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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
776
Patton Albertson Miller Group
Tennessee
-$460K -18,177 Closed
Prudential Financial
777
Prudential Financial
New Jersey
-$436K -17,199 Closed
I
778
INVST
Indiana
-$381K -15,141 Closed
PWM
779
Penobscot Wealth Management
Maine
-$346K -13,668 Closed
CA
780
Claro Advisors
Massachusetts
-$306K -12,087 Closed
PWA
781
Physician Wealth Advisors
Utah
-$272K -11,355 Closed
EFN
782
Equita Financial Network
Pennsylvania
-$246K -9,711 Closed
SIG
783
Stonegate Investment Group
Alabama
-$233K -9,210 Closed
WMR
784
Wealth Management Resources
Rhode Island
-$227K -8,967 Closed
MFG
785
Magnus Financial Group
New York
-$212K -8,355 Closed
GLA
786
Good Life Advisors
Pennsylvania
-$203K -7,995 Closed
IFG
787
Independent Financial Group
California
-$201K -7,947 Closed
DWM
788
Destination Wealth Management
California
-$200K -7,911 Closed
HFBOT
789
Home Federal Bank of Tennessee
Tennessee
-$200K -7,905 Closed
GM
790
GeoWealth Management
Illinois
-$177K -6,993 Closed
FFWA
791
FRG Family Wealth Advisors
Washington
-$166K -6,861 Closed
MAM
792
MMA Asset Management
Pennsylvania
-$148K -5,844 Closed
AFWM
793
Abich Financial Wealth Management
Virginia
-$139K -5,487 Closed
IPW
794
Impact Partnership Wealth
Georgia
-$93.7K -3,699 Closed
FSWA
795
Financial Synergies Wealth Advisors
Texas
-$83.8K -3,309 Closed
NMM
796
Naples Money Management
Florida
-$67.9K -2,682 Closed
NIC
797
Northwest Investment Counselors
Oregon
-$62.9K -2,484 Closed
MIM
798
MTM Investment Management
South Carolina
-$56.6K -2,235 Closed
CA
799
CoreCap Advisors
Michigan
-$51.1K -2,019 Closed
GAA
800
Global Assets Advisory
Florida
-$44.3K -1,758 Closed