We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
576
Winthrop Capital Management
Indiana
$673K +$626K +36,243 New
JWM
577
Janiczek Wealth Management
Colorado
$670K +$84.4K +4,884 +16%
PAS
578
Park Avenue Securities
New York
$669K +$8.86K +513 +1%
NCMW
579
Northern Capital Management (Washington)
Washington
$668K -$155 -9 -0%
TAM
580
Townsend Asset Management
North Carolina
$662K -$4.3K -249 -0.7%
MA
581
MCF Advisors
Kentucky
$660K -$251K -14,517 -29%
LNC
582
Lincoln National Corp
Pennsylvania
$660K +$305K +17,673 +99%
BFC
583
Bedel Financial Consulting
Indiana
$658K +$1.09K +63 +0.2%
GC
584
Grimes & Company
Massachusetts
$656K +$2.59K +150 +0.4%
AWM
585
Axxcess Wealth Management
California
$651K -$12.4K -720 -2%
DP
586
Denver PWM
Colorado
$646K -$20.6K -1,194 -3%
CWA
587
Consilium Wealth Advisory
Texas
$640K
GP
588
Greenline Partners
New York
$636K +$2.44K +141 +0.4%
AWA
589
Aletheian Wealth Advisors
Washington
$633K +$829 +48 +0.1%
AQR Capital Management
590
AQR Capital Management
Connecticut
$631K +$587K +33,981 New
AAS
591
Annex Advisory Services
Wisconsin
$624K +$5.49K +318 +1%
EAM
592
Evanson Asset Management
California
$617K +$570 +33 +0.1%
CBFP
593
Cedar Brook Financial Partners
Ohio
$612K +$3.52K +204 +0.6%
FNBT
594
FineMark National Bank & Trust
Florida
$612K
APP
595
Avantax Planning Partners
Iowa
$609K +$54.5K +3,153 +11%
EPM
596
Elm Partners Management
Pennsylvania
$609K -$48.8K -2,826 -8%
TF
597
TLWM Financial
Texas
$609K +$14.7K +849 +3%
IIC
598
Ironwood Investment Counsel
Arizona
$608K +$25.9K +1,500 +5%
IF
599
Ironwood Financial
Arizona
$608K +$75.3K +4,359 +15%
BFS
600
Burkett Financial Services
South Carolina
$603K +$561K +32,499 New