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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
151
Wilbanks Smith & Thomas Asset Management
Virginia
$2.5M -$457K -24,471 -16%
VC
152
Veery Capital
Delaware
$2.46M +$2.31M +123,702 New
BFM
153
Broadview Financial Management
Wisconsin
$2.44M -$60.2K -3,219 -3%
BDF
154
Black Diamond Financial
Maryland
$2.36M +$78.7K +4,209 +4%
ACG
155
Allen Capital Group
Nebraska
$2.3M +$669K +35,784 +45%
DP
156
DDD Partners
Washington
$2.27M +$85.9K +4,593 +4%
FANJ
157
Financial Architects (New Jersey)
New Jersey
$2.25M -$117K -6,267 -5%
FA
158
Fagan Associates
New York
$2.19M +$200K +10,680 +11%
FAIM
159
Financial Advocates Investment Management
Washington
$2.15M +$319K +17,055 +19%
FWM
160
Focused Wealth Management
New York
$2.11M +$4.15K +222 +0.2%
WIC
161
Woodmont Investment Counsel
Tennessee
$2.08M – – –
ATWA
162
Arbor Trust Wealth Advisors
Michigan
$2.07M +$245K +13,098 +14%
PWM
163
Perigon Wealth Management
California
$2.04M +$173K +9,255 +10%
AFS
164
Annapolis Financial Services
Maryland
$1.99M +$1.87M +100,017 New
NRI
165
NFP Retirement Inc
California
$1.93M +$309K +16,548 +21%
ACA
166
Atlas Capital Advisors
Wyoming
$1.92M -$45K -2,409 -2%
VFIC
167
Valley Forge Investment Consultants
Pennsylvania
$1.91M +$1.8M +96,462 New
BWM
168
BCS Wealth Management
Tennessee
$1.88M -$4.21K -225 -0.2%
NCM
169
Northwest Capital Management
Oregon
$1.84M +$745K +39,852 +76%
WIC
170
Whitegate Investment Counselors
New Hampshire
$1.78M +$1.35K +72 +0.1%
PAG
171
Private Advisor Group
New Jersey
$1.77M +$365K +19,536 +28%
PAS
172
Park Avenue Securities
New York
$1.76M +$465K +24,873 +39%
DSC
173
Duncker Streett & Co
Missouri
$1.72M +$164K +8,778 +11%
MMA
174
Miracle Mile Advisors
California
$1.71M -$367K -19,617 -19%
MMHP
175
Murphy Middleton Hinkle & Parker
Georgia
$1.71M +$219K +11,709 +16%
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