We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Spire Wealth Management
Virginia
$864K +$290 +15 +0%
MCM
552
Mengis Capital Management
Oregon
$860K -$21.6K -1,116 -3%
CAL
553
Capital Advisors Ltd
Ohio
$859K
CPL
554
CAP Partners LLC
Tennessee
$854K -$32K -1,656 -4%
MWA
555
Muirfield Wealth Advisors
North Carolina
$851K -$36.5K -1,887 -4%
BC
556
Barrett & Company
Rhode Island
$840K +$1.28K +66 +0.2%
CI
557
CX Institutional
Indiana
$840K -$1.45M -74,847 -64%
PRWA
558
Platte River Wealth Advisors
Colorado
$837K +$44.2K +2,283 +6%
WIM
559
Waycross Investment Management
Washington
$827K
NCMW
560
Northern Capital Management (Washington)
Washington
$826K +$88.8K +4,587 +13%
SWM
561
Stockman Wealth Management
Montana
$824K -$42.3K -2,187 -5%
FAIM
562
Financial Advocates Investment Management
Washington
$820K -$300K -15,504 -28%
MIA
563
MainStreet Investment Advisors
Illinois
$817K
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$817K
USCWA
565
U.S. Capital Wealth Advisors
Texas
$810K +$581 +30 +0.1%
FF
566
Farrow Financial
Vermont
$805K -$35.4K -1,830 -4%
Vanguard Group
567
Vanguard Group
Pennsylvania
$797K +$360K +18,588 +90%
TCMP
568
Thrive Capital Management (Pennsylvania)
Pennsylvania
$794K +$871K +44,988 New
BCM
569
Bowie Capital Management
Texas
$794K -$116K -6,000 -13%
DSAM
570
Dock Street Asset Management
Florida
$793K
EFS
571
Econ Financial Services
Pennsylvania
$790K -$68.8K -3,558 -8%
BEW
572
Burton Enright Welch
California
$788K -$22.6K -1,167 -3%
JWM
573
Janiczek Wealth Management
Colorado
$787K +$49.9K +2,580 +7%
MA
574
Marquette Associates
Illinois
$785K -$1.06M -54,894 -59%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$781K +$58 +3 +0%