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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
801
Intrua Financial
Texas
-$371K -15,012 Closed
RA
802
RFG Advisory
Alabama
-$339K -13,743 Closed
IAIM
803
International Assets Investment Management
Florida
-$335K -13,566 Closed
MLA
804
My Legacy Advisors
Oregon
-$326K -13,221 Closed
EPM
805
Elm Partners Management
Pennsylvania
-$303K -12,285 Closed
CS
806
Crescent Sterling
Louisiana
-$278K -11,262 Closed
SB
807
Strategic Blueprint
Georgia
-$276K -11,196 Closed
CCM
808
Coldstream Capital Management
Washington
-$269K -10,893 Closed
LC
809
Landaas & Company
Wisconsin
-$268K -10,860 Closed
FFS
810
Founders Financial Securities
Maryland
-$259K -10,470 Closed
CFS
811
CRA Financial Services
New Jersey
-$234K -9,474 Closed
PAS
812
Park Avenue Securities
New York
-$201K -8,136 Closed
CCM
813
Cutler Capital Management
Massachusetts
-$180K -7,308 Closed
ATPW
814
Ashton Thomas Private Wealth
Arizona
-$109K -4,431 Closed
GI
815
Gradient Investments
Minnesota
-$50.1K -2,028 Closed
GT
816
Glenmede Trust
Pennsylvania
-$38.5K -1,560 Closed
MWM
817
Mascoma Wealth Management
New Hampshire
-$33K -1,335 Closed
FMP
818
Financial Management Professionals
Texas
-$21K -858 Closed
TSWM
819
Tyler-Stone Wealth Management
Ohio
-$13.2K -534 Closed
SFC
820
SYM Financial Corp
Indiana
-$11.8K -477 Closed
Bessemer Group
821
Bessemer Group
New Jersey
-$11K -426 Closed
WOC
822
West Oak Capital
California
-$9.63K -390 Closed
EWA
823
EverSource Wealth Advisors
Alabama
-$6.02K -234 Closed
CP
824
Castleview Partners
Texas
-$1.19K -48 Closed
VAG
825
VisionPoint Advisory Group
Texas
-$963 -39 Closed