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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1176
IFS Advisors
Kansas
$36 – – –
WCM
1177
Weaver Capital Management
Georgia
– -$33.9M -1,493,645 Closed
FSA
1178
Financial Services Advisory
Maryland
– -$24.9M -1,097,994 Closed
LWL
1179
Leo Wealth LLC
Texas
– -$3.48M -153,416 Closed
SW
1180
SVB Wealth
Massachusetts
– -$2.27M -100,038 Closed
Renaissance Technologies
1181
Renaissance Technologies
New York
– -$2.21M -97,400 Closed
LP
1182
LGL Partners
Pennsylvania
– -$600K -26,411 Closed
CAS
1183
Coppell Advisory Solutions
Texas
– -$297K -13,059 Closed
AIM
1184
Aurora Investment Managers
Florida
– -$284K -12,510 Closed
SW
1185
Simplicity Wealth
New Jersey
– -$268K -11,801 Closed
WFAG
1186
Wescott Financial Advisory Group
Pennsylvania
– -$266K -11,721 Closed
CAP
1187
Columbia Advisory Partners
Washington
– -$256K -11,291 Closed
KWM
1188
Kingsview Wealth Management
Oregon
– -$250K -11,031 Closed
TRCT
1189
Tower Research Capital (TRC)
New York
– -$247K -10,881 Closed
BFG
1190
Bleakley Financial Group
New Jersey
– -$243K -10,687 Closed
EAM
1191
Empirical Asset Management
Massachusetts
– -$242K -10,640 Closed
TWM
1192
Tanager Wealth Management
United Kingdom
– -$234K -10,296 Closed
APA
1193
Astoria Portfolio Advisors
New York
– -$230K -10,173 Closed
CFG
1194
Cornerstone Financial Group
Nebraska
– -$230K -10,122 Closed
BFWM
1195
Bright Futures Wealth Management
New York
– -$232K -9,919 Closed
SWM
1196
Stark Wealth Management
Pennsylvania
– -$222K -9,768 Closed
CAM
1197
Columbia Asset Management
Michigan
– -$220K -9,693 Closed
CWS
1198
Cypress Wealth Services
California
– -$218K -9,595 Closed
RWM
1199
Rockwood Wealth Management
Pennsylvania
– -$214K -9,392 Closed
GCM
1200
Glaxis Capital Management
Florida
– -$210K -9,259 Closed