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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
376
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$139K – – –
Bank of Montreal
377
Bank of Montreal
Ontario, Canada
$132K +$45.1K +4,128 +53%
EA
378
Efficient Advisors
Ohio
$130K -$11K -1,008 -8%
UBS AM
379
UBS AM
Illinois
$113K – – –
AWM
380
AllSquare Wealth Management
New York
$111K – – –
RWA
381
Ropes Wealth Advisors
Massachusetts
$110K -$4.92K -450 -4%
MA
382
MUFG Americas
New York
$110K – – –
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$107K -$31.5K -2,880 -23%
AIM
384
Anchor Investment Management
South Carolina
$106K +$13.1K +1,200 +14%
RFC
385
Regions Financial Corp
Alabama
$106K – – –
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$102K -$32.8K -3,000 -24%
RWM
387
Raffa Wealth Management
District of Columbia
$101K – – –
JFGIW
388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K +$87.6K +8,010 New
TFS
389
TrustCore Financial Services
Tennessee
$86K +$7.15K +654 +9%
CAC
390
Certified Advisory Corp
Florida
$78K +$41.9K +3,834 +117%
JWM
391
Janiczek Wealth Management
Colorado
$78K +$77.5K +7,092 New
SIAP
392
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K -$66 -6 -0.1%
ECM
393
Exchange Capital Management
Michigan
$76K +$51.4K +4,698 +210%
FHA
394
Flagship Harbor Advisors
Massachusetts
$75K +$75.2K +6,882 New
BAM
395
Barrett Asset Management
New York
$70K – – –
BAMG
396
Brand Asset Management Group
Missouri
$67K +$66.2K +6,054 New
SSB
397
Sandy Spring Bank
Maryland
$65K -$48.5K -4,440 -43%
Deutsche Bank
398
Deutsche Bank
Germany
$63K -$152K -13,860 -71%
RFA
399
Reilly Financial Advisors
California
$62K – – –
KJWM
400
Kiley Juergens Wealth Management
Washington
$61K +$61.1K +5,592 New