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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
526
Gerber Kawasaki Wealth & Investment Management
California
$495K +$173K +9,732 +52%
Bank of New York Mellon
527
Bank of New York Mellon
New York
$493K +$39.8K +2,238 +9%
GC
528
Gilbert & Cook
Iowa
$491K – – –
ACP
529
Aviance Capital Partners
Florida
$483K – – –
KPWS
530
Kestra Private Wealth Services
Texas
$482K -$28.1K -1,578 -5%
CFIA
531
Cantor Fitzgerald Investment Advisors
New York
$476K -$16K -900 -3%
APP
532
Avantax Planning Partners
Iowa
$469K – – –
IWM
533
IHT Wealth Management
Illinois
$465K -$126K -7,098 -21%
AIM
534
Anchor Investment Management
South Carolina
$456K +$73.4K +4,128 +19%
CGFA
535
Colton Groome Financial Advisors
North Carolina
$446K -$11K -618 -2%
PMFA
536
Plante Moran Financial Advisors
Michigan
$445K +$177K +9,936 +63%
RWA
537
River Wealth Advisors
Pennsylvania
$442K -$7.15K -402 -2%
LIM
538
Loudon Investment Management
New Hampshire
$441K – – –
US Bancorp
539
US Bancorp
Minnesota
$440K +$3.42K +192 +0.8%
HPWM
540
Highland Private Wealth Management
Washington
$435K – – –
SWA
541
Sightline Wealth Advisors
Connecticut
$432K +$320 +18 +0.1%
PAM
542
Palisade Asset Management
Minnesota
$427K – – –
LNC
543
Lincoln National Corp
Pennsylvania
$425K +$53.6K +3,012 +14%
PFM
544
Parsec Financial Management
North Carolina
$424K -$37.3K -2,100 -9%
ARMC
545
American Research & Management Company
Massachusetts
$420K -$42.7K -2,400 -9%
MWM
546
Mission Wealth Management
California
$418K – – –
AWM
547
Altus Wealth Management
Kentucky
$412K +$11K +618 +3%
AA
548
Advisory Alpha
Michigan
$412K +$180K +10,146 +74%
GC
549
Garde Capital
Washington
$410K -$179K -10,038 -30%
CPWM
550
Cypress Point Wealth Management
Texas
$409K -$1.99M -111,732 -83%