$5.32M -$6.7M -283,158 -56%
HWM
132
HB Wealth Management
Georgia
$5.29M +$419K +17,712 +9%
FAIM
133
Financial Advocates Investment Management
Washington
$5.25M +$426K +17,991 +9%
BDWCC
134
B&D White Capital Company
Texas
$5.21M -$154K -6,519 -3%
IFS
135
Ifrah Financial Services
Arkansas
$5.19M -$9.09K -384 -0.2%
GWM
136
GSB Wealth Management
Connecticut
$5.14M +$895K +37,815 +21%
CG
137
Colony Group
Massachusetts
$5.13M +$2.35M +99,375 +85%
SWM
138
SeaCrest Wealth Management
New York
$5.05M -$66.5K -2,808 -1%
SS
139
Sunbelt Securities
Texas
$5.05M +$133K +5,634 +3%
RJA
140
Raymond James & Associates
Florida
$4.96M +$2.33M +98,589 +90%
ACA
141
Affinity Capital Advisors
California
$4.92M -$133K -5,634 -3%
CMP
142
Courage Miller Partners
Virginia
$4.82M +$133K +5,613 +3%
GPFA
143
Game Plan Financial Advisors
Ohio
$4.63M -$21.1K -891 -0.5%
SF
144
Summit Financial
New Jersey
$4.6M -$70K -2,955 -2%
IA
145
IFP Advisors
Florida
$4.44M +$3.52M +148,689 +153%
CA
146
Continuum Advisory
Idaho
$4.38M +$4.76K +201 +0.1%
ECG
147
Edge Capital Group
Georgia
$4.38M +$385K +16,272 +10%
EWA
148
EP Wealth Advisors
California
$4.28M +$640K +27,024 +18%
SCA
149
Stonebridge Capital Advisors
Minnesota
$4.24M +$185K +7,815 +5%
SFG
150
StrategIQ Financial Group
Indiana
$4.17M -$3.41K -144 -0.1%
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6
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