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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
701
WealthSource Partners
California
– -$1.13M -51,768 Closed
DACG
702
Donor Advised Charitable Giving
California
– -$772K -35,316 Closed
BFO
703
Biltmore Family Office
North Carolina
– -$676K -30,903 Closed
BAM
704
Belpointe Asset Management
Nevada
– -$514K -23,517 Closed
NEPWA
705
New England Private Wealth Advisors
Massachusetts
– -$440K -20,127 Closed
AAS
706
Ameritas Advisory Services
Nebraska
– -$406K -18,291 Closed
PWM
707
PRW Wealth Management
Massachusetts
– -$293K -13,248 Closed
TSS
708
Two Sigma Securities
New York
– -$247K -11,307 Closed
USCWA
709
U.S. Capital Wealth Advisors
Texas
– -$247K -11,304 Closed
SWM
710
Shakespeare Wealth Management
Wisconsin
– -$219K -10,038 Closed
FCBT
711
First Citizens Bank & Trust
North Carolina
– -$215K -9,813 Closed
FFA
712
First Foundation Advisors
California
– -$212K -9,711 Closed
FCM
713
Firestone Capital Management
Florida
– -$206K -9,438 Closed
GVAG
714
Great Valley Advisor Group
Delaware
– -$205K -9,393 Closed
ASFA
715
All Season Financial Advisors
Colorado
– -$205K -9,360 Closed
SIG
716
Stonegate Investment Group
Alabama
– -$204K -9,318 Closed
TWA
717
TCI Wealth Advisors
Arizona
– -$151K -6,912 Closed
CF
718
Centaurus Financial
California
– -$121K -5,541 Closed
BWP
719
Baldwin Wealth Partners
Massachusetts
– -$76.1K -3,480 Closed
CIA
720
Cascade Investment Advisors
Oregon
– -$44.3K -2,025 Closed
MAWCM
721
Mine & Arao Wealth Creation & Management
California
– -$42.8K -1,956 Closed
TAM
722
Townsend Asset Management
North Carolina
– -$42.6K -1,947 Closed
TCWA
723
Ten Capital Wealth Advisors
Washington
– -$27.3K -1,251 Closed
OIA
724
Optimum Investment Advisors
Illinois
– -$21.6K -990 Closed
FA
725
Fortis Advisors
Pennsylvania
– -$21.2K -972 Closed
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30