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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
851
BDO Wealth Advisors
Florida
$2K -$9.29K -597 -77%
RDFA
852
Ritter Daniher Financial Advisory
Ohio
$2K – – –
BHWM
853
Beaird Harris Wealth Management
Texas
$2K +$1.03K +66 +61%
EWM
854
Endurance Wealth Management
Rhode Island
$1K – – –
WTA
855
Washington Trust Advisors
Massachusetts
$1K +$840 +54 New
PP
856
PFS Partners
New Jersey
$431 – – –
GEA
857
Glen Eagle Advisors
New Jersey
$168 – – –
GFPC
858
Global Financial Private Client
Florida
$86 – – –
CCWA
859
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$43.6M -2,958,912 Closed
AIP
860
Almanack Investment Partners
Pennsylvania
– -$40.6M -2,754,981 Closed
BHB
861
Bank Hapoalim BM
Israel
– -$12.3M -834,000 Closed
RWIA
862
Roger Wittlin Investment Advisory
California
– -$10.9M -740,790 Closed
OFW
863
Omnia Family Wealth
Florida
– -$6.85M -464,769 Closed
EFS
864
Econ Financial Services
Pennsylvania
– -$4.55M -309,240 Closed
E
865
Ergoteles
New York
– -$2.47M -167,577 Closed
EWA
866
EP Wealth Advisors
California
– -$1.88M -127,347 Closed
SEM
867
Strategic Equity Management
Arizona
– -$1.21M -82,398 Closed
Financial Engines Advisors
868
Financial Engines Advisors
California
– -$925K -62,814 Closed
PI
869
Pachira Investments
California
– -$909K -61,689 Closed
SHGA
870
Sand Hill Global Advisors
California
– -$716K -48,618 Closed
EFSCE
871
Enterprise Financial Services Corp (EFSC)
Missouri
– -$630K -42,750 Closed
ARC
872
Advisor Resource Council
Texas
– -$529K -35,880 Closed
BFA
873
Beacon Financial Advisory
Ohio
– -$512K -34,740 Closed
MAM
874
Mastrapasqua Asset Management
Tennessee
– -$479K -32,499 Closed
CF
875
Convergence Financial
Missouri
– -$425K -28,842 Closed