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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
751
NewSquare Capital
Pennsylvania
$315
FFA
752
Founders Financial Alliance
North Carolina
$304 +$288 +12 New
SWA
753
SOA Wealth Advisors
New York
$122
OLVIG
754
Oliver Lagore Vanvalin Investment Group
Michigan
$78 +$72 +3 New
IHWM
755
Iron Horse Wealth Management
Iowa
$76
CPG
756
Cornerstone Planning Group
New Jersey
$74
PIP
757
Peachtree Investment Partners
Florida
$28
HighTower Advisors
758
HighTower Advisors
Illinois
-$61.5M -2,630,346 Closed
BA
759
Brightwater Advisory
Florida
-$7.24M -355,377 Closed
BHB
760
Bank Hapoalim BM
Israel
-$7.43M -318,000 Closed
RL
761
Retireful LLC
Michigan
-$6.3M -269,403 Closed
Bank of New York Mellon
762
Bank of New York Mellon
New York
-$5M -214,188 Closed
MWM
763
Meridian Wealth Management
Kentucky
-$3.98M -170,253 Closed
CCM
764
Carlson Capital Management
Minnesota
-$1.57M -67,077 Closed
SW
765
SteelPeak Wealth
California
-$1.4M -59,763 Closed
SJIC
766
St. James Investment Company
Texas
-$1.39M -59,370 Closed
KA
767
Kovack Advisors
Florida
-$779K -33,354 Closed
AFAS
768
Acorn Financial Advisory Services
Virginia
-$587K -25,203 Closed
SAG
769
SageView Advisory Group
California
-$526K -22,227 Closed
DWP
770
Destiny Wealth Partners
Florida
-$443K -19,089 Closed
WWM
771
Western Wealth Management
Colorado
-$418K -17,904 Closed
CIC
772
Carnegie Investment Counsel
Ohio
-$331K -14,178 Closed
Wolverine Trading
773
Wolverine Trading
Illinois
-$257K -10,983 Closed
CWM
774
Curi Wealth Management
North Carolina
-$241K -10,314 Closed
RAG
775
RIA Advisory Group
Iowa
-$278K -10,062 Closed