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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
426
Steward Partners Investment Advisory
New York
$2K – – –
AIM
427
Anchor Investment Management
South Carolina
$1.74K – – –
VDFA
428
Vickerman & Driscoll Financial Advisors
Washington
$1K +$503 +48 New
BC
429
Barnett & Company
Tennessee
$1K +$566 +54 New
DSC
430
Duncker Streett & Co
Missouri
$1K +$944 +90 New
TFA
431
Toth Financial Advisory
Virginia
$1K +$944 +90 New
CA
432
Calton & Associates
Florida
$1K +$1.01K +96 New
SIA
433
Starfire Investment Advisers
Michigan
– -$3.26M -321,576 Closed
PV
434
Private Vista
Illinois
– -$2.75M -270,600 Closed
YMRC
435
Yorktown Management & Research Company
Virginia
– -$1.52M -150,000 Closed
PFA
436
Pure Financial Advisors
California
– -$751K -73,950 Closed
NPC
437
National Planning Corporation
California
– -$591K -58,218 Closed
VF
438
Virtu Financial
New York
– -$280K -27,576 Closed
KeyBank National Association
439
KeyBank National Association
Ohio
– -$238K -23,454 Closed
FIM
440
Frontier Investment Management
Texas
– -$218K -21,486 Closed
GT
441
Glenmede Trust
Pennsylvania
– -$177K -17,514 Closed
GBBWRPM
442
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$127K -12,558 Closed
AC
443
Alexandria Capital
Virginia
– -$102K -10,008 Closed
OAM
444
Oppenheimer Asset Management
New York
– -$59K -5,790 Closed
NIC
445
Northwest Investment Counselors
Oregon
– -$15K -1,500 Closed
BA
446
Bristlecone Advisors
Washington
– -$1K -126 Closed
FMP
447
Financial Management Professionals
Texas
– +$629 +60 +200%