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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
926
Financial Gravity Asset Management
Texas
$94 +$2.25K +144 New
IA
927
IFS Advisors
Kansas
$80
AssetMark Inc
928
AssetMark Inc
California
$48 -$2.49M -159,165 -100%
PPW
929
Pasadena Private Wealth
California
-$21.3M -1,426,773 Closed
WC
930
Wealth CMT
New Jersey
-$7.21M -482,463 Closed
OCG
931
Opus Capital Group
Ohio
-$3.15M -210,711 Closed
SEEDPG
932
S.E.E.D. Planning Group
New York
-$1.87M -124,884 Closed
WIC
933
Woodmont Investment Counsel
Tennessee
-$1.73M -115,512 Closed
MFG
934
Merit Financial Group
Georgia
-$774K -51,810 Closed
SAM
935
Stone Asset Management
Texas
-$601K -40,233 Closed
Vanguard Personalized Indexing Management
936
Vanguard Personalized Indexing Management
California
-$507K -33,942 Closed
KL
937
KilterHowling LLC
Colorado
-$463K -30,999 Closed
SFS
938
Stiles Financial Services
Minnesota
-$557K -30,915 Closed
SIMG
939
Sonora Investment Management Group
Arizona
-$455K -30,462 Closed
RWA
940
Redmont Wealth Advisors
Illinois
-$448K -30,018 Closed
FTUS
941
Flow Traders U.S.
New York
-$399K -26,706 Closed
GKWIM
942
Gerber Kawasaki Wealth & Investment Management
California
-$318K -21,282 Closed
CIA
943
Capital Investment Advisors
Georgia
-$306K -20,517 Closed
CAC
944
Certified Advisory Corp
Florida
-$287K -19,203 Closed
CWM
945
Cranbrook Wealth Management
Michigan
-$286K -19,146 Closed
WMR
946
Wealth Management Resources
Rhode Island
-$302K -18,795 Closed
SHWM
947
Silicon Hills Wealth Management
Texas
-$265K -17,766 Closed
CWM
948
Cabot Wealth Management
Massachusetts
-$257K -17,190 Closed
CPP
949
Capasso Planning Partners
South Carolina
-$235K -15,732 Closed
BWM
950
BlackDiamond Wealth Management
New York
-$234K -15,297 Closed