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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
476
Bigelow Investment Advisors
Maine
– -$516K -25,773 Closed
JWCA
477
J.W. Cole Advisors
Florida
– -$475K -23,718 Closed
SFM
478
Signet Financial Management
New Jersey
– -$458K -22,848 Closed
TF
479
Trek Financial
Arizona
– -$445K -22,230 Closed
WPW
480
Waldron Private Wealth
Pennsylvania
– -$431K -21,555 Closed
TC
481
Tatro Capital
Kentucky
– -$403K -20,124 Closed
SW
482
SkyOak Wealth
Michigan
– -$398K -19,875 Closed
SQA
483
Simon Quick Advisors
New Jersey
– -$387K -19,329 Closed
PS
484
Portfolio Solutions
Michigan
– -$383K -19,134 Closed
IWM
485
IHT Wealth Management
Illinois
– -$352K -17,577 Closed
WAM
486
Wealthspire Advisors (Maryland)
Maryland
– -$337K -16,809 Closed
SFG
487
SNS Financial Group
Minnesota
– -$331K -16,494 Closed
OC
488
Oarsman Capital
Wisconsin
– -$297K -14,814 Closed
RC
489
Roundview Capital
New Jersey
– -$294K -14,691 Closed
VWM
490
Venturi Wealth Management
Texas
– -$265K -13,200 Closed
AI
491
Atria Investments
North Carolina
– -$253K -12,621 Closed
KIA
492
KCM Investment Advisors
California
– -$252K -12,570 Closed
SWM
493
Segment Wealth Management
Texas
– -$249K -12,402 Closed
YWP
494
YorkBridge Wealth Partners
New York
– -$246K -12,300 Closed
PIMG
495
Patriot Investment Management Group
Tennessee
– -$238K -11,910 Closed
IF
496
IRON Financial
Illinois
– -$233K -11,634 Closed
PFA
497
Pathway Financial Advisors
Vermont
– -$232K -11,460 Closed
SHJ
498
Sharkey, Howes & Javer
Colorado
– -$227K -11,316 Closed
AWMF
499
Arbor Wealth Management (Florida)
Florida
– -$223K -11,106 Closed
LC
500
Landaas & Company
Wisconsin
– -$218K -10,860 Closed
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