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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
576
IRON Financial
Illinois
$547K -$3.09K -168 -0.6%
CF
577
Convergence Financial
Missouri
$543K +$531K +28,842 New
Bank of New York Mellon
578
Bank of New York Mellon
New York
$536K +$221 +12 +0%
GC
579
Gilbert & Cook
Iowa
$534K
ACP
580
Aviance Capital Partners
Florida
$526K
KPWS
581
Kestra Private Wealth Services
Texas
$516K -$7.4K -402 -1%
RI
582
Rinkey Investments
California
$515K +$511K +27,756 New
FFM
583
Forum Financial Management
Illinois
$513K +$501K +27,258 New
Vanguard Capital Wealth Advisors
584
Vanguard Capital Wealth Advisors
Colorado
$508K +$133K +7,236 +37%
IWM
585
IHT Wealth Management
Illinois
$506K
LNC
586
Lincoln National Corp
Pennsylvania
$504K +$40.4K +2,196 +9%
UB
587
UMB Bank
Missouri
$502K +$220K +11,934 +81%
AWA
588
Aquire Wealth Advisors
Utah
$501K +$489K +26,592 New
AIM
589
Anchor Investment Management
South Carolina
$496K
US Bancorp
590
US Bancorp
Minnesota
$495K +$16.3K +888 +3%
GC
591
Garde Capital
Washington
$489K +$42.5K +2,310 +10%
CGFA
592
Colton Groome Financial Advisors
North Carolina
$485K
PIA
593
Pinion Investment Advisors
Kansas
$485K +$106K +5,748 +29%
VT
594
Vise Technologies
New York
$485K +$473K +25,734 New
RF
595
Rollins Financial
Georgia
$482K +$471K +25,590 New
LIM
596
Loudon Investment Management
New Hampshire
$480K
TWM
597
Thrive Wealth Management
Pennsylvania
$476K +$465K +25,284 New
SWA
598
Sightline Wealth Advisors
Connecticut
$474K +$1.77K +96 +0.4%
HPWM
599
Highland Private Wealth Management
Washington
$473K +$110 +6 +0%
CSIA
600
Charles Schwab Investment Advisory
California
$472K -$369K -20,034 -44%