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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
151
Advisor Group
Arizona
$1.73M +$532K +29,955 +46%
RRC
152
Relaxing Retirement Coach
Massachusetts
$1.69M -$343K -19,320 -17%
SPI
153
Santori & Peters Inc
Pennsylvania
$1.67M +$107K +6,045 +7%
AF
154
Advisornet Financial
Minnesota
$1.66M +$43.7K +2,463 +3%
WI
155
Wintrust Investments
Illinois
$1.64M +$90.8K +5,118 +6%
AWS
156
AJ Wealth Strategies
New York
$1.61M – – –
CIAS
157
Capital Investment Advisory Services
North Carolina
$1.59M +$14.2K +798 +0.9%
MWA
158
MFA Wealth Advisors
Pennsylvania
$1.57M -$161K -9,069 -10%
EWA
159
EP Wealth Advisors
California
$1.52M +$175K +9,876 +13%
CCA
160
Clearwater Capital Advisors
Illinois
$1.42M -$39.2K -2,211 -3%
CAM
161
Concorde Asset Management
Michigan
$1.41M -$16.9K -951 -1%
FWM
162
Frontier Wealth Management
Missouri
$1.41M -$17.3K -975 -1%
FAN
163
Financial Advisors Network
California
$1.35M +$1.37M +76,953 New
AFP
164
Ausdal Financial Partners
Iowa
$1.33M +$123K +6,945 +11%
BCP
165
Blackhawk Capital Partners
Wisconsin
$1.32M -$104K -5,856 -7%
PWA
166
Providence Wealth Advisors
Illinois
$1.32M +$78K +4,395 +7%
WIC
167
Whitegate Investment Counselors
New Hampshire
$1.31M +$15.3K +861 +1%
TYCC
168
Texas Yale Capital Corp
Florida
$1.3M +$628K +35,355 +98%
WDL
169
Well Done LLC
Michigan
$1.29M +$171K +9,621 +16%
PI
170
Parkside Investments
Illinois
$1.25M +$239K +13,455 +24%
MAM
171
Marquette Asset Management
Minnesota
$1.25M -$27.8K -1,566 -2%
FAG
172
Financial Advisory Group
Texas
$1.24M -$95.8K -5,400 -7%
MWM
173
Merriman Wealth Management
Washington
$1.23M +$1.19M +67,113 New
TIM
174
Total Investment Management
Arizona
$1.2M -$37.2K -2,094 -3%
AIS
175
American Investment Services
Massachusetts
$1.14M +$7.45K +420 +0.7%
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