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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JA
526
JOYN Advisors
Georgia
$4K – – –
AAP
527
Arax Advisory Partners
Colorado
$4K +$519 +48 +15%
TFA
528
Toth Financial Advisory
Virginia
$3K -$973 -90 -25%
BIMC
529
Benson Investment Management Company
Virginia
$3K – – –
Rockefeller Capital Management
530
Rockefeller Capital Management
New York
$3K +$3.11K +288 New
KPW
531
Kore Private Wealth
New York
$3K +$3.76K +348 New
BC
532
Barnett & Company
Tennessee
$2K – – –
TFA
533
Transamerica Financial Advisors
Florida
$2K +$1.1K +102 New
PAI
534
Pittenger & Anderson Inc
Nebraska
$1K -$2.85K -264 -68%
DSC
535
Duncker Streett & Co
Missouri
$1K – – –
FMP
536
Financial Management Professionals
Texas
$1K – – –
FCMT
537
Founders Capital Management (Texas)
Texas
$1K +$1.49K +138 New
PK
538
Pflug Koory
Nebraska
$1K +$1.62K +150 New
JFA
539
JNBA Financial Advisors
Minnesota
– -$4.27M -363,966 Closed
FSA
540
Financial Services Advisory
Maryland
– -$3.65M -311,022 Closed
MWM
541
MinichMacGregor Wealth Management
New York
– -$3.01M -256,338 Closed
SG Americas Securities
542
SG Americas Securities
New York
– -$2.97M -253,542 Closed
BFWA
543
Benchmark Financial Wealth Advisors
Florida
– -$911K -77,664 Closed
FCAG
544
First Capital Advisors Group
New Jersey
– -$826K -70,410 Closed
MPM
545
Meritage Portfolio Management
Kansas
– -$566K -48,288 Closed
TSS
546
Two Sigma Securities
New York
– -$493K -42,000 Closed
Renaissance Technologies
547
Renaissance Technologies
New York
– -$385K -32,802 Closed
GP
548
Girard Partners
Pennsylvania
– -$377K -32,202 Closed
FAIM
549
Financial Advocates Investment Management
Washington
– -$353K -30,108 Closed
EWA
550
EP Wealth Advisors
California
– -$321K -27,384 Closed