We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
551
Cedar Brook Financial Partners
Ohio
$280K +$263K +18,438 New
ECM
552
Evergreen Capital Management
Washington
$278K -$2.14K -150 -0.8%
IWC
553
Integrated Wealth Concepts
Massachusetts
$278K +$4.44K +312 +2%
LFA
554
Lighthouse Financial Advisors
Maryland
$274K +$1.03K +72 +0.4%
BFA
555
Beaumont Financial Advisors
Massachusetts
$273K -$196K -13,752 -43%
CP
556
Corbenic Partners
Pennsylvania
$272K +$7.26K +510 +3%
BIM
557
Baldwin Investment Management
Pennsylvania
$272K +$256K +17,958 New
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$271K – – –
SCM
559
Schnieders Capital Management
California
$268K – – –
Fifth Third Bancorp
560
Fifth Third Bancorp
Ohio
$268K +$18.8K +1,320 +8%
CAM
561
Cubic Asset Management
Massachusetts
$267K – – –
SFP
562
Shepherd Financial Partners
Massachusetts
$266K – – –
GLLW
563
Graves Light Lenhart Wealth
Virginia
$265K +$769 +54 +0.3%
FRA
564
Front Row Advisors
California
$263K – – –
PAM
565
Premier Asset Management
Illinois
$263K – – –
HPWM
566
Highland Private Wealth Management
Washington
$261K – – –
WA
567
Wealth Architects
California
$260K +$342 +24 +0.1%
AWA
568
Arkadios Wealth Advisors
Georgia
$259K -$242K -16,968 -50%
DY
569
Dowling & Yahnke
California
$257K +$4.79K +336 +2%
EH
570
Equitable Holdings
New York
$257K +$18.8K +1,320 +8%
TC
571
TAP Consulting
Missouri
$257K +$26.6K +1,866 +12%
RC
572
Rovin Capital
Arizona
$256K -$15.9K -1,116 -6%
Fisher Asset Management
573
Fisher Asset Management
Washington
$255K +$239K +16,806 New
GKWIM
574
Gerber Kawasaki Wealth & Investment Management
California
$254K +$239K +16,794 New
BWA
575
Burt Wealth Advisors
Maryland
$253K – – –