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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
Gradient Investments
Minnesota
$11K +$11.2K +1,500 New
CDIA
127
Capital Directions Investment Advisors
Georgia
$10K
Creative Planning
128
Creative Planning
Kansas
$9K +$5.61K +750 +162%
PP
129
Palladium Partners
Virginia
$9K +$8.98K +1,200 New
TCM
130
Tradewinds Capital Management
Washington
$9K +$9.02K +1,206 New
RWM
131
Raffa Wealth Management
District of Columbia
$8.73K -$90 -12 -1%
BAM
132
Barrett Asset Management
New York
$8K
ARMC
133
American Research & Management Company
Massachusetts
$5K
EMA
134
Efficient Market Advisors
California
$4K -$45 -6 -1%
PFG
135
Piershale Financial Group
Illinois
$3K
HR
136
Howe & Rusling
New York
$3K +$2.69K +360 New
KCPG
137
Kavar Capital Partners Group
Kansas
$1K
QCMNJ
138
Quantum Capital Management (New Jersey)
New Jersey
$1K +$584 +78 New
SG Americas Securities
139
SG Americas Securities
New York
-$1.79M -238,332 Closed
BC
140
Brinker Capital
Pennsylvania
-$1.36M -181,254 Closed
AWE
141
Avidian Wealth Enterprises
Texas
-$360K -50,424 Closed
CI
142
Chartist Inc
California
-$282K -37,788 Closed
HIC
143
Hartline Investment Corp
Illinois
-$243K -32,334 Closed
BDF
144
Balasa Dinverno & Foltz
-$204K -27,204 Closed
SHWM
145
Smith & Howard Wealth Management
Georgia
-$173K -23,028 Closed
ASN
146
Advisory Services Network
Georgia
-$170K -22,602 Closed
Group One Trading
147
Group One Trading
Illinois
-$63K -8,400 Closed
QCMC
148
Quantum Capital Management (California)
California
-$11K -1,458 Closed