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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
201
Carret Asset Management
New York
$229K +$33K +1,800 +16%
JA
202
JOYN Advisors
Georgia
$228K -$190K -10,365 -44%
MCP
203
Mirador Capital Partners
California
$227K -$188K -10,263 -44%
IWM
204
IHT Wealth Management
Illinois
$227K -$10.2K -555 -4%
S
205
SignatureFD
Georgia
$225K -$47.8K -2,610 -17%
BCP
206
Blackhawk Capital Partners
Wisconsin
$220K +$228K +12,465 +34,625%
HK
207
Horizon Kinetics
New York
$210K – – –
WIA
208
Westbourne Investment Advisors
Maryland
$206K +$6.32K +345 +3%
TIM
209
Thompson Investment Management
Wisconsin
$205K +$213K +11,649 New
EA
210
Elm Advisors
California
$201K – – –
ADL
211
Asset Dedication LLC
California
$200K +$204K +11,127 +4,469%
ASN
212
Advisory Services Network
Georgia
$184K – – –
APA
213
American Portfolios Advisors
New York
$181K -$763K -41,664 -80%
MGIA
214
Moneta Group Investment Advisors
Missouri
$179K +$69.6K +3,801 +60%
MI
215
Moneywise Inc
Virginia
$174K -$48.8K -2,661 -21%
SWP
216
Strategic Wealth Partners
Ohio
$168K +$15.4K +843 +10%
FRA
217
Front Row Advisors
California
$154K +$1.04K +57 +0.7%
FA
218
Fortis Advisors
Pennsylvania
$152K +$136K +7,449 +622%
AWA
219
Acorn Wealth Advisors
Michigan
$148K +$1.92K +105 +1%
EK
220
Evensky & Katz
Florida
$143K +$1.65K +90 +1%
NWM
221
Northwest Wealth Management
Iowa
$139K +$145K +7,890 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$128K -$12.6K -687 -9%
KCPG
223
Kavar Capital Partners Group
Kansas
$117K +$122K +6,636 New
VFA
224
Valeo Financial Advisors
Indiana
$111K -$41.4K -2,262 -26%
TCM
225
Tradewinds Capital Management
Washington
$107K +$440 +24 +0.4%
7 8
9
10 11