We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
676
Burt Wealth Advisors
Maryland
$300K
PRWA
677
Platte River Wealth Advisors
Colorado
$297K -$9.16K -522 -3%
IC
678
IEQ Capital
California
$295K -$8.58K -489 -3%
AIA
679
Alera Investment Advisors
Illinois
$293K
SPWM
680
Schrum Private Wealth Management
Florida
$292K +$1.16K +66 +0.4%
GLA
681
Good Life Advisors
Pennsylvania
$291K +$790 +45 +0.3%
CCM
682
Coldstream Capital Management
Washington
$290K
RWG
683
Ratio Wealth Group
Colorado
$290K -$53 -3 -0%
SRC
684
Sage Rhino Capital
California
$288K +$632 +36 +0.2%
CPP
685
Capasso Planning Partners
South Carolina
$287K +$96.7K +5,508 +52%
TFS
686
TrustCore Financial Services
Tennessee
$285K +$9.95K +567 +4%
BAWC
687
Boyce & Associates Wealth Consulting
Texas
$284K +$280K +15,939 New
CNC
688
Canandaigua National Corp
New York
$283K
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$283K +$31.6K +1,800 +13%
LWM
690
Liberty Wealth Management
California
$281K +$278K +15,843 New
AFA
691
American Financial Advisors
Georgia
$278K +$1.16K +66 +0.4%
Thrivent Financial for Lutherans
692
Thrivent Financial for Lutherans
Minnesota
$277K -$192K -10,962 -60%
HWA
693
Heritage Wealth Advisors
Virginia
$277K -$53 -3 -0%
BWM
694
BT Wealth Management
Georgia
$276K -$13.6K -774 -5%
BDF
695
Black Diamond Financial
Maryland
$276K +$10.5K +597 +4%
WTC
696
WhitTier Trust Company
Nevada
$273K
OIA
697
Optimum Investment Advisors
Illinois
$270K
LWM
698
Ledge Wealth Management
Minnesota
$270K +$266K +15,165 New
ACA
699
Affinity Capital Advisors
California
$266K -$10.2K -582 -4%
BFG
700
Berger Financial Group
Minnesota
$266K +$3.11K +177 +1%