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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
926
Activest Wealth Management
Florida
$859
QWM
927
Quaker Wealth Management
New Jersey
$859 +$848 +29 New
WWM
928
Wolff Wiese Magana
California
$593
GGI
929
Godsey & Gibb Inc
Virginia
$445
IF
930
Integrity Financial
Wyoming
$266
SWA
931
SOA Wealth Advisors
New York
$141
SAS
932
Spurstone Advisory Services
Connecticut
$89
Wellington Management Group
933
Wellington Management Group
Massachusetts
-$68.7M -2,361,457 Closed
FCI
934
Financial Counselors Inc
Kansas
-$21.3M -730,386 Closed
JC
935
JBGlobal.com
New York
-$17.1M -588,401 Closed
MMHP
936
Murphy Middleton Hinkle & Parker
Georgia
-$8.91M -306,126 Closed
CPRC
937
Consolidated Portfolio Review Corp
New York
-$4.12M -141,658 Closed
SCM
938
Saxony Capital Management
Missouri
-$2.83M -97,268 Closed
MGIA
939
Matthew Goff Investment Advisor
Texas
-$2.29M -78,514 Closed
BNP Paribas Financial Markets
940
BNP Paribas Financial Markets
France
-$1.46M -50,000 Closed
Kovitz Investment Group Partners
941
Kovitz Investment Group Partners
Illinois
-$1.18M -40,591 Closed
NAS
942
NWF Advisory Services
California
-$895K -30,761 Closed
NCFG
943
New Century Financial Group
New Jersey
-$728K -24,999 Closed
BJL
944
Brighton Jones LLC
Washington
-$715K -24,563 Closed
LSIA
945
LaSalle St. Investment Advisors
Illinois
-$666K -22,891 Closed
MC
946
McCarthy & Cox
Ohio
-$604K -20,747 Closed
BBW
947
Blue Barn Wealth
Utah
-$584K -20,071 Closed
WC
948
Waterloo Capital
Texas
-$508K -17,463 Closed
FA
949
Fountainhead AM
New Jersey
-$442K -15,193 Closed
HIIFS
950
Harel Insurance Investments & Financial Services
Israel
-$378K -13,000 Closed