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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
126
Whitaker-Myers Wealth Managers
Ohio
$5.93M +$5.4M +218,535 +1,010%
RWM
127
RKL Wealth Management
Pennsylvania
$5.9M -$301K -12,201 -5%
IWC
128
Integrated Wealth Concepts
Massachusetts
$5.62M -$2.79M -112,899 -33%
OCM
129
One Capital Management
California
$5.61M -$266K -10,782 -5%
SFA
130
Sequoia Financial Advisors
Ohio
$5.57M -$819K -33,144 -13%
VWA
131
Visionary Wealth Advisors
Illinois
$5.56M -$295K -11,940 -5%
IFS
132
Ifrah Financial Services
Arkansas
$5.49M -$59.6K -2,412 -1%
PFWA
133
Paces Ferry Wealth Advisors
Georgia
$5.42M -$116K -4,710 -2%
PSCM
134
Per Stirling Capital Management
Texas
$5.4M +$217K +8,802 +4%
SF
135
Safeguard Financial
Wisconsin
$5.36M +$729K +29,517 +16%
CI
136
Conning Inc
Connecticut
$5.33M +$3.32M +134,250 +165%
RL
137
Retireful LLC
Michigan
$5.31M +$5.31M +214,956 New
LTL
138
Lowery Thomas LLC
California
$5.23M +$97.8K +3,957 +2%
MMHP
139
Murphy Middleton Hinkle & Parker
Georgia
$5.17M +$366K +14,805 +8%
GWS
140
Glassman Wealth Services
Virginia
$5.15M -$92.1K -3,726 -2%
CAG
141
Curtis Advisory Group
California
$5.06M -$27.8K -1,125 -0.5%
DB
142
Dravo Bay
Delaware
$5.04M +$215K +8,685 +4%
WA
143
Waverly Advisors
Alabama
$4.96M +$188K +7,620 +4%
GPFA
144
Game Plan Financial Advisors
Ohio
$4.91M +$147K +5,964 +3%
SF
145
Summit Financial
New Jersey
$4.86M +$3.61M +145,950 +295%
WRPWM
146
Werba Rubin Papier Wealth Management
California
$4.79M -$4.67K -189 -0.1%
NDSI
147
Newman Dignan & Sheerar Inc
Rhode Island
$4.72M -$428K -17,322 -8%
PFA
148
Petra Financial Advisors
Colorado
$4.68M +$145K +5,862 +3%
VC
149
Veery Capital
Delaware
$4.67M +$1.32M +53,424 +39%
RDIA
150
RE Dickinson Investment Advisors
Iowa
$4.52M +$341K +13,818 +8%
4 5
6
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