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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
776
Wolff Wiese Magana
California
$804 – – –
CA
777
Claris Advisors
Missouri
$643 +$616 +24 New
IF
778
Integrity Financial
Wyoming
$482 – – –
NC
779
NewSquare Capital
Pennsylvania
$414 +$77 +3 +25%
GGI
780
Godsey & Gibb Inc
Virginia
$402 – – –
FFA
781
Founders Financial Alliance
North Carolina
$321 – – –
MFA
782
Morling Financial Advisors
California
$292 – – –
PTC
783
Private Trust Company
Ohio
$241 -$9.71K -378 -98%
ACA
784
American Capital Advisory
Idaho
$161 -$6.24K -243 -98%
SWA
785
SOA Wealth Advisors
New York
$131 – – –
OLVIG
786
Oliver Lagore Vanvalin Investment Group
Michigan
$83 – – –
IHWM
787
Iron Horse Wealth Management
Iowa
$80 – – –
CPG
788
Cornerstone Planning Group
New Jersey
$80 +$77 +3 +50%
SFC
789
Strategic Financial Concepts
Texas
– -$1.17K -270,846 Closed
RL
790
Retireful LLC
Michigan
– -$5.31M -214,956 Closed
SW
791
Simplicity Wealth
New Jersey
– -$1.82M -73,638 Closed
FOA
792
Five Oceans Advisors
California
– -$1.67M -67,746 Closed
WPW
793
Watershed Private Wealth
Illinois
– -$1.3M -52,581 Closed
AGWCA
794
Annis Gardner Whiting Capital Advisors
Florida
– -$712K -28,668 Closed
FAM
795
Formidable Asset Management
Ohio
– -$651K -26,376 Closed
FPCP
796
Fort Point Capital Partners
California
– -$546K -22,119 Closed
CAP
797
Columbia Advisory Partners
Washington
– -$482K -19,539 Closed
SAI
798
Savvy Advisors Inc
New York
– -$455K -18,414 Closed
HCC
799
Hirtle Callaghan & Co
Pennsylvania
– -$388K -15,717 Closed
VA
800
Vident Advisory
Georgia
– -$386K -15,612 Closed
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