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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
426
Whitnell & Co
Illinois
$8K – – –
PWAG
427
Polaris Wealth Advisory Group
California
$8K +$8.04K +732 New
SC
428
Slow Capital
California
$7K +$6.99K +636 New
SF
429
Synovus Financial
Georgia
$7K +$7.25K +660 New
CAGAS
430
Capital Advisory Group Advisory Services
Minnesota
$6K +$6.59K +600 New
JCM
431
Jacobi Capital Management
Pennsylvania
$6K +$6.59K +600 New
CCM
432
Cribstone Capital Management
Maine
$5K +$5.6K +510 New
Simplex Trading
433
Simplex Trading
Illinois
$5K +$6.07K +552 New
FFW
434
Fusion Family Wealth
New York
$4K +$3.76K +342 New
BIMC
435
Benson Investment Management Company
Virginia
$4K +$3.82K +348 New
SPIA
436
Steward Partners Investment Advisory
New York
$2K – – –
CAL
437
Capital Analysts LLC
Pennsylvania
$2K +$1.85K +168 New
KCPG
438
Kavar Capital Partners Group
Kansas
$2K +$2.31K +210 New
DSC
439
Duncker Streett & Co
Missouri
$1K – – –
FMP
440
Financial Management Professionals
Texas
$1K – – –
TFA
441
Toth Financial Advisory
Virginia
$1K – – –
VDFA
442
Vickerman & Driscoll Financial Advisors
Washington
$1K – – –
BC
443
Barnett & Company
Tennessee
$1K +$330 +30 +56%
LFG
444
LifePlan Financial Group
Ohio
$1K +$857 +78 New
S
445
Schroders
United Kingdom
– -$43.8M -4,074,978 Closed
TSS
446
Two Sigma Securities
New York
– -$11.9M -1,107,576 Closed
WC
447
Westwind Capital
New Mexico
– -$4.03M -375,000 Closed
IFWM
448
Institute for Wealth Management
Colorado
– -$2.35M -218,904 Closed
SG Americas Securities
449
SG Americas Securities
New York
– -$2.33M -216,228 Closed
CPP
450
Crow Point Partners
Massachusetts
– -$1.24M -113,178 Closed