We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWG
426
The Wealth Group
Minnesota
$2.97M -$84.3K -3,010 -3%
ZIC
427
ZWJ Investment Counsel
Georgia
$2.97M -$33.6K -1,201 -1%
LFG
428
Larson Financial Group
Missouri
$2.96M +$1.28M +45,624 +81%
VAF
429
Values Added Financial
District of Columbia
$2.94M +$112 +4 +0%
FF
430
Farrow Financial
Vermont
$2.93M -$149K -5,322 -5%
IWMA
431
Ironwood Wealth Management (Arizona)
Arizona
$2.91M -$31.2K -1,115 -1%
NFW
432
Noble Family Wealth
Florida
$2.88M +$5.93K +212 +0.2%
BAM
433
Belpointe Asset Management
Nevada
$2.88M -$926K -33,093 -25%
NRI
434
NFP Retirement Inc
California
$2.85M -$52K -1,856 -2%
DCM
435
Dorato Capital Management
Colorado
$2.84M +$8.4K +300 +0.3%
WPA
436
West Paces Advisors
Georgia
$2.81M -$41.2K -1,472 -1%
MAV
437
Mason & Associates (Virginia)
Virginia
$2.81M +$112 +4 +0%
GWA
438
Geometric Wealth Advisors
District of Columbia
$2.76M +$172K +6,148 +7%
GWWM
439
Great Waters Wealth Management
Minnesota
$2.75M -$8.15K -291 -0.3%
MG
440
Mather Group
Illinois
$2.72M -$1.57K -56 -0.1%
Natixis Advisors
441
Natixis Advisors
Massachusetts
$2.72M +$245K +8,742 +10%
SW
442
Simplicity Wealth
New Jersey
$2.72M +$2.63M +93,798 New
HIC
443
Holderness Investments Company
North Carolina
$2.7M +$45.4K +1,622 +2%
IP
444
Indivisible Partners
Florida
$2.7M +$25.2K +901 +1%
BFPW
445
BOK Financial Private Wealth
Colorado
$2.69M -$19.9K -710 -0.8%
AA
446
Ancora Advisors
Ohio
$2.67M +$18.6K +665 +0.7%
VT
447
Vise Technologies
New York
$2.65M +$1.56M +55,564 +154%
FWP
448
FAS Wealth Partners
Kansas
$2.65M +$16.3K +582 +0.6%
OA
449
Operose Advisors
Wisconsin
$2.64M +$6.83K +244 +0.3%
NCM
450
Novare Capital Management
North Carolina
$2.63M +$5.99K +214 +0.2%