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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
751
Atria Investments
North Carolina
-$2.86M -188,394 Closed
FI
752
FormulaFolio Investments
Michigan
-$1.45M -95,514 Closed
LWM
753
Laidlaw Wealth Management
New York
-$1.26M -83,046 Closed
AFAS
754
Acorn Financial Advisory Services
Virginia
-$1.03M -68,298 Closed
ML
755
McAdam LLC
Pennsylvania
-$1.04M -67,470 Closed
RI
756
Ridgewood Investments
New Jersey
-$772K -58,140 Closed
GI
757
GS Investments
Minnesota
-$762K -50,262 Closed
SCA
758
Stonebridge Capital Advisors
Minnesota
-$587K -38,700 Closed
PFO
759
Pathstone Family Office
New Jersey
-$515K -33,990 Closed
Millennium Management
760
Millennium Management
New York
-$479K -31,578 Closed
AA
761
AF Advisors
California
-$446K -29,466 Closed
SPC
762
Sigma Planning Corp
Michigan
-$339K -22,320 Closed
BIM
763
Baldwin Investment Management
Pennsylvania
-$272K -17,958 Closed
RC
764
Rovin Capital
Arizona
-$256K -16,884 Closed
Fisher Asset Management
765
Fisher Asset Management
Washington
-$255K -16,806 Closed
OFW
766
Omnia Family Wealth
Florida
-$237K -15,600 Closed
QC
767
QCM Cayman
Texas
-$232K -15,282 Closed
SPA
768
Sentinel Pension Advisors
Massachusetts
-$220K -14,484 Closed
COF
769
Capital One Financial
Virginia
-$219K -14,460 Closed
TSS
770
Two Sigma Securities
New York
-$205K -13,518 Closed
CTFG
771
Capstone Triton Financial Group
Oklahoma
-$198K -13,062 Closed
BDWCC
772
B&D White Capital Company
Texas
-$180K -11,910 Closed
RWA
773
Ropes Wealth Advisors
Massachusetts
-$141K -9,294 Closed
IA
774
Inspire Advisors
Idaho
-$121K -7,950 Closed
PFGIA
775
Patriot Financial Group Insurance Agency
Massachusetts
-$91K -6,000 Closed