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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
551
Gerber Kawasaki Wealth & Investment Management
California
$588K +$56.3K +3,210 +11%
WJA
552
Willis Johnson & Associates
Texas
$581K – – –
TWM
553
Thrive Wealth Management
Pennsylvania
$573K +$121K +6,915 +27%
VT
554
Vise Technologies
New York
$564K +$105K +5,973 +23%
RPSA
555
Richard P. Slaughter Associates
Texas
$563K -$147K -8,400 -21%
JWM
556
Jeppson Wealth Management
California
$563K +$1.53K +87 +0.3%
WA
557
Wealth Architects
California
$561K +$150K +8,523 +37%
CA
558
Cetera Advisors
Colorado
$560K -$26.1K -1,488 -5%
ACP
559
Aviance Capital Partners
Florida
$560K +$61.9K +3,525 +13%
AWA
560
Arkadios Wealth Advisors
Georgia
$558K -$101K -5,781 -16%
ACM
561
Armbruster Capital Management
New York
$555K -$27.4K -1,563 -5%
PFS
562
Prospera Financial Services
Texas
$550K +$211 +12 +0%
BAAM
563
Baker Avenue Asset Management
California
$547K -$304K -17,334 -36%
I2I
564
Insight 2811 Inc
Illinois
$545K -$221K -12,570 -29%
EAM
565
Evanson Asset Management
California
$541K -$194K -11,061 -27%
AL
566
ACAS LLC
California
$541K -$74.9K -4,269 -12%
IFA
567
Index Fund Advisors
California
$534K -$1.07M -60,828 -67%
BAM
568
Bosun Asset Management
Illinois
$534K – – –
BCM
569
Bowie Capital Management
Texas
$534K – – –
HBT
570
Hills Bank & Trust
Iowa
$534K – – –
CFB
571
Cullen/Frost Bankers
Texas
$529K – – –
CS
572
Credit Suisse
Switzerland
$527K -$3.27K -186 -0.6%
CF
573
Convergence Financial
Missouri
$513K – – –
WAM
574
Weatherly Asset Management
California
$513K -$8.43K -480 -2%
Bank of New York Mellon
575
Bank of New York Mellon
New York
$513K +$6.27K +357 +1%