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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 -$90.7K -3,381 -2%
LFP
177
Leeward Financial Partners
Washington
$4.52M +$16.2K +604 +0.4%
RWM
178
RKL Wealth Management
Pennsylvania
$4.51M -$515K -19,206 -10%
GBFP
179
Golden Bell Financial Planning
Georgia
$4.51M -$259K -9,646 -5%
MWM
180
Meridian Wealth Management
Kentucky
$4.49M +$145K +5,397 +3%
EFG
181
Embree Financial Group
Illinois
$4.45M +$47.9K +1,786 +1%
NDSI
182
Newman Dignan & Sheerar Inc
Rhode Island
$4.37M -$395K -14,708 -8%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$4.33M +$585K +21,791 +15%
DAS
184
Dynamic Advisor Solutions
Arizona
$4.29M +$4.33M +161,217 New
CWM
185
Cadence Wealth Management
Massachusetts
$4.27M +$952K +35,471 +28%
LWM
186
Lighthouse Wealth Management
Ohio
$4.23M +$105K +3,897 +3%
EFG
187
Everhart Financial Group
Ohio
$4.09M +$39.1K +1,456 +1%
CAWM
188
Capital Advisors Wealth Management
Washington
$3.98M +$218K +8,133 +6%
VBWMG
189
Von Berge Wealth Management Group
California
$3.93M +$85.6K +3,189 +2%
TC
190
TownSquare Capital
Utah
$3.9M +$56.6K +2,108 +1%
WA
191
Waterford Advisors
New York
$3.88M -$61K -2,271 -2%
WIA
192
Westbourne Investment Advisors
Maryland
$3.87M +$301K +11,197 +8%
PFA
193
Pinnacle Family Advisors
Missouri
$3.86M +$1.87M +69,707 +92%
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$3.84M -$6.42K -239 -0.2%
RIA
195
Retirement Investment Advisors
Oklahoma
$3.83M +$62.9K +2,343 +2%
AFTS
196
American Financial & Tax Strategies
New York
$3.82M -$311K -11,578 -7%
EWA
197
EP Wealth Advisors
California
$3.77M -$189K -7,024 -5%
ACA
198
Affinity Capital Advisors
California
$3.77M -$38.6K -1,437 -0.9%
GFWA
199
Grey Fox Wealth Advisors
Delaware
$3.76M +$558K +20,797 +17%
WF
200
Warner Financial
Maryland
$3.64M +$224K +8,330 +6%
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