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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
151
Vantage Investment Advisors
Pennsylvania
$90K +$53.6K +3,456 +153%
WA
152
Winfield Associates
Ohio
$85K – – –
RWM
153
Raffa Wealth Management
District of Columbia
$73K +$70.6K +4,554 New
SA
154
SRH Advisors
Kansas
$66K – – –
MFS
155
MSI Financial Services
Massachusetts
$66K +$46 +3 +0.1%
MDCM
156
Morgan Dempsey Capital Management
Wisconsin
$65K +$62.9K +4,059 New
BCM
157
Blume Capital Management
California
$62K +$60.2K +3,885 New
TAIM
158
TD Ameritrade Investment Management
Nebraska
$56K +$40.7K +2,625 +294%
GBBWRPM
159
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K +$279 +18 +0.9%
NFG
160
Next Financial Group
Texas
$32K – – –
BFEC
161
Benjamin F. Edwards & Company
Missouri
$30K – – –
PAI
162
Pittenger & Anderson Inc
Nebraska
$30K – – –
PSUF
163
People's United Financial
Connecticut
$28K – – –
PG
164
Patten Group
Tennessee
$27K +$976 +63 +4%
ACM
165
Armbruster Capital Management
New York
$24K +$930 +60 +4%
DADC
166
D.A. Davidson & Co
Montana
$21K +$20.5K +1,320 New
GRP
167
Global Retirement Partners
California
$18K +$16.9K +1,092 New
DBT
168
Dubuque Bank & Trust
Iowa
$9K – – –
FTUS
169
Flow Traders U.S.
New York
$9K – – –
AIM
170
Anchor Investment Management
South Carolina
$8.42K – – –
SWA
171
Sutton Wealth Advisors
Florida
$7.79K – – –
AIA
172
Armor Investment Advisors
North Carolina
$6K +$5.77K +372 New
BWA
173
Burt Wealth Advisors
Maryland
$5K – – –
PA
174
Parallel Advisors
California
$5K +$4.97K +321 New
CFD
175
Creative Financial Designs
Indiana
$3K +$2.6K +168 New
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