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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$5K +$2.82K +258 +126%
BIMC
452
Benson Investment Management Company
Virginia
$4K – – –
FFW
453
Fusion Family Wealth
New York
$4K – – –
HR
454
Howe & Rusling
New York
$4K +$3.54K +324 New
PAI
455
Pittenger & Anderson Inc
Nebraska
$3K +$3.48K +318 New
BC
456
Barnett & Company
Tennessee
$2K +$1.31K +120 +143%
PG
457
Patten Group
Tennessee
$2K +$2.3K +210 New
DSC
458
Duncker Streett & Co
Missouri
$1K – – –
FMP
459
Financial Management Professionals
Texas
$1K – – –
LFG
460
LifePlan Financial Group
Ohio
$1K – – –
TFA
461
Toth Financial Advisory
Virginia
$1K – – –
TP
462
Truvvo Partners
New York
– -$4.61M -1,119,456 Closed
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
– -$4.48M -409,458 Closed
TRCT
464
Tower Research Capital (TRC)
New York
– -$2.07M -194,754 Closed
EWA
465
EP Wealth Advisors
California
– -$780K -73,410 Closed
SLA
466
Silver Lake Advisory
Utah
– -$486K -45,744 Closed
IC
467
Iconiq Capital
California
– -$457K -43,008 Closed
TH
468
Timber Hill
Connecticut
– -$317K -29,856 Closed
CWM
469
Cabot Wealth Management
Massachusetts
– -$262K -24,630 Closed
CAN
470
Cetera Advisor Networks
California
– -$250K -23,382 Closed
PPA
471
Parametric Portfolio Associates
Washington
– -$217K -20,442 Closed
EHPM
472
Emery Howard Portfolio Management
California
– -$201K -18,888 Closed
CDIA
473
Capital Directions Investment Advisors
Georgia
– -$144K -13,500 Closed
BCP
474
Blackhawk Capital Partners
Wisconsin
– -$121K -11,358 Closed
SWP
475
Stratos Wealth Partners
Ohio
– -$70K -6,600 Closed