We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
651
Wealthcare Advisory Partners
Pennsylvania
$226K
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$225K +$2.03K +114 +0.9%
LFG
653
Larson Financial Group
Missouri
$225K +$11.5K +648 +5%
FHA
654
Flagship Harbor Advisors
Massachusetts
$223K
MA
655
MONECO Advisors
Connecticut
$222K
WI
656
Wedgewood Investors
Pennsylvania
$222K
CAL
657
Capital Analysts LLC
Pennsylvania
$221K -$12.2K -684 -5%
PFPT
658
Pinnacle Financial Partners (Tennessee)
Tennessee
$218K
FFWA
659
FRG Family Wealth Advisors
Washington
$217K
BO
660
BRR OpCo
Ohio
$216K -$599K -33,684 -73%
CCP
661
Cassia Capital Partners
North Carolina
$215K +$221K +12,414 New
MWM
662
Midwest Wealth Management
Indiana
$215K +$221K +12,414 New
CPSAC
663
Chas P. Smith & Associates (CPS)
Florida
$213K
BIM
664
Baldwin Investment Management
Pennsylvania
$212K
SSB
665
Sandy Spring Bank
Maryland
$207K +$1.81K +102 +0.9%
FMC
666
Financial Management Concepts
Florida
$206K
SAM
667
Silvercrest Asset Management
New York
$204K +$209K +11,772 New
VWM
668
Vigilare Wealth Management
Arizona
$201K +$107 +6 +0.1%
BW
669
Bison Wealth
Georgia
$191K
JP Morgan Chase
670
JP Morgan Chase
New York
$187K +$39K +2,190 +25%
CWA
671
Carolina Wealth Advisors
South Carolina
$187K +$61.6K +3,462 +47%
SFP
672
Sterling Financial Planning
New Jersey
$185K +$534 +30 +0.3%
FCA
673
FinTrust Capital Advisors
South Carolina
$183K
AFG
674
Albion Financial Group
Utah
$182K +$534 +30 +0.3%
RA
675
Resolute Advisors
California
$175K -$64.9K -3,648 -27%