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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
651
Financial Perspectives
Minnesota
$6.1K – – –
TCOV
652
Trust Company of Vermont
Vermont
$5K -$2.84K -246 -39%
HWA
653
HCR Wealth Advisors
California
$5K – – –
HFA
654
HC Financial Advisors
California
$5K +$1.18K +102 +29%
SF
655
Synovus Financial
Georgia
$4K -$31.1K -2,700 -89%
BIMC
656
Benson Investment Management Company
Virginia
$4K – – –
DTIM
657
Danda Trouve Investment Management
Kansas
$4K – – –
HR
658
Howe & Rusling
New York
$4K – – –
CFN
659
Cordasco Financial Network
Florida
$4K +$4.22K +366 New
MAM
660
Marquette Asset Management
Minnesota
$3K – – –
TFA
661
Toth Financial Advisory
Virginia
$3K – – –
TF
662
TimeScale Financial
Massachusetts
$3K +$2.9K +252 New
HGWM
663
Harvest Group Wealth Management
Massachusetts
$2K – – –
WCG
664
Weaver Consulting Group
California
$2K +$2.21K +192 New
HFS
665
Hantz Financial Services
Michigan
$1K – – –
NL
666
NVWM LLC
Pennsylvania
$1K +$830 +72 New
EWM
667
Endurance Wealth Management
Rhode Island
$1K +$1.04K +90 New
A
668
AdvicePeriod
California
– -$30.1M -2,987,610 Closed
TPW
669
Tiller Private Wealth
Pennsylvania
– -$2.6M -258,090 Closed
GPFA
670
Game Plan Financial Advisors
Ohio
– -$2M -199,176 Closed
PP
671
PagnatoKarp Partners
Virginia
– -$1.89M -187,608 Closed
AC
672
Addison Capital
Pennsylvania
– -$1.28M -127,338 Closed
Deutsche Bank
673
Deutsche Bank
Germany
– -$1.21M -119,850 Closed
AIM
674
Aurora Investment Managers
Florida
– -$1.08M -107,694 Closed
ACA
675
Ackerman Capital Advisors
Texas
– -$981K -97,392 Closed