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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
151
EP Wealth Advisors
California
$3.35M -$23.6K -1,041 -0.7%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$3.28M -$36.4K -1,605 -1%
BWM
153
BerganKDV Wealth Management
Minnesota
$3.26M -$1.13M -49,881 -26%
SWM
154
Sculati Wealth Management
Michigan
$3.25M +$31K +1,365 +1%
NSAM
155
North Star Asset Management
Wisconsin
$3.23M +$80.3K +3,540 +3%
PAS
156
Park Avenue Securities
New York
$3.2M +$562K +24,792 +21%
SFG
157
Sovereign Financial Group
Connecticut
$3.15M – – –
ACG
158
Allen Capital Group
Nebraska
$3.13M -$102K -4,512 -3%
CI
159
Conning Inc
Connecticut
$3.13M -$1.26M -55,371 -29%
NWS
160
Newport Wealth Strategies
California
$3.11M +$352K +15,510 +13%
DP
161
DDD Partners
Washington
$3.05M +$308K +13,575 +11%
PWM
162
Perigon Wealth Management
California
$3.03M +$397K +17,478 +15%
AA
163
Apriem Advisors
California
$3M +$304K +13,410 +11%
MMHP
164
Murphy Middleton Hinkle & Parker
Georgia
$2.96M +$444K +19,560 +18%
VFIC
165
Valley Forge Investment Consultants
Pennsylvania
$2.91M +$492K +21,675 +20%
EFG
166
Everhart Financial Group
Ohio
$2.79M -$132K -5,826 -5%
BDF
167
Black Diamond Financial
Maryland
$2.76M +$23.3K +1,029 +0.9%
CM
168
Columbus Macro
Pennsylvania
$2.75M -$321K -14,169 -11%
PFA
169
Pure Financial Advisors
California
$2.75M -$62.8K -2,769 -2%
PAG
170
Private Advisor Group
New Jersey
$2.65M +$596K +26,250 +29%
FA
171
Fagan Associates
New York
$2.59M +$166K +7,335 +7%
WSTAM
172
Wilbanks Smith & Thomas Asset Management
Virginia
$2.59M +$13.7K +606 +0.5%
VC
173
Veery Capital
Delaware
$2.57M -$376K -16,557 -13%
SDWMA
174
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.52M +$132K +5,802 +6%
FANJ
175
Financial Architects (New Jersey)
New Jersey
$2.48M -$92.4K -4,071 -4%
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