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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
701
Howe & Rusling
New York
$21K +$15.9K +1,116 +388%
RA
702
Reby Advisors
Connecticut
$20K +$18.6K +1,308 New
APA
703
American Portfolios Advisors
New York
$19.6K -$521K -36,582 -97%
CWC
704
Carolinas Wealth Consulting
North Carolina
$19K -$5.04K -354 -22%
JGIA
705
Jackson Grant Investment Advisers
Connecticut
$18K +$85 +6 +0.5%
RDFA
706
Ritter Daniher Financial Advisory
Ohio
$17K +$16.4K +1,152 New
CBT
707
Central Bank & Trust
Kentucky
$16K -$30.9K -2,172 -67%
CMA
708
Cedar Mountain Advisors
Oregon
$16K +$85 +6 +0.6%
AWM
709
Aberdeen Wealth Management
Illinois
$16K +$15K +1,050 New
BWM
710
BerganKDV Wealth Management
Minnesota
$15K
CWP
711
Concord Wealth Partners
Virginia
$15K +$13.8K +972 New
PCA
712
Providence Capital Advisors
North Carolina
$10K +$9.57K +672 New
CWAF
713
Core Wealth Advisors (Florida)
Florida
$9K
JCM
714
Jacobi Capital Management
Pennsylvania
$9K
NC
715
NewSquare Capital
Pennsylvania
$9K
FFA
716
Freedman Financial Associates
Massachusetts
$9K +$8.55K +600 New
LWP
717
Laurel Wealth Planning
Minnesota
$8K +$7.18K +504 New
BIP
718
Blueprint Investment Partners
North Carolina
$7.9K -$7.41M -520,338 -100%
FP
719
Financial Perspectives
Minnesota
$7.55K
AssetMark Inc
720
AssetMark Inc
California
$7K -$21.7K -1,524 -78%
BAM
721
Bellevue Asset Management
Washington
$7K -$9.83K -690 -62%
POIA
722
Pin Oak Investment Advisors
Texas
$7K
CFN
723
Cordasco Financial Network
Florida
$6K
DTIM
724
Danda Trouve Investment Management
Kansas
$5K +$85 +6 +2%
RF
725
Robbins Farley
New Hampshire
$5K +$4.96K +348 New