We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
451
D'Orazio & Associates
Virginia
$100K +$15.9K +1,470 +17%
AIM
452
Anchor Investment Management
South Carolina
$96.6K – – –
RFC
453
Regions Financial Corp
Alabama
$96K – – –
WAM
454
Wealthspire Advisors (Maryland)
Maryland
$94K +$519 +48 +0.5%
CCM
455
Covington Capital Management
California
$93K +$60.9K +5,628 +152%
RWM
456
Raffa Wealth Management
District of Columbia
$91.4K – – –
PNC Financial Services Group
457
PNC Financial Services Group
Pennsylvania
$91K +$1.1K +102 +1%
LFG
458
Larson Financial Group
Missouri
$91K +$98K +9,066 New
SIAP
459
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K +$19.5K +1,800 +26%
CIAS
460
Capital Investment Advisory Services
North Carolina
$79K +$85.6K +7,920 New
CFA
461
Clarfeld Financial Advisors
New York
$78K +$84.7K +7,830 New
JWM
462
Janiczek Wealth Management
Colorado
$73K +$2.66K +246 +3%
CAC
463
Certified Advisory Corp
Florida
$71K +$130 +12 +0.2%
FTI
464
Fiduciary Trust International
Massachusetts
$71K +$86.1K +7,962 New
HNB
465
Huntington National Bank
Ohio
$70K – – –
FHA
466
Flagship Harbor Advisors
Massachusetts
$68K – – –
BAMG
467
Brand Asset Management Group
Missouri
$66K +$389 +36 +0.5%
CTB
468
Country Trust Bank
Illinois
$65K – – –
OAM
469
Oppenheimer Asset Management
New York
$65K +$70.3K +6,504 New
BAM
470
Barrett Asset Management
New York
$64K – – –
PGWM
471
Parisi Gray Wealth Management
New Jersey
$64K +$70.3K +6,498 New
QAM
472
QCI Asset Management
New York
$61K -$11.6K -1,074 -15%
LB
473
Legacy Bridge
Iowa
$61K +$66.5K +6,150 New
TL
474
TrueWealth LLC
Georgia
$55K +$65 +6 +0.1%
PMFA
475
Plante Moran Financial Advisors
Michigan
$53K +$21.1K +1,956 +58%