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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
426
Aspen Investment Management
Michigan
– -$241K -13,200 Closed
ACM
427
AlphaStar Capital Management
North Carolina
– -$204K -11,205 Closed
PIMG
428
Patriot Investment Management Group
Tennessee
– -$201K -11,043 Closed
CA
429
Cetera Advisors
Colorado
– -$126K -6,861 Closed
RWM
430
Raffa Wealth Management
District of Columbia
– -$83.1K -4,554 Closed
KPW
431
Kore Private Wealth
New York
– -$46K -2,547 Closed
CFB
432
Cullen/Frost Bankers
Texas
– -$38K -2,085 Closed
MIM
433
Macroview Investment Management
Maryland
– -$36K -1,983 Closed
FNC
434
First National Corp
Massachusetts
– -$32K -1,758 Closed
WCM
435
WealthBridge Capital Management
Ohio
– -$28K -1,500 Closed
PFGIA
436
Patriot Financial Group Insurance Agency
Massachusetts
– -$23K -1,284 Closed
LWCFA
437
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$21K -1,167 Closed
KL
438
KWMG LLC
Kansas
– -$20K -1,116 Closed
AIA
439
Alera Investment Advisors
Illinois
– -$11K -615 Closed
RFC
440
Regions Financial Corp
Alabama
– -$7K -360 Closed
MFW
441
Mosaic Family Wealth
Missouri
– -$2K -105 Closed
DAM
442
Delta Asset Management
Tennessee
– +$55 +3 New
PO
443
Private Ocean
California
– +$388 +21 New
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