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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
676
Fisher Asset Management
Washington
-$872K -71,220 Closed
CWS
677
Cypress Wealth Services
California
-$821K -62,448 Closed
HIM
678
Hanlon Investment Management
New Jersey
-$617K -50,358 Closed
GI
679
GS Investments
Minnesota
-$601K -49,086 Closed
SW
680
SkyOak Wealth
Michigan
-$535K -43,710 Closed
GBBWRPM
681
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$386K -31,512 Closed
QC
682
QCM Cayman
Texas
-$341K -27,852 Closed
VWA
683
V Wealth Advisors
Kansas
-$331K -27,048 Closed
PFS
684
Prospera Financial Services
Texas
-$294K -24,000 Closed
Financial Engines Advisors
685
Financial Engines Advisors
California
-$273K -22,296 Closed
AC
686
Abbrea Capital
California
-$261K -21,288 Closed
MFG
687
Merit Financial Group
Georgia
-$259K -21,156 Closed
HIC
688
Hartline Investment Corp
Illinois
-$215K -17,586 Closed
RA
689
RFG Advisory
Alabama
-$204K -16,650 Closed
PA
690
Procyon Advisors
Connecticut
-$128K -10,416 Closed
AWM
691
Apollon Wealth Management
South Carolina
-$104K -8,484 Closed
BFO
692
Biltmore Family Office
North Carolina
-$83K -6,750 Closed
OPS
693
Orion Portfolio Solutions
Nebraska
-$32K -2,580 Closed
PG
694
Proffitt & Goodson
Tennessee
-$30K -2,442 Closed
WFMPM
695
Woodley Farra Manion Portfolio Management
Indiana
-$16K -1,314 Closed
KPW
696
Kore Private Wealth
New York
-$12K -984 Closed
ZB
697
Zions Bancorporation
Utah
-$7K -594 Closed
LIA
698
LS Investment Advisors
Michigan
-$7K -552 Closed
HWA
699
HCR Wealth Advisors
California
-$5K -408 Closed
TCOV
700
Trust Company of Vermont
Vermont
-$5K -390 Closed