We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
26
North Star Asset Management
Wisconsin
$27.3M +$656K +60,666 +2%
OAJ
27
Ogorek Anthony Joseph
New York
$27.1M +$2.51M +232,212 +9%
PA
28
Planning Alternatives
Michigan
$26.7M -$10.8M -999,024 -27%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.3M +$4.26M +394,116 +18%
KFA
30
Kays Financial Advisory
Georgia
$25.9M +$2.34M +216,552 +9%
SFS
31
Summit Financial Strategies
Ohio
$25.4M +$1.91M +176,970 +7%
PCA
32
Personal Capital Advisors
California
$24.8M +$26.2M +2,419,230 +3,801%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$24.5M +$847K +78,366 +3%
SFC
34
SYM Financial Corp
Indiana
$24M
AP
35
Agilis Partners
Massachusetts
$23.8M -$3.81M -352,812 -13%
A
36
AdvicePeriod
California
$23M +$12.4M +1,148,190 +100%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$20M +$3.33M +307,866 +18%
HCM
38
Hengehold Capital Management
Ohio
$19.9M +$7.91M +731,364 +58%
OIA
39
OneDigital Investment Advisors
Kansas
$19.7M +$19.4M +1,789,872 +962%
SFG
40
SNS Financial Group
Minnesota
$18.8M -$760K -70,332 -4%
VNA
41
Valley National Advisers
Pennsylvania
$18.5M +$17.6M +1,625,016 +716%
TWM
42
Tanglewood Wealth Management
Texas
$18M +$19M +1,755,876 +3,736%
BL
43
BCWM LLC
Kansas
$17.5M +$1.89M +175,158 New
AAIM
44
Asset Advisors Investment Management
Georgia
$17.5M -$170K -15,720 -0.9%
HWA
45
HHM Wealth Advisors
Tennessee
$17.2M +$18.6M +1,720,830 New
SA
46
Strategic Advisors
New York
$17.1M -$1.43M -132,282 -7%
CCA
47
Cobblestone Capital Advisors
New York
$16.4M +$2.98M +275,928 +20%
FNC
48
First National Corp
Massachusetts
$16.4M +$17.7M +1,637,958 New
LPL Financial
49
LPL Financial
California
$16.4M +$3.1M +286,716 +21%
HighTower Advisors
50
HighTower Advisors
Illinois
$16.1M +$1.55M +143,772 +10%