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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
526
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$2K – – –
SIM
528
Sonora Investment Management
Arizona
$1K -$281K -13,470 -100%
CA
529
Clearstead Advisors
Ohio
$1K – – –
JFA
530
JNBA Financial Advisors
Minnesota
$1K – – –
NC
531
NewSquare Capital
Pennsylvania
$1K – – –
PCA
532
Providence Capital Advisors
North Carolina
$1K – – –
WWM
533
Wolff Wiese Magana
California
$1K – – –
BC
534
Burleson & Co
California
$1K +$500 +24 New
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$1K +$750 +36 New
EWM
536
Elmwood Wealth Management
California
$1K +$1.38K +66 New
FFN
537
Focus Financial Network
Minnesota
– -$20.5M -1,034,649 Closed
WIA
538
World Investment Advisors
California
– -$9.06M -434,460 Closed
OPS
539
Orion Portfolio Solutions
Nebraska
– -$6.63M -334,356 Closed
TNA
540
True North Advisors
Texas
– -$5.71M -287,766 Closed
SS
541
Simplicity Solutions
Minnesota
– -$4.77M -240,453 Closed
RCIM
542
Red Cedar Investment Management
Michigan
– -$4.61M -232,437 Closed
PPA
543
Parametric Portfolio Associates
Washington
– -$1.56M -78,546 Closed
AA
544
Argent Advisors
Louisiana
– -$1.48M -74,466 Closed
RIA
545
Regal Investment Advisors
Michigan
– -$649K -32,703 Closed
AFAS
546
Acorn Financial Advisory Services
Virginia
– -$588K -29,571 Closed
KP
547
Keel Point
Alabama
– -$508K -25,587 Closed
JWS
548
Juncture Wealth Strategies
Arizona
– -$393K -19,812 Closed
FI
549
FormulaFolio Investments
Michigan
– -$373K -18,774 Closed
CAM
550
Concorde Asset Management
Michigan
– -$354K -17,841 Closed
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