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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
576
Charles Schwab Investment Advisory
California
$507K +$60.8K +3,462 +14%
IF
577
IRON Financial
Illinois
$506K -$10.2K -579 -2%
KPWS
578
Kestra Private Wealth Services
Texas
$506K +$17.6K +1,002 +4%
GC
579
Gilbert & Cook
Iowa
$505K – – –
MRWM
580
ML&R Wealth Management
Texas
$489K +$52K +2,961 +12%
AWA
581
Aquire Wealth Advisors
Utah
$481K +$7.69K +438 +2%
FFM
582
Forum Financial Management
Illinois
$476K -$8.95K -510 -2%
LIM
583
Loudon Investment Management
New Hampshire
$474K -$309K -17,625 -49%
UB
584
UMB Bank
Missouri
$474K – – –
PIA
585
Pinion Investment Advisors
Kansas
$473K +$15K +852 +3%
VFA
586
Valeo Financial Advisors
Indiana
$471K +$238K +13,533 +105%
AIM
587
Anchor Investment Management
South Carolina
$469K – – –
CWM
588
Cabot Wealth Management
Massachusetts
$467K -$65.1K -3,708 -12%
LNC
589
Lincoln National Corp
Pennsylvania
$467K -$9.32K -531 -2%
US Bancorp
590
US Bancorp
Minnesota
$460K -$7.9K -450 -2%
GC
591
Garde Capital
Washington
$459K -$3.42K -195 -0.8%
CGFA
592
Colton Groome Financial Advisors
North Carolina
$459K – – –
MWM
593
Mission Wealth Management
California
$456K +$16.5K +939 +4%
RF
594
Rollins Financial
Georgia
$455K – – –
TI
595
Trexquant Investment
Connecticut
$454K +$186K +10,605 +71%
SWA
596
Sightline Wealth Advisors
Connecticut
$450K +$4.21K +240 +1%
AWM
597
AE Wealth Management
Kansas
$449K +$48.5K +2,763 +12%
RI
598
Rinkey Investments
California
$446K -$9.43K -537 -2%
CFIA
599
Cantor Fitzgerald Investment Advisors
New York
$441K +$2.37K +135 +0.5%
AWM
600
Altus Wealth Management
Kentucky
$440K +$10.4K +594 +2%