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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Elmwood Wealth Management
California
$1K
JP Morgan Chase
377
JP Morgan Chase
New York
$1K
SIM
378
Sonora Investment Management
Arizona
$1K
GWMIA
379
Global Wealth Management Investment Advisory
Florida
$1K +$1.33K +75 New
G
380
Gainplan
Michigan
-$30M -1,607,178 Closed
AG
381
Appleton Group
Wisconsin
-$9.97M -533,364 Closed
RAG
382
Roof Advisory Group
Pennsylvania
-$3.96M -212,091 Closed
DBRC
383
D.B. Root & Company
Pennsylvania
-$1.21M -64,800 Closed
SG Americas Securities
384
SG Americas Securities
New York
-$1M -53,658 Closed
RJFSA
385
Raymond James Financial Services Advisors
Florida
-$708K -37,860 Closed
LCC
386
Lincoln Capital Corp
Rhode Island
-$699K -37,368 Closed
UWM
387
USAdvisors Wealth Management
Minnesota
-$462K -24,702 Closed
Millennium Management
388
Millennium Management
New York
-$429K -22,968 Closed
Renaissance Technologies
389
Renaissance Technologies
New York
-$269K -14,400 Closed
IWM
390
IHT Wealth Management
Illinois
-$248K -13,242 Closed
Stifel Financial
391
Stifel Financial
Missouri
-$230K -12,357 Closed
BAM
392
Belpointe Asset Management
Nevada
-$229K -12,240 Closed
GP
393
Girard Partners
Pennsylvania
-$227K -12,147 Closed
HK
394
Horizon Kinetics
New York
-$223K -11,922 Closed
TFS
395
TrustCore Financial Services
Tennessee
-$222K -11,874 Closed
EA
396
Elm Advisors
California
-$213K -11,400 Closed
VDI
397
Vaughan David Investments
Illinois
-$210K -11,247 Closed
ONB
398
Old National Bancorp
Indiana
-$200K -10,722 Closed
MWPCG
399
Measured Wealth Private Client Group
New Hampshire
-$153K -8,172 Closed
KJWM
400
Kiley Juergens Wealth Management
Washington
-$145K -7,803 Closed