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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
151
Financial Advocates Investment Management
Washington
$3.94M -$599K -27,813 -12%
GPFA
152
Game Plan Financial Advisors
Ohio
$3.76M +$48.1K +2,232 +1%
CA
153
Continuum Advisory
Idaho
$3.68M -$205K -9,543 -5%
SF
154
Summit Financial
New Jersey
$3.66M +$19.7K +915 +0.5%
FWM
155
Fortress Wealth Management
California
$3.65M -$598K -27,792 -13%
MPM
156
Meritage Portfolio Management
Kansas
$3.65M +$3.26M +151,398 +424%
SF
157
Safeguard Financial
Wisconsin
$3.61M +$611K +28,371 +18%
CAG
158
Compass Advisory Group
New York
$3.53M +$1.77M +82,290 +83%
MFT
159
Moisand Fitzgerald Tamayo
Florida
$3.48M -$286K -13,266 -7%
EWA
160
EP Wealth Advisors
California
$3.44M +$711K +33,012 +23%
SFG
161
StrategIQ Financial Group
Indiana
$3.44M -$11.2K -522 -0.3%
SCA
162
Stonebridge Capital Advisors
Minnesota
$3.41M -$45K -2,091 -1%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$3.32M +$219K +10,161 +6%
CFGS
164
Concourse Financial Group Securities
Alabama
$3.32M +$1.19M +55,152 +48%
ECG
165
Edge Capital Group
Georgia
$3.28M -$551K -25,611 -13%
SWM
166
Sculati Wealth Management
Michigan
$3.22M +$63.2K +2,937 +2%
TWP
167
Transparent Wealth Partners
Arkansas
$3.21M +$142K +6,618 +4%
CFA
168
Cahill Financial Advisors
Minnesota
$3.21M +$146K +6,804 +4%
VBWMG
169
Von Berge Wealth Management Group
California
$3.15M +$139K +6,462 +4%
BWL
170
Bogart Wealth LLC
Virginia
$3.13M +$109K +5,061 +3%
AC
171
Avant Capital
Louisiana
$3.07M +$125K +5,814 +4%
MMHP
172
Murphy Middleton Hinkle & Parker
Georgia
$3.07M +$203K +9,447 +6%
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$3.07M -$1.55K -72 -0%
GWA
174
GGM Wealth Advisors
Maryland
$3M +$2.97K +138 +0.1%
HAS
175
HBW Advisory Services
California
$2.92M +$3.22M +149,724 New
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