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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1326
IFS Advisors
Kansas
$18 -$26 -1 Closed
PWA
1327
Portus Wealth Advisors
North Carolina
$9 – – –
SFP
1328
Strategic Financial Planning
Texas
– -$24.6M -939,186 Closed
BA
1329
Ballast Advisors
Minnesota
– -$6.97M -265,637 Closed
AWM
1330
Axxcess Wealth Management
California
– -$4.6M -175,459 Closed
Renaissance Technologies
1331
Renaissance Technologies
New York
– -$3.77M -143,700 Closed
Janney Montgomery Scott
1332
Janney Montgomery Scott
Pennsylvania
– -$2.95M -112,475 Closed
TIAA Trust, National Association
1333
TIAA Trust, National Association
North Carolina
– -$2.91M -111,002 Closed
SCM
1334
SOL Capital Management
Maryland
– -$2.33M -89,028 Closed
JWCA
1335
J.W. Cole Advisors
Florida
– -$1.64M -69,146 Closed
VIP
1336
Value Investment Professionals
New York
– -$1.73M -65,931 Closed
FTUS
1337
Flow Traders U.S.
New York
– -$1.47M -55,976 Closed
WWM
1338
Westwood Wealth Management
California
– -$1.22M -46,656 Closed
PAS
1339
Park Avenue Securities
New York
– -$1.19M -45,283 Closed
CC
1340
Cornerstone Capital
California
– -$1.07M -40,678 Closed
Belvedere Trading
1341
Belvedere Trading
Illinois
– -$1.03M -39,154 Closed
YIH
1342
Y-Intercept (HK)
Hong Kong
– -$993K -37,844 Closed
WC
1343
Wolfstich Capital
Massachusetts
– -$889K -32,427 Closed
SGWM
1344
Sterling Group Wealth Management
California
– -$755K -28,769 Closed
EFS
1345
Econ Financial Services
Pennsylvania
– -$691K -26,356 Closed
MPCL
1346
My Personal CFO LLC
Washington
– -$662K -25,257 Closed
HFA
1347
Hershey Financial Advisers
Pennsylvania
– -$608K -23,174 Closed
OA
1348
Oasis Advisors
Iowa
– -$495K -18,868 Closed
IIA
1349
Integrity Investment Advisors
Colorado
– -$491K -18,704 Closed
MMHP
1350
Murphy Middleton Hinkle & Parker
Georgia
– -$1.8M -18,551 Closed