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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
476
LifePlan Financial Group
Ohio
$1K – – –
KM
477
Kalos Management
Georgia
– -$3.26M -283,824 Closed
BL
478
BCWM LLC
Kansas
– -$1.59M -144,750 Closed
RW
479
Rand Wealth
Maryland
– -$336K -30,546 Closed
NPPM
480
North Point Portfolio Managers
Ohio
– -$297K -27,000 Closed
FFWA
481
FRG Family Wealth Advisors
Washington
– -$253K -23,040 Closed
F
482
F3Logic
Minnesota
– -$251K -22,854 Closed
LI
483
LVZ Inc
Michigan
– -$222K -20,142 Closed
GT
484
Glenmede Trust
Pennsylvania
– -$199K -18,114 Closed
GBBWRPM
485
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$139K -12,594 Closed
EA
486
Efficient Advisors
Ohio
– -$130K -11,844 Closed
JFGIW
487
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$88K -8,010 Closed
Deutsche Bank
488
Deutsche Bank
Germany
– -$63K -5,724 Closed
ST
489
Smithfield Trust
Pennsylvania
– -$54K -4,920 Closed
BCA
490
Bay Colony Advisors
Massachusetts
– -$48K -4,326 Closed
NC
491
NewSquare Capital
Pennsylvania
– -$42.5K -3,690 Closed
WT
492
Washington Trust
Rhode Island
– -$38K -3,450 Closed
IWP
493
Icon Wealth Partners
Texas
– -$23K -2,046 Closed
CF
494
Centaurus Financial
California
– -$12K -1,080 Closed
CB
495
CNB Bank
Pennsylvania
– -$10K -870 Closed
BCMIO
496
Beacon Capital Management Inc (Ohio)
Ohio
– -$8K -738 Closed
SWP
497
Strategic Wealth Partners
Ohio
– -$8K -738 Closed
PWAG
498
Polaris Wealth Advisory Group
California
– -$8K -732 Closed
CCM
499
Cribstone Capital Management
Maine
– -$6K -510 Closed
KCPG
500
Kavar Capital Partners Group
Kansas
– -$5K -468 Closed