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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
651
Catalyst Private Wealth
California
$11K +$10.4K +792 New
CWAF
652
Core Wealth Advisors (Florida)
Florida
$8K – – –
JCM
653
Jacobi Capital Management
Pennsylvania
$8K – – –
NC
654
NewSquare Capital
Pennsylvania
$8K – – –
FP
655
Financial Perspectives
Minnesota
$6.61K – – –
POIA
656
Pin Oak Investment Advisors
Texas
$6K -$7.89K -600 -58%
HFA
657
HC Financial Advisors
California
$6K – – –
AWM
658
Adams Wealth Management
Utah
$6K +$5.68K +432 New
CFN
659
Cordasco Financial Network
Florida
$5K – – –
FCH
660
Freestone Capital Holdings
Washington
$4.14K +$4.1K +312 New
DTIM
661
Danda Trouve Investment Management
Kansas
$4K – – –
HR
662
Howe & Rusling
New York
$4K – – –
TFA
663
Toth Financial Advisory
Virginia
$4K – – –
TF
664
TimeScale Financial
Massachusetts
$3K – – –
WCG
665
Weaver Consulting Group
California
$3K – – –
MAM
666
Marquette Asset Management
Minnesota
$2K -$1.18K -90 -42%
EWM
667
Endurance Wealth Management
Rhode Island
$1K – – –
HFS
668
Hantz Financial Services
Michigan
$1K – – –
NL
669
NVWM LLC
Pennsylvania
$1K – – –
GFPC
670
Global Financial Private Client
Florida
$80 +$79 +6 New
Fiera Capital (Canada)
671
Fiera Capital (Canada)
Quebec, Canada
– -$34.5M -2,813,472 Closed
PP
672
Paloma Partners
Connecticut
– -$4.71M -385,020 Closed
FTUS
673
Flow Traders U.S.
New York
– -$4.58M -373,824 Closed
BCI
674
Brinker Capital Investments
Pennsylvania
– -$3.76M -307,164 Closed
Jane Street
675
Jane Street
New York
– -$1.6M -130,908 Closed