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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