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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
651
TFO Wealth Partners
Ohio
– -$329K -13,878 Closed
FA
652
Fountainhead AM
New Jersey
– -$324K -13,275 Closed
BFPW
653
BOK Financial Private Wealth
Colorado
– -$299K -12,243 Closed
CWA
654
Centennial Wealth Advisory
Michigan
– -$275K -11,277 Closed
MAWAG
655
Mid-American Wealth Advisory Group
Missouri
– -$255K -10,434 Closed
TFA
656
Trinity Financial Advisors
Ohio
– -$248K -10,164 Closed
CCA
657
Clearwater Capital Advisors
Illinois
– -$246K -10,071 Closed
PA
658
PFG Advisors
Arizona
– -$246K -10,065 Closed
EA
659
Elm Advisors
California
– -$245K -10,050 Closed
SB
660
Strategic Blueprint
Georgia
– -$245K -10,026 Closed
SHA
661
Seneca House Advisors
Virginia
– -$231K -9,480 Closed
BRWA
662
B. Riley Wealth Advisors
Florida
– -$232K -9,438 Closed
KCPG
663
Kavar Capital Partners Group
Kansas
– -$229K -9,378 Closed
WP
664
WealthPLAN Partners
Nebraska
– -$220K -9,273 Closed
AWA
665
Aquire Wealth Advisors
Utah
– -$225K -9,210 Closed
IB
666
Intrust Bank
Kansas
– -$205K -8,385 Closed
MWM
667
Mission Wealth Management
California
– -$203K -8,310 Closed
LFS
668
Lutz Financial Services
Nebraska
– -$202K -8,277 Closed
IAA
669
Independent Advisor Alliance
North Carolina
– -$201K -8,238 Closed
GWM
670
Geneos Wealth Management
Colorado
– -$193K -7,914 Closed
TCWM
671
Total Clarity Wealth Management
Illinois
– -$189K -7,755 Closed
CCM
672
Chilton Capital Management
Texas
– -$156K -6,399 Closed
EVM
673
Eaton Vance Management
Massachusetts
– -$141K -5,772 Closed
CSWM
674
Cassady Schiller Wealth Management
Ohio
– -$93K -3,795 Closed
FFG
675
Ford Financial Group
California
– -$79K -3,240 Closed
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