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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
926
IFS Advisors
Kansas
$80 – – –
AssetMark Inc
927
AssetMark Inc
California
$48 -$2.49M -159,165 -100%
PPW
928
Pasadena Private Wealth
California
– -$21.3M -1,426,773 Closed
WC
929
Wealth CMT
New Jersey
– -$7.21M -482,463 Closed
OCG
930
Opus Capital Group
Ohio
– -$3.15M -210,711 Closed
SEEDPG
931
S.E.E.D. Planning Group
New York
– -$1.87M -124,884 Closed
WIC
932
Woodmont Investment Counsel
Tennessee
– -$1.73M -115,512 Closed
MFG
933
Merit Financial Group
Georgia
– -$774K -51,810 Closed
SAM
934
Stone Asset Management
Texas
– -$601K -40,233 Closed
Vanguard Personalized Indexing Management
935
Vanguard Personalized Indexing Management
California
– -$507K -33,942 Closed
KL
936
KilterHowling LLC
Colorado
– -$463K -30,999 Closed
SFS
937
Stiles Financial Services
Minnesota
– -$557K -30,915 Closed
SIMG
938
Sonora Investment Management Group
Arizona
– -$455K -30,462 Closed
RWA
939
Redmont Wealth Advisors
Illinois
– -$448K -30,018 Closed
FTUS
940
Flow Traders U.S.
New York
– -$399K -26,706 Closed
GKWIM
941
Gerber Kawasaki Wealth & Investment Management
California
– -$318K -21,282 Closed
CIA
942
Capital Investment Advisors
Georgia
– -$306K -20,517 Closed
CAC
943
Certified Advisory Corp
Florida
– -$287K -19,203 Closed
CWM
944
Cranbrook Wealth Management
Michigan
– -$286K -19,146 Closed
WMR
945
Wealth Management Resources
Rhode Island
– -$302K -18,795 Closed
SHWM
946
Silicon Hills Wealth Management
Texas
– -$265K -17,766 Closed
CWM
947
Cabot Wealth Management
Massachusetts
– -$257K -17,190 Closed
CPP
948
Capasso Planning Partners
South Carolina
– -$235K -15,732 Closed
BWM
949
BlackDiamond Wealth Management
New York
– -$234K -15,297 Closed
NL
950
NWAM LLC
Washington
– -$227K -15,162 Closed