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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
601
CreativeOne Wealth
Kansas
– -$324K -27,528 Closed
CB
602
CNB Bank
Pennsylvania
– -$291K -24,738 Closed
CCM
603
Canal Capital Management
Virginia
– -$279K -23,760 Closed
CA
604
Cortland Associates
Missouri
– -$241K -20,490 Closed
PFM
605
Parsec Financial Management
North Carolina
– -$201K -17,136 Closed
AWM
606
Apollon Wealth Management
South Carolina
– -$160K -13,650 Closed
EI
607
Ellevest Inc
New York
– -$118K -10,080 Closed
SFG
608
SevenBridge Financial Group
Pennsylvania
– -$90K -7,680 Closed
ESB
609
Essex Savings Bank
Connecticut
– -$64K -5,454 Closed
SMFS
610
Squar Milner Financial Services
California
– -$48K -4,062 Closed
AIM
611
Astor Investment Management
Illinois
– -$44K -3,768 Closed
CG
612
Cutler Group
California
– -$42.5K -3,594 Closed
AIM
613
Advantage Investment Management
Iowa
– -$21K -2,088 Closed
YWP
614
YorkBridge Wealth Partners
New York
– -$24K -2,076 Closed
TFA
615
Transamerica Financial Advisors
Florida
– -$19K -1,602 Closed
HS
616
Horan Securities
United States
– -$17K -1,464 Closed
FCMT
617
Founders Capital Management (Texas)
Texas
– -$14K -1,200 Closed
KCPG
618
Kavar Capital Partners Group
Kansas
– -$6K -486 Closed
RIA
619
Realta Investment Advisors
Delaware
– -$4.61K -390 -94%
PFO
620
Pathstone Family Office
New Jersey
– -$4K -354 Closed
DSC
621
Duncker Streett & Co
Missouri
– -$1K -90 Closed