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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1101
Clio Asset Management
Virginia
$333 +$320 +15 New
GEA
1102
Glen Eagle Advisors
New Jersey
$266 – – –
BWM
1103
Bullock Wealth Management
Indiana
$138 – – –
IA
1104
IFS Advisors
Kansas
$46 – – –
S
1105
Sunpointe
Missouri
– -$26.1M -1,239,945 Closed
OIM
1106
Opus Investment Management
Massachusetts
– -$2.22M -105,720 Closed
SW
1107
SVB Wealth
Massachusetts
– -$2.14M -101,946 Closed
FIM
1108
Freedom Investment Management
Connecticut
– -$1.61M -77,052 Closed
SGCA
1109
Steel Grove Capital Advisors
Tennessee
– -$999K -47,655 Closed
SA
1110
SpiderRock Advisors
Delaware
– -$973K -46,446 Closed
MS
1111
Madden Securities
Texas
– -$958K -45,723 Closed
FFO
1112
Fiduciary Family Office
Florida
– -$899K -42,918 Closed
VCM
1113
Virtue Capital Management
Tennessee
– -$856K -39,870 Closed
QC
1114
Quadrature Capital
United Kingdom
– -$710K -33,888 Closed
Renaissance Technologies
1115
Renaissance Technologies
New York
– -$704K -33,600 Closed
Charles Schwab
1116
Charles Schwab
California
– -$702K -33,510 Closed
WCM
1117
Wealthcare Capital Management
Virginia
– -$609K -29,076 Closed
SIG
1118
Stonegate Investment Group
Alabama
– -$577K -27,510 Closed
HOWA
1119
Heritage Oak Wealth Advisors
Florida
– -$512K -24,453 Closed
AFG
1120
ABLE Financial Group
Arizona
– -$432K -20,595 Closed
TCM
1121
Traynor Capital Management
Pennsylvania
– -$317K -15,144 Closed
ANB
1122
Amarillo National Bank
Texas
– -$267K -12,732 Closed
AI
1123
Atria Investments
North Carolina
– -$248K -11,820 Closed
OPWM
1124
Oxinas Partners Wealth Management
Indiana
– -$247K -11,787 Closed
Marshall Wace
1125
Marshall Wace
United Kingdom
– -$241K -11,502 Closed