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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
676
Toth Financial Advisory
Virginia
$3K – – –
BC
677
Barnett & Company
Tennessee
$3K +$74 +6 +3%
SHWM
678
Silicon Hills Wealth Management
Texas
$2.07K +$11.1K +906 New
HGWM
679
Harvest Group Wealth Management
Massachusetts
$2K -$127K -10,350 -98%
SQA
680
Simon Quick Advisors
New Jersey
$1K +$515 +42 New
CIR
681
Clear Investment Research
Georgia
$1K +$1.1K +90 New
DSC
682
Duncker Streett & Co
Missouri
$1K +$1.18K +96 New
Mirae Asset Global Investments
683
Mirae Asset Global Investments
South Korea
– -$10.7M -906,216 Closed
WKWM
684
Walter & Keenan Wealth Management
Indiana
– -$4.21M -355,392 Closed
ACA
685
Ackerman Capital Advisors
Texas
– -$3.98M -336,000 Closed
BL
686
Balentine LLC
Georgia
– -$2.42M -204,000 Closed
BIA
687
BHK Investment Advisors
Alabama
– -$2.05M -173,226 Closed
SBA
688
Secrest Blakey & Associates
North Carolina
– -$988K -83,472 Closed
KWM
689
Kingsview Wealth Management
Oregon
– -$848K -71,652 Closed
SLA
690
Silver Lake Advisory
Utah
– -$764K -64,536 Closed
SG
691
Somerset Group
Minnesota
– -$342K -28,932 Closed
SS
692
Simplicity Solutions
Minnesota
– -$317K -26,814 Closed
CC
693
Cadinha & Co
Hawaii
– -$294K -24,852 Closed
Fisher Asset Management
694
Fisher Asset Management
Washington
– -$286K -24,132 Closed
AAS
695
Avantax Advisory Services
Texas
– -$263K -22,176 Closed
WSTAM
696
Wilbanks Smith & Thomas Asset Management
Virginia
– -$245K -20,700 Closed
PWM
697
Paulson Wealth Management
Illinois
– -$230K -19,452 Closed
EWA
698
EP Wealth Advisors
California
– -$230K -19,446 Closed
Simplex Trading
699
Simplex Trading
Illinois
– -$156K -12,750 Closed
UBS AM
700
UBS AM
Illinois
– -$126K -10,680 Closed