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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
151
Conning Inc
Connecticut
$3.32M +$245K +10,599 +8%
BWM
152
BerganKDV Wealth Management
Minnesota
$3.31M +$91.7K +3,963 +3%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$3.28M +$46.2K +1,998 +1%
SWM
154
Sculati Wealth Management
Michigan
$3.25M +$37.5K +1,620 +1%
MAS
155
Managed Account Services
Florida
$3.24M -$214K -9,270 -6%
PAS
156
Park Avenue Securities
New York
$3.2M +$47.5K +2,052 +1%
PWM
157
Perigon Wealth Management
California
$3.19M +$204K +8,835 +7%
NSAM
158
North Star Asset Management
Wisconsin
$3.18M -$7.43K -321 -0.2%
AA
159
Apriem Advisors
California
$3.13M +$175K +7,560 +6%
RCIM
160
Red Cedar Investment Management
Michigan
$3.11M +$3.2M +138,354 New
NWS
161
Newport Wealth Strategies
California
$3.11M +$38.3K +1,656 +1%
SFG
162
Sovereign Financial Group
Connecticut
$3.06M -$200K -8,667 -6%
ACA
163
Atlas Capital Advisors
Wyoming
$3.05M +$683K +29,517 +28%
MMHP
164
Murphy Middleton Hinkle & Parker
Georgia
$3.04M +$121K +5,244 +4%
ACG
165
Allen Capital Group
Nebraska
$3.03M -$66.6K -2,877 -2%
GB
166
Gunma Bank
Japan
$2.9M +$1.04M +45,000 +54%
DP
167
DDD Partners
Washington
$2.83M -$184K -7,974 -6%
BWL
168
Bogart Wealth LLC
Virginia
$2.74M +$600K +25,917 +27%
PFA
169
Pure Financial Advisors
California
$2.68M -$40.3K -1,743 -1%
QAM
170
QCI Asset Management
New York
$2.63M +$397K +17,181 +17%
WSTAM
171
Wilbanks Smith & Thomas Asset Management
Virginia
$2.58M +$21.2K +918 +0.8%
EFG
172
Everhart Financial Group
Ohio
$2.52M -$234K -10,104 -8%
VC
173
Veery Capital
Delaware
$2.52M -$17.6K -759 -0.7%
CM
174
Columbus Macro
Pennsylvania
$2.5M -$224K -9,693 -8%
FA
175
Fagan Associates
New York
$2.5M -$65.9K -2,850 -3%
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