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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
176
SeaCrest Wealth Management
New York
$4.54M -$181K -6,686 -4%
LFP
177
Leeward Financial Partners
Washington
$4.42M +$87.3K +3,232 +2%
AF
178
Allworth Financial
California
$4.38M +$2.26M +83,628 +107%
DWM
179
Dakota Wealth Management
Florida
$4.36M +$203K +7,530 +5%
EFG
180
Embree Financial Group
Illinois
$4.32M -$59.4K -2,201 -1%
MWM
181
Meridian Wealth Management
Kentucky
$4.26M -$163K -6,029 -4%
VBWMG
182
Von Berge Wealth Management Group
California
$4.1M -$7.89M -292,215 -66%
LWM
183
Lighthouse Wealth Management
Ohio
$4.05M +$4.19M +155,295 New
AFTS
184
American Financial & Tax Strategies
New York
$4.05M -$4.56K -169 -0.1%
AWS
185
Atria Wealth Solutions
New York
$4.02M +$2.14M +79,185 +106%
ACA
186
Affinity Capital Advisors
California
$4M -$66.4K -2,461 -2%
EFG
187
Everhart Financial Group
Ohio
$3.97M -$37.7K -1,396 -0.9%
LJAC
188
L.J. Altfest & Co
New York
$3.93M +$3.12M +115,741 +329%
EWA
189
EP Wealth Advisors
California
$3.88M -$195K -7,241 -5%
WA
190
Waterford Advisors
New York
$3.86M -$27 -1 -0%
PPH
191
Pure Portfolios Holdings
Oregon
$3.78M +$422K +15,643 +12%
BBPWM
192
Blue Bell Private Wealth Management
Pennsylvania
$3.77M -$66.2K -2,453 -2%
TC
193
TownSquare Capital
Utah
$3.77M -$220K -8,141 -5%
BCM
194
Brookstone Capital Management
Illinois
$3.7M +$824K +30,506 +27%
RIA
195
Retirement Investment Advisors
Oklahoma
$3.7M +$34.3K +1,272 +0.9%
CAWM
196
Capital Advisors Wealth Management
Washington
$3.69M +$212K +7,853 +6%
MSFS
197
Main Street Financial Solutions
Pennsylvania
$3.68M +$64.8K +2,402 +2%
QC
198
Quadrature Capital
United Kingdom
$3.67M +$3.81M +140,952 New
ZRP
199
Zynergy Retirement Planning
New Jersey
$3.59M -$2.41M -89,422 -67%
WIA
200
Westbourne Investment Advisors
Maryland
$3.5M +$475K +17,576 +15%
6 7
8
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