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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
1051
Saxon Interests
Texas
– -$474K -28,512 Closed
RI
1052
Rinkey Investments
California
– -$455K -27,402 Closed
LIM
1053
Loudon Investment Management
New Hampshire
– -$491K -20,823 Closed
CGFA
1054
Colton Groome Financial Advisors
North Carolina
– -$323K -19,434 Closed
OWM
1055
Orgel Wealth Management
Wisconsin
– -$305K -18,345 Closed
RAG
1056
RIA Advisory Group
Iowa
– -$284K -17,061 Closed
EWM
1057
Executive Wealth Management
Michigan
– -$263K -15,846 Closed
FIA
1058
Foundations Investment Advisors
Arizona
– -$261K -15,720 Closed
CWM
1059
C2C Wealth Management
Arizona
– -$228K -13,794 Closed
HWA
1060
Heritage Wealth Advisors
Virginia
– -$229K -13,755 Closed
PPW
1061
Parcion Private Wealth
Washington
– -$221K -13,329 Closed
CPRC
1062
Consolidated Portfolio Review Corp
New York
– -$203K -12,231 Closed
TB
1063
Treynor Bancshares
Iowa
– -$203K -12,213 Closed
CG
1064
Cutler Group
California
– -$124K -7,200 Closed
CWM
1065
Cedar Wealth Management
California
– -$59.8K -3,600 Closed
NIC
1066
Northwest Investment Counselors
Oregon
– -$52K -3,126 Closed
RIA
1067
Realta Investment Advisors
Delaware
– -$37.4K -2,172 Closed
LF
1068
Lee Financial
Texas
– -$34.8K -2,097 Closed
WWM
1069
Wolff Wiese Magana
California
– -$23.8K -1,431 Closed
Legacy Financial Group (Iowa)
1070
Legacy Financial Group (Iowa)
Iowa
– -$17.9K -1,074 Closed
CSPIA
1071
Cary Street Partners Investment Advisory
Virginia
– -$8.97K -540 Closed
Group One Trading
1072
Group One Trading
Illinois
– -$4.99K -300 Closed
WFA
1073
Wells Financial Advisors
Massachusetts
– -$3.19K -192 Closed
TCOV
1074
Trust Company of Vermont
Vermont
– -$2.74K -165 Closed
AWA
1075
Authentikos Wealth Advisory
California
– -$2.34K -141 Closed