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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
701
Resolute Advisors
California
$23K +$22K +1,548 New
PCG
702
Private Capital Group
Connecticut
$21K -$25.5K -1,788 -57%
HR
703
Howe & Rusling
New York
$21K +$15.9K +1,116 +388%
RA
704
Reby Advisors
Connecticut
$20K +$18.6K +1,308 New
APA
705
American Portfolios Advisors
New York
$19.6K -$521K -36,582 -97%
CWC
706
Carolinas Wealth Consulting
North Carolina
$19K -$5.04K -354 -22%
JGIA
707
Jackson Grant Investment Advisers
Connecticut
$18K +$85 +6 +0.5%
RDFA
708
Ritter Daniher Financial Advisory
Ohio
$17K +$16.4K +1,152 New
CBT
709
Central Bank & Trust
Kentucky
$16K -$30.9K -2,172 -67%
CMA
710
Cedar Mountain Advisors
Oregon
$16K +$85 +6 +0.6%
AWM
711
Aberdeen Wealth Management
Illinois
$16K +$15K +1,050 New
BWM
712
BerganKDV Wealth Management
Minnesota
$15K – – –
CWP
713
Concord Wealth Partners
Virginia
$15K +$13.8K +972 New
PCA
714
Providence Capital Advisors
North Carolina
$10K +$9.57K +672 New
CWAF
715
Core Wealth Advisors (Florida)
Florida
$9K – – –
JCM
716
Jacobi Capital Management
Pennsylvania
$9K – – –
NC
717
NewSquare Capital
Pennsylvania
$9K – – –
FFA
718
Freedman Financial Associates
Massachusetts
$9K +$8.55K +600 New
LWP
719
Laurel Wealth Planning
Minnesota
$8K +$7.18K +504 New
BIP
720
Blueprint Investment Partners
North Carolina
$7.9K -$7.41M -520,338 -100%
FP
721
Financial Perspectives
Minnesota
$7.55K – – –
AssetMark Inc
722
AssetMark Inc
California
$7K -$21.7K -1,524 -78%
BAM
723
Bellevue Asset Management
Washington
$7K -$9.83K -690 -62%
POIA
724
Pin Oak Investment Advisors
Texas
$7K – – –
CFN
725
Cordasco Financial Network
Florida
$6K – – –