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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
576
Gerber Kawasaki Wealth & Investment Management
California
$328K -$78.7K -4,650 -20%
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$326K -$24.1K -1,422 -7%
PB
578
Pinnacle Bancorp
Nebraska
$326K – – –
ECM
579
Evergreen Capital Management
Washington
$318K – – –
Thrivent Financial for Lutherans
580
Thrivent Financial for Lutherans
Minnesota
$318K +$50.8K +3,000 +20%
FF
581
Friedenthal Financial
New Jersey
$317K +$308K +18,216 New
FRA
582
Front Row Advisors
California
$315K – – –
SCM
583
Schnieders Capital Management
California
$307K – – –
CAM
584
Cubic Asset Management
Massachusetts
$306K – – –
GLLW
585
Graves Light Lenhart Wealth
Virginia
$305K +$711 +42 +0.2%
SFP
586
Shepherd Financial Partners
Massachusetts
$304K -$914 -54 -0.3%
PAM
587
Premier Asset Management
Illinois
$301K – – –
RPA
588
Rock Point Advisors
Vermont
$299K -$25.5K -1,506 -8%
WA
589
Wealth Architects
California
$299K – – –
EH
590
Equitable Holdings
New York
$299K +$4.26K +252 +1%
LF
591
LifeSteps Financial
California
$293K +$2.74K +162 +1%
BWA
592
Burt Wealth Advisors
Maryland
$290K – – –
MM
593
Main Management
California
$290K +$26.8K +1,584 +10%
FVWA
594
Foster Victor Wealth Advisors
South Carolina
$289K -$6.8K -402 -2%
AIA
595
Alera Investment Advisors
Illinois
$286K +$278K +16,440 New
Rockefeller Capital Management
596
Rockefeller Capital Management
New York
$284K +$230K +13,596 +493%
VHAM
597
Van Hulzen Asset Management
California
$283K – – –
RWG
598
Ratio Wealth Group
Colorado
$283K – – –
AFA
599
American Financial Advisors
Georgia
$280K +$7.31K +432 +3%
CCM
600
Coldstream Capital Management
Washington
$280K +$273K +16,110 New