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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
951
Annis Gardner Whiting Capital Advisors
Florida
$3.05K – – –
AIA
952
Armor Investment Advisors
North Carolina
$3.02K – – –
SIS
953
Sound Income Strategies
Florida
$2.34K +$1.25K +40 +111%
TPWA
954
Twin Peaks Wealth Advisors
California
$1.98K +$2.02K +65 New
IW
955
Imprint Wealth
South Carolina
$1.74K – – –
MWPCG
956
Measured Wealth Private Client Group
New Hampshire
$1.68K – – –
TPCW
957
TD Private Client Wealth
New York
$1.43K -$1.53K -49 -51%
CFG
958
Clayton Financial Group
Missouri
$1.09K +$31 +1 +3%
TWM
959
TopTier Wealth Management
Wisconsin
$1.03K +$1.06K +34 New
KG
960
Kilter Group
New York
$915 -$31 -1 -3%
BFPW
961
BOK Financial Private Wealth
Colorado
$915 – – –
CCMW
962
Cypress Capital Management (Wyoming)
Wyoming
$915 – – –
AWM
963
Activest Wealth Management
Florida
$885 – – –
QWM
964
Quaker Wealth Management
New Jersey
$885 – – –
WWM
965
Wolff Wiese Magana
California
$458 -$156 -5 -25%
GGI
966
Godsey & Gibb Inc
Virginia
$458 – – –
SIC
967
SJS Investment Consulting
Ohio
$458 +$467 +15 New
IF
968
Integrity Financial
Wyoming
$275 – – –
SWA
969
SOA Wealth Advisors
New York
$146 – – –
CAN
970
Capital Advisor Network
Indiana
$122 +$125 +4 New
ISFAN
971
Investor's Fiduciary Advisor Network
Washington
– -$12.6M -426,852 Closed
SW
972
SteelPeak Wealth
California
– -$8.16M -275,642 Closed
JWCA
973
J.W. Cole Advisors
Florida
– -$2.23M -165,559 Closed
RGF
974
Retirement Guys Formula
Ohio
– -$1.49M -50,469 Closed
SCM
975
SOL Capital Management
Maryland
– -$1.39M -46,889 Closed
37 38
39
40 41