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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
126
Smith Anglin Financial
Texas
$4.98M -$201K -9,222 -4%
GWS
127
Glassman Wealth Services
Virginia
$4.89M -$100K -4,599 -2%
BAM
128
Berkshire Asset Management
Pennsylvania
$4.81M +$258K +11,799 +6%
RA
129
Riversedge Advisors
Delaware
$4.75M +$28K +1,284 +0.6%
ACA
130
Affinity Capital Advisors
California
$4.69M -$286K -13,116 -6%
MWM
131
Meridian Wealth Management
Kentucky
$4.67M +$84.1K +3,852 +2%
WRPWM
132
Werba Rubin Papier Wealth Management
California
$4.66M +$51.2K +2,346 +1%
CFGS
133
Concourse Financial Group Securities
Alabama
$4.63M +$565K +25,875 +14%
IFS
134
Ifrah Financial Services
Arkansas
$4.63M +$42.9K +1,965 +1%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$4.58M +$115K +5,247 +3%
CA
136
Cetera Advisors
Colorado
$4.57M -$71.9K -3,291 -2%
HWM
137
HB Wealth Management
Georgia
$4.53M -$181K -8,298 -4%
SWM
138
SeaCrest Wealth Management
New York
$4.44M -$113K -5,193 -3%
RDIA
139
RE Dickinson Investment Advisors
Iowa
$4.39M +$70.7K +3,237 +2%
BCI
140
Brinker Capital Investments
Pennsylvania
$4.32M +$3.36M +153,897 +392%
OPS
141
Orion Portfolio Solutions
Nebraska
$4.32M +$3.36M +153,897 +392%
FAM
142
Family Asset Management
South Carolina
$4.31M -$231K -10,584 -5%
SF
143
Summit Financial
New Jersey
$4.24M +$85.6K +3,921 +2%
MFG
144
MidWestOne Financial Group
Iowa
$4.21M +$140K +6,411 +4%
SF
145
Safeguard Financial
Wisconsin
$4.2M +$42.6K +1,953 +1%
SCA
146
Stonebridge Capital Advisors
Minnesota
$4.1M +$49.8K +2,280 +1%
SFG
147
StrategIQ Financial Group
Indiana
$4.1M +$91.4K +4,188 +2%
CA
148
Continuum Advisory
Idaho
$4.09M +$30K +1,374 +0.8%
AAS
149
Avantax Advisory Services
Texas
$4.03M +$170K +7,788 +5%
SWM
150
Sculati Wealth Management
Michigan
$3.98M +$184K +8,421 +5%
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6
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