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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
151
Safeguard Financial
Wisconsin
$4.55M +$470K +21,729 +12%
TWM
152
Thrive Wealth Management
Pennsylvania
$4.45M -$497K -22,974 -10%
MWM
153
Meridian Wealth Management
Kentucky
$4.42M -$165K -7,605 -4%
BWL
154
Bogart Wealth LLC
Virginia
$4.35M +$811K +37,443 +23%
GPFA
155
Game Plan Financial Advisors
Ohio
$4.24M -$7.4K -342 -0.2%
FAM
156
Family Asset Management
South Carolina
$4.22M +$4.15M +191,763 New
CFGS
157
Concourse Financial Group Securities
Alabama
$4.21M +$464K +21,429 +13%
CG
158
Colony Group
Massachusetts
$4.19M -$420K -19,419 -9%
CA
159
Continuum Advisory
Idaho
$4.19M +$36.8K +1,698 +0.9%
TWP
160
Transparent Wealth Partners
Arkansas
$4.08M +$446K +20,610 +13%
SF
161
Summit Financial
New Jersey
$4.05M -$80.4K -3,714 -2%
PSCM
162
Per Stirling Capital Management
Texas
$4.04M +$3.98M +183,717 New
CAG
163
Compass Advisory Group
New York
$4.04M -$79K -3,651 -2%
SFG
164
StrategIQ Financial Group
Indiana
$3.9M +$13.6K +630 +0.4%
SCA
165
Stonebridge Capital Advisors
Minnesota
$3.86M +$14.7K +681 +0.4%
PFA
166
Petra Financial Advisors
Colorado
$3.84M +$3.78M +174,564 New
PIA
167
Panoramic Investment Advisors
Colorado
$3.78M +$3.71M +171,597 New
VBWMG
168
Von Berge Wealth Management Group
California
$3.76M +$134K +6,174 +4%
SWM
169
Sculati Wealth Management
Michigan
$3.74M +$101K +4,650 +3%
ECG
170
Edge Capital Group
Georgia
$3.71M +$9.42K +435 +0.3%
FWM
171
Fortress Wealth Management
California
$3.66M -$454K -20,952 -11%
BBPWM
172
Blue Bell Private Wealth Management
Pennsylvania
$3.66M -$88.5K -4,089 -2%
AAS
173
Avantax Advisory Services
Texas
$3.62M -$881K -40,716 -20%
EWA
174
EP Wealth Advisors
California
$3.5M -$375K -17,325 -10%
MMHP
175
Murphy Middleton Hinkle & Parker
Georgia
$3.49M +$25.1K +1,158 +0.7%
5 6
7
8 9