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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1351
Magnolia Capital Advisors
Mississippi
– -$466K -17,781 Closed
CFP
1352
Catalyst Financial Partners
Massachusetts
– -$446K -17,001 Closed
WSA
1353
Warm Springs Advisors
California
– -$424K -16,150 Closed
TFP
1354
TrueWealth Financial Partners
Washington
– -$388K -14,776 Closed
CIP
1355
Capital Insight Partners
Arizona
– -$347K -13,218 Closed
Vanguard Personalized Indexing Management
1356
Vanguard Personalized Indexing Management
California
– -$341K -13,002 Closed
BSCCG
1357
Blue Sky Capital Consultants Group
California
– -$330K -12,582 Closed
PAW
1358
Plan A Wealth
Nebraska
– -$324K -12,346 Closed
AP
1359
Americana Partners
Texas
– -$315K -12,003 Closed
WIM
1360
Warwick Investment Management
Texas
– -$298K -11,360 Closed
CAMG
1361
CWA Asset Management Group
Florida
– -$283K -10,783 Closed
AWM
1362
Austin Wealth Management
Texas
– -$271K -10,165 Closed
SEM
1363
Strategic Equity Management
Arizona
– -$262K -10,002 Closed
Susquehanna International Group
1364
Susquehanna International Group
Pennsylvania
– -$247K -9,396 Closed
HCM
1365
Howard Capital Management
Georgia
– -$242K -9,231 Closed
AIM
1366
Aurora Investment Managers
Florida
– -$234K -8,906 Closed
TFS
1367
Thoroughbred Financial Services
Tennessee
– -$228K -8,696 Closed
MI
1368
Moneywise Inc
Virginia
– -$214K -8,175 Closed
FPWM
1369
FSB Premier Wealth Management
Iowa
– -$209K -7,958 Closed
MHFA
1370
Mission Hills Financial Advisory
California
– -$208K -7,913 Closed
TWA
1371
TCI Wealth Advisors
Arizona
– -$207K -7,886 Closed
FFG
1372
Fiduciary Financial Group
California
– -$205K -7,825 Closed
PWP
1373
Prasad Wealth Partners
Ohio
– -$205K -7,812 Closed
WIA
1374
Wetzel Investment Advisors
Indiana
– -$205K -7,800 Closed
EIG
1375
Ellenbecker Investment Group
Wisconsin
– -$202K -7,716 Closed