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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
576
FirstPurpose Wealth
Utah
$418K -$230K -14,310 -34%
GC
577
Gilbert & Cook
Iowa
$418K – – –
WAM
578
Weatherly Asset Management
California
$417K -$8.43K -525 -2%
IF
579
IRON Financial
Illinois
$415K -$3.95K -246 -0.9%
AA
580
AF Advisors
California
$414K +$452K +28,134 New
W
581
Wealthsimple
Ontario, Canada
$412K +$449K +27,948 New
Bank of New York Mellon
582
Bank of New York Mellon
New York
$408K -$18K -1,122 -4%
KPWS
583
Kestra Private Wealth Services
Texas
$404K -$16K -996 -4%
AWA
584
Aquire Wealth Advisors
Utah
$400K +$2.41K +150 +0.6%
AIM
585
Anchor Investment Management
South Carolina
$400K +$12.4K +771 +3%
BF
586
Blankinship & Foster
California
$399K -$272K -16,974 -39%
CA
587
Cetera Advisors
Colorado
$399K -$70.4K -4,386 -14%
CS
588
Credit Suisse
Switzerland
$399K -$40.1K -2,496 -8%
WP
589
WealthSource Partners
California
$399K +$434K +27,063 New
SHWM
590
Silicon Hills Wealth Management
Texas
$397K -$412K -25,680 -49%
LNC
591
Lincoln National Corp
Pennsylvania
$397K +$11.6K +723 +3%
AWM
592
Altus Wealth Management
Kentucky
$393K +$30.8K +1,920 +8%
UB
593
UMB Bank
Missouri
$392K – – –
PIA
594
Pinion Investment Advisors
Kansas
$386K -$6.16K -384 -1%
US Bancorp
595
US Bancorp
Minnesota
$381K -$867 -54 -0.2%
CGFA
596
Colton Groome Financial Advisors
North Carolina
$380K – – –
TCWM
597
Total Clarity Wealth Management
Illinois
$378K +$50K +3,114 +14%
AC
598
Abbrea Capital
California
$372K +$29.9K +1,860 +8%
RF
599
Rollins Financial
Georgia
$371K -$6.26K -390 -2%
SWA
600
Sightline Wealth Advisors
Connecticut
$371K -$48 -3 -0%