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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
201
Moneywise Inc
Virginia
$228K +$1.07K +60 +0.5%
VIA
202
Vantage Investment Advisors
Pennsylvania
$225K +$13.5K +759 +7%
AWM
203
Avior Wealth Management
Nebraska
$225K +$33.5K +1,884 +18%
HK
204
Horizon Kinetics
New York
$217K – – –
EA
205
Elm Advisors
California
$208K +$203K +11,400 New
WIA
206
Westbourne Investment Advisors
Maryland
$207K +$202K +11,340 New
CAM
207
Carret Asset Management
New York
$204K +$199K +11,190 New
EWM
208
Edge Wealth Management
New York
$203K +$30.7K +1,728 +18%
CA
209
Cambridge Advisors
Nebraska
$200K +$195K +10,986 New
ASN
210
Advisory Services Network
Georgia
$190K -$427 -24 -0.2%
FRA
211
Front Row Advisors
California
$158K +$154K +8,667 New
VFA
212
Valeo Financial Advisors
Indiana
$156K -$22.2K -1,245 -13%
SWP
213
Strategic Wealth Partners
Ohio
$154K +$155K +8,706 New
AWA
214
Acorn Wealth Advisors
Michigan
$152K +$146K +8,232 New
EK
215
Evensky & Katz
Florida
$146K +$1.55K +87 +1%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$145K – – –
KJWM
217
Kiley Juergens Wealth Management
Washington
$140K +$137K +7,704 New
RCG
218
Ruggie Capital Group
Florida
$122K -$13.3K -750 -10%
MGIA
219
Moneta Group Investment Advisors
Missouri
$116K +$114K +6,387 New
MDCM
220
Morgan Dempsey Capital Management
Wisconsin
$115K +$112K +6,300 New
FAAS
221
First Allied Advisory Services
California
$113K -$168K -9,450 -60%
WCM
222
Whitener Capital Management
North Carolina
$113K +$110K +6,210 New
TCM
223
Tradewinds Capital Management
Washington
$111K -$13K -729 -11%
SA
224
SRH Advisors
Kansas
$110K -$374 -21 -0.3%
IF
225
Ironwood Financial
Arizona
$106K -$801 -45 -0.8%
7 8
9
10 11