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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
876
D.E. Shaw & Co
New York
$234K +$223K +11,505 New
EIG
877
Ellenbecker Investment Group
Wisconsin
$233K +$222K +11,472 New
TBWA
878
Three Bridge Wealth Advisors
California
$233K -$140K -7,227 -39%
LFAS
879
Level Four Advisory Services
Texas
$233K – – –
OCM
880
Orion Capital Management
California
$233K +$21.8K +1,128 +11%
LA
881
LexAurum Advisors
Kansas
$232K +$8.71K +450 +4%
SCA
882
Snowden Capital Advisors
New York
$231K – – –
Bessemer Group
883
Bessemer Group
New Jersey
$229K -$5.34K -276 -2%
SAM
884
Silvercrest Asset Management
New York
$228K – – –
MM
885
Main Management
California
$228K – – –
WPC
886
Wedmont Private Capital
Pennsylvania
$226K +$58 +3 +0%
GCIM
887
Gunn & Company Investment Management
Florida
$223K – – –
CPSAC
888
Chas P. Smith & Associates (CPS)
Florida
$223K – – –
GFP
889
Guardian Financial Partners
California
$223K -$522 -27 -0.2%
ACP
890
Aveo Capital Partners
Colorado
$219K -$80.3K -4,149 -27%
AIMC
891
Alley Investment Management Company
Illinois
$217K +$207K +10,686 New
PMFA
892
Plante Moran Financial Advisors
Michigan
$217K -$10.1K -522 -5%
WWS
893
Wellington Wealth Strategies
Indiana
$216K +$206K +10,638 New
RWA
894
River Wealth Advisors
Pennsylvania
$216K +$205K +10,590 New
AWM
895
Act Wealth Management
Texas
$214K +$204K +10,524 New
ACI
896
Alpha Cubed Investments
California
$214K -$3.77M -195,015 -95%
BFWM
897
Bright Futures Wealth Management
New York
$214K +$197K +10,170 New
CAC
898
Certified Advisory Corp
Florida
$213K +$202K +10,449 New
CPRC
899
Consolidated Portfolio Review Corp
New York
$212K +$202K +10,431 New
PI
900
PFG Investments
New York
$212K +$202K +10,431 New