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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
126
Glassman Wealth Services
Virginia
$4.72M +$22.8K +1,014 +0.5%
IFS
127
Ifrah Financial Services
Arkansas
$4.58M +$137K +6,087 +3%
SAF
128
Smith Anglin Financial
Texas
$4.57M -$224K -9,975 -4%
MFG
129
MidWestOne Financial Group
Iowa
$4.5M +$473K +21,072 +11%
WA
130
WBH Advisory
Maryland
$4.38M -$1.65M -73,371 -26%
HWM
131
HB Wealth Management
Georgia
$4.35M -$5.53K -246 -0.1%
AAS
132
Avantax Advisory Services
Texas
$4.3M +$446K +19,839 +11%
SWM
133
SeaCrest Wealth Management
New York
$4.29M +$29.6K +1,320 +0.7%
RDIA
134
RE Dickinson Investment Advisors
Iowa
$4.29M +$73.4K +3,267 +2%
WRPWM
135
Werba Rubin Papier Wealth Management
California
$4.29M -$195K -8,694 -4%
ACA
136
Affinity Capital Advisors
California
$4.24M -$274K -12,186 -6%
PAS
137
Park Avenue Securities
New York
$4.14M -$1.51M -67,101 -26%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$4.07M -$343K -15,279 -7%
SF
139
Summit Financial
New Jersey
$4.03M -$51K -2,271 -1%
BCI
140
Brinker Capital Investments
Pennsylvania
$4M -$160K -7,104 -4%
OPS
141
Orion Portfolio Solutions
Nebraska
$4M -$160K -7,104 -4%
SFG
142
StrategIQ Financial Group
Indiana
$3.99M +$52.3K +2,328 +1%
SWM
143
Sculati Wealth Management
Michigan
$3.93M +$119K +5,307 +3%
PFA
144
Petra Financial Advisors
Colorado
$3.9M +$395K +17,589 +11%
PIA
145
Panoramic Investment Advisors
Colorado
$3.88M +$4.05M +180,441 New
AWM
146
AE Wealth Management
Kansas
$3.87M +$1.36M +60,549 +51%
SCA
147
Stonebridge Capital Advisors
Minnesota
$3.86M -$85K -3,783 -2%
PSCM
148
Per Stirling Capital Management
Texas
$3.85M +$126K +5,616 +3%
LIM
149
Leavell Investment Management
Alabama
$3.83M -$1.39M -61,977 -26%
SF
150
Safeguard Financial
Wisconsin
$3.82M -$222K -9,867 -5%
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6
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