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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
851
Imprint Wealth
South Carolina
$3.32K +$3.24K +114 New
AGWCA
852
Annis Gardner Whiting Capital Advisors
Florida
$2.91K -$767 -27 -21%
AIA
853
Armor Investment Advisors
North Carolina
$2.88K – – –
TPCW
854
TD Private Client Wealth
New York
$2.79K +$1.36K +48 +100%
RA
855
Rise Advisors
New York
$2.77K – – –
HPIA
856
Hamilton Point Investment Advisors
North Carolina
$1.75K – – –
NMG
857
New Millennium Group
Utah
$1.75K – – –
CCMW
858
Cypress Capital Management (Wyoming)
Wyoming
$1.31K – – –
HFS
859
Hopwood Financial Services
Virginia
$1.25K – – –
TCOV
860
Trust Company of Vermont
Vermont
$1.08K – – –
KG
861
Kilter Group
New York
$1.04K -$28 -1 -3%
CMP
862
Coston McIsaac & Partners
Maine
$1K – – –
BFPW
863
BOK Financial Private Wealth
Colorado
$874 -$426 -15 -33%
AWM
864
Activest Wealth Management
Florida
$844 +$824 +29 New
WWM
865
Wolff Wiese Magana
California
$583 -$284 -10 -33%
GGI
866
Godsey & Gibb Inc
Virginia
$437 – – –
IF
867
Integrity Financial
Wyoming
$262 -$256 -9 -50%
SWA
868
SOA Wealth Advisors
New York
$138 – – –
SAS
869
Spurstone Advisory Services
Connecticut
$87 – – –
TFA
870
Teamwork Financial Advisors
Texas
– -$27.7M -999,701 Closed
BHB
871
Bank Hapoalim BM
Israel
– -$13.4M -504,000 Closed
CI
872
Conning Inc
Connecticut
– -$7.02M -253,673 Closed
SW
873
SteelPeak Wealth
California
– -$5.05M -182,496 Closed
VBWMG
874
Von Berge Wealth Management Group
California
– -$4.32M -153,341 Closed
ZI
875
ZEGA Investments
Florida
– -$2.98M -107,734 Closed
33 34
35
36 37