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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
176
AJ Wealth Strategies
New York
$1.55M -$146K -7,536 -9%
PWA
177
Providence Wealth Advisors
Illinois
$1.53M +$91.5K +4,722 +7%
AF
178
Advisornet Financial
Minnesota
$1.51M +$72.5K +3,744 +5%
ATWA
179
Arbor Trust Wealth Advisors
Michigan
$1.5M +$1.45M +74,970 New
AFP
180
Ausdal Financial Partners
Iowa
$1.49M -$60.8K -3,138 -4%
CAM
181
Concorde Asset Management
Michigan
$1.48M +$1.1K +57 +0.1%
SBL
182
Sargent Bickham Lagudis
Colorado
$1.44M -$111K -5,745 -7%
ADL
183
Asset Dedication LLC
California
$1.43M +$50.7K +2,619 +4%
WDL
184
Well Done LLC
Michigan
$1.42M – – –
RJFSA
185
Raymond James Financial Services Advisors
Florida
$1.42M -$22.4K -1,155 -2%
PAG
186
Private Advisor Group
New Jersey
$1.41M -$192K -9,891 -12%
FWM
187
Frontier Wealth Management
Missouri
$1.4M -$99K -5,109 -7%
TIM
188
Total Investment Management
Arizona
$1.39M +$12.3K +636 +0.9%
GSWM
189
Golden State Wealth Management
California
$1.39M +$1.35M +69,483 New
FAG
190
Financial Advisory Group
Texas
$1.36M – – –
BSW
191
Buckingham Strategic Wealth
Missouri
$1.34M +$92.2K +4,758 +8%
NCM
192
Northwest Capital Management
Oregon
$1.3M -$662K -34,140 -34%
SPC
193
Sigma Planning Corp
Michigan
$1.3M +$6.1K +315 +0.5%
MMHP
194
Murphy Middleton Hinkle & Parker
Georgia
$1.29M +$91.9K +4,743 +8%
CCM
195
Carlson Capital Management
Minnesota
$1.28M +$106K +5,490 +9%
BCWM
196
Blue Chip Wealth Management
Florida
$1.27M +$16.2K +837 +1%
GG
197
GenWealth Group
New Jersey
$1.27M +$295K +15,246 +32%
MAM
198
Marquette Asset Management
Minnesota
$1.27M – – –
AIS
199
American Investment Services
Massachusetts
$1.26M – – –
ACI
200
Alpha Cubed Investments
California
$1.24M – – –
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