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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
126
Safeguard Financial
Wisconsin
$8.1M +$598K +22,270 +8%
HSA
127
HBK Sorce Advisory
Pennsylvania
$7.82M +$133K +4,962 +2%
CKAIS
128
Christensen King & Associates Investment Services
Washington
$7.67M +$128K +4,778 +2%
TWP
129
Total Wealth Planning
Ohio
$7.58M -$200K -7,440 -3%
RWP
130
RWA Wealth Partners
Massachusetts
$7.48M +$54.5K +2,029 +0.7%
CMP
131
Courage Miller Partners
Virginia
$7.13M +$194K +7,210 +3%
MMHP
132
Murphy Middleton Hinkle & Parker
Georgia
$7.02M +$268K +9,999 +4%
IWA
133
IVC Wealth Advisors
Pennsylvania
$6.88M -$680K -25,327 -9%
IWC
134
Integrated Wealth Concepts
Massachusetts
$6.8M +$373K +13,907 +6%
CI
135
Conning Inc
Connecticut
$6.74M +$1.02M +37,928 +18%
EWA
136
Exencial Wealth Advisors
Oklahoma
$6.65M +$106K +3,933 +2%
CM
137
Columbus Macro
Pennsylvania
$6.64M -$136K -5,078 -2%
CAM
138
Cresset Asset Management
Illinois
$6.6M +$97.1K +3,618 +1%
GIA
139
Gladstone Institutional Advisory
Florida
$6.53M -$7.57K -282 -0.1%
TWM
140
Thrive Wealth Management
Pennsylvania
$6.39M -$633K -23,568 -9%
PSCM
141
Per Stirling Capital Management
Texas
$6.24M +$215K +8,025 +4%
FF
142
Friday Financial
Iowa
$6.2M +$124K +4,615 +2%
SFA
143
Sequoia Financial Advisors
Ohio
$6.12M +$351K +13,095 +6%
PMG
144
ProVise Management Group
Florida
$6.1M -$235K -8,762 -4%
BCI
145
Brinker Capital Investments
Pennsylvania
$6.09M -$983K -36,623 -14%
OPS
146
Orion Portfolio Solutions
Nebraska
$6.09M -$983K -36,623 -14%
PP
147
PrairieView Partners
Minnesota
$6.03M -$443K -16,518 -7%
BAM
148
Berkshire Asset Management
Pennsylvania
$6.02M -$1.29M -47,901 -17%
BCM
149
Brookstone Capital Management
Illinois
$5.93M +$2.17M +80,999 +57%
WRPWM
150
Werba Rubin Papier Wealth Management
California
$5.9M +$648K +24,161 +12%
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6
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