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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
Stratford Consulting
Texas
$1K +$1.74K +144 New
GSWM
652
Golden State Wealth Management
California
-$59.1M -4,608,684 Closed
FSA
653
Financial Services Advisory
Maryland
-$15.4M -1,201,572 Closed
ECML
654
Eagle Capital Management (Louisiana)
Louisiana
-$12.1M -942,936 Closed
TC
655
Tatro Capital
Kentucky
-$11.6M -906,780 Closed
OFW
656
Omnia Family Wealth
Florida
-$7.92M -618,414 Closed
FBFS
657
First Business Financial Services
Wisconsin
-$6.91M -538,938 Closed
RJFSA
658
Raymond James Financial Services Advisors
Florida
-$3.84M -299,358 Closed
CG
659
CFO4Life Group
Texas
-$3.58M -279,180 Closed
MWP
660
MYCIO Wealth Partners
Pennsylvania
-$3.33M -259,848 Closed
MWM
661
MinichMacGregor Wealth Management
New York
-$2.17M -169,260 Closed
Citadel Advisors
662
Citadel Advisors
Florida
-$2.06M -161,166 Closed
Millennium Management
663
Millennium Management
New York
-$1.77M -138,498 Closed
TF
664
TIAA FSB
Florida
-$1.63M -127,524 Closed
AI
665
Atria Investments
North Carolina
-$1.38M -107,382 Closed
BP
666
BBR Partners
New York
-$1.34M -105,000 Closed
BL
667
BFSG LLC
California
-$1.11M -86,406 Closed
RBFC
668
Roman Butler Fullerton & Co
Missouri
-$1.08M -84,156 Closed
FM
669
Foster & Motley
Ohio
-$658K -51,348 Closed
PI
670
Pachira Investments
California
-$639K -49,878 Closed
HCIA
671
Hochman Cole Investment Advisors
Illinois
-$613K -47,808 Closed
VDI
672
Vaughan David Investments
Illinois
-$561K -43,818 Closed
PPA
673
Parametric Portfolio Associates
Washington
-$513K -40,008 Closed
PG
674
Prostatis Group
Maryland
-$508K -39,654 Closed
DACG
675
Donor Advised Charitable Giving
California
-$448K -34,980 Closed