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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
AE Wealth Management
Kansas
$1.16M -$45.3K -2,469 -3%
AWS
177
AJ Wealth Strategies
New York
$1.14M +$2.42K +132 +0.2%
PWA
178
Providence Wealth Advisors
Illinois
$1.14M +$53.6K +2,925 +4%
SFG
179
StrategIQ Financial Group
Indiana
$1.12M +$342K +18,636 +32%
GG
180
GenWealth Group
New Jersey
$1.11M +$223K +12,174 +19%
CAM
181
Concorde Asset Management
Michigan
$1.11M +$22.5K +1,227 +2%
DSC
182
Duncker Streett & Co
Missouri
$1.11M -$47.8K -2,607 -3%
ACA
183
Atlas Capital Advisors
Wyoming
$1.1M -$882K -48,123 -39%
DW
184
Domani Wealth
Pennsylvania
$1.08M -$1.29M -70,632 -49%
BSW
185
Buckingham Strategic Wealth
Missouri
$1.08M +$112K +6,111 +9%
PAG
186
Private Advisor Group
New Jersey
$1.07M +$42.9K +2,340 +3%
AF
187
Advisornet Financial
Minnesota
$1.07M -$56.7K -3,093 -4%
TIM
188
Total Investment Management
Arizona
$1M -$30K -1,635 -2%
TRCT
189
Tower Research Capital (TRC)
New York
$991K +$388K +21,150 +46%
TSS
190
Two Sigma Securities
New York
$973K +$1.21M +65,946 New
SPC
191
Sigma Planning Corp
Michigan
$961K +$3.79K +207 +0.3%
MMHP
192
Murphy Middleton Hinkle & Parker
Georgia
$953K +$2.86K +156 +0.2%
AIS
193
American Investment Services
Massachusetts
$925K – – –
MAM
194
Marquette Asset Management
Minnesota
$913K -$24.8K -1,353 -2%
FAG
195
Financial Advisory Group
Texas
$911K -$115K -6,300 -9%
TIM
196
Tortoise Investment Management
New York
$906K +$484K +26,415 +75%
AWM
197
Aprio Wealth Management
Georgia
$902K +$723K +39,444 +182%
SBL
198
Sargent Bickham Lagudis
Colorado
$897K -$202K -11,043 -15%
CIAS
199
Capital Investment Advisory Services
North Carolina
$869K +$4.13K +225 +0.4%
NCM
200
Northwest Capital Management
Oregon
$841K -$147K -8,037 -12%
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