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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
451
Sonora Investment Management
Arizona
$1K
SW
452
SVB Wealth
Massachusetts
$1K
CA
453
Clearstead Advisors
Ohio
$1K +$1.21K +66 New
CFFP
454
Center for Financial Planning
Michigan
$1K +$1.54K +84 New
PFG
455
Piershale Financial Group
Illinois
-$17.3M -864,135 Closed
ECML
456
Eagle Capital Management (Louisiana)
Louisiana
-$8.91M -444,690 Closed
RA
457
Riversedge Advisors
Delaware
-$4.98M -248,526 Closed
BWA
458
BlueSky Wealth Advisors
North Carolina
-$4.76M -236,874 Closed
JFGLC
459
Johnson Financial Group LLC (Colorado)
Colorado
-$3.35M -167,301 Closed
BCP
460
Blackhawk Capital Partners
Wisconsin
-$2.77M -146,769 Closed
HA
461
HC Advisors
Georgia
-$2.88M -143,913 Closed
Bank of New York Mellon
462
Bank of New York Mellon
New York
-$2.54M -126,741 Closed
IAA
463
Independent Advisor Alliance
North Carolina
-$2.28M -113,907 Closed
BAAM
464
Baker Avenue Asset Management
California
-$2.06M -102,600 Closed
WI
465
Wintrust Investments
Illinois
-$1.84M -91,785 Closed
EGWAG
466
Elwood & Goetz Wealth Advisory Group
Georgia
-$1.73M -86,508 Closed
GSWM
467
Golden State Wealth Management
California
-$1.39M -69,483 Closed
AOWM
468
Alpha Omega Wealth Management
Virginia
-$1.21M -60,294 Closed
Renaissance Technologies
469
Renaissance Technologies
New York
-$1.15M -57,300 Closed
MWA
470
MFA Wealth Advisors
Pennsylvania
-$1.08M -53,874 Closed
BAM
471
Belpointe Asset Management
Nevada
-$762K -38,019 Closed
IIC
472
Integrated Investment Consultants
Michigan
-$688K -34,341 Closed
NWS
473
Newport Wealth Strategies
California
-$684K -34,311 Closed
MWM
474
MinichMacGregor Wealth Management
New York
-$636K -31,764 Closed
RIA
475
Regal Investment Advisors
Michigan
-$571K -28,503 Closed