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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
526
River Wealth Advisors
Pennsylvania
$391K -$20.1K -1,272 -5%
MWM
527
Mission Wealth Management
California
$389K – – –
LIM
528
Loudon Investment Management
New Hampshire
$386K +$86.5K +5,490 +21%
I2I
529
Insight 2811 Inc
Illinois
$382K -$44.1K -2,796 -11%
GKWIM
530
Gerber Kawasaki Wealth & Investment Management
California
$379K +$106K +6,732 +40%
KBFS
531
Kohmann Bosshard Financial Services
Ohio
$378K – – –
AWM
532
Altus Wealth Management
Kentucky
$367K +$31.8K +2,016 +10%
CAL
533
Capital Advisors Ltd
Ohio
$365K – – –
MFT
534
Moisand Fitzgerald Tamayo
Florida
$365K +$49.6K +3,144 +16%
BP
535
Broadleaf Partners
Ohio
$364K +$7.66K +486 +2%
SSI
536
Scott & Selber Inc
Texas
$361K -$4.07K -258 -1%
TC
537
TownSquare Capital
Utah
$359K -$212K -13,428 -38%
CW
538
CreativeOne Wealth
Kansas
$358K +$30.4K +1,926 +9%
JIC
539
Joel Isaacson & Co
New York
$357K +$1.04K +66 +0.3%
AIM
540
Anchor Investment Management
South Carolina
$354K – – –
SFG
541
Sovereign Financial Group
Connecticut
$352K +$94.1K +5,970 +38%
LNC
542
Lincoln National Corp
Pennsylvania
$349K +$95 +6 +0%
AC
543
Abbrea Capital
California
$347K +$1.14K +72 +0.3%
AF
544
Allworth Financial
California
$346K – – –
RCAG
545
Rehmann Capital Advisory Group
Michigan
$342K – – –
NEGWA
546
New England Guild Wealth Advisors
Connecticut
$339K -$45.9K -2,910 -12%
FCIM
547
Fairview Capital Investment Management
California
$338K -$2.84K -180 -0.9%
AMIM
548
Aull & Monroe Investment Management
Alabama
$337K -$39.3K -2,490 -11%
Cetera Investment Advisers
549
Cetera Investment Advisers
Illinois
$335K -$9.46K -600 -3%
LAIC
550
Lederer & Associates Investment Counsel
California
$334K -$19.3K -1,224 -6%