We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
751
Winthrop Capital Management
Indiana
$565K -$148K -6,739 -22%
IF
752
IRON Financial
Illinois
$560K +$330 +15 +0.1%
CFA
753
Capstone Financial Advisors
Illinois
$560K -$15.2K -690 -3%
CNWM
754
Clay Northam Wealth Management
California
$558K
DAS
755
Dynamic Advisor Solutions
Arizona
$556K +$1.28K +58 +0.2%
MFA
756
Mayflower Financial Advisors
Massachusetts
$555K
WA
757
Waterford Advisors
New York
$547K +$2.56M +116,065 +506%
SWM
758
Sterling Wealth Management
Illinois
$547K +$505K +22,939 New
LAIC
759
Lederer & Associates Investment Counsel
California
$546K +$86.5K +3,925 +21%
BF
760
Blankinship & Foster
California
$538K +$88 +4 +0%
CFO
761
Custos Family Office
Texas
$537K -$9.8K -445 -2%
SWM
762
Stockman Wealth Management
Montana
$536K -$4.63K -210 -0.9%
FA
763
Faithward Advisors
Pennsylvania
$534K -$903 -41 -0.2%
HAP
764
Harbor Asset Planning
Massachusetts
$527K +$487K +22,122 New
Vanguard Capital Wealth Advisors
765
Vanguard Capital Wealth Advisors
Colorado
$524K +$485K +22,006 New
BTI
766
Blue Trust Inc
Georgia
$523K +$771 +35 +0.2%
CWA
767
Clarity Wealth Advisors
California
$522K -$28.3K -1,286 -6%
SW
768
SteelPeak Wealth
California
$521K +$9.41K +427 +2%
HFS
769
Heritage Financial Services
Massachusetts
$519K +$12.2K +552 +3%
RAG
770
RIA Advisory Group
Iowa
$518K -$46.7K -2,121 -9%
NW
771
Naviter Wealth
Arkansas
$517K
HOWA
772
Heritage Oak Wealth Advisors
Florida
$516K -$12K -544 -2%
ATC
773
Argent Trust Co
Tennessee
$516K
NP
774
NorthRock Partners
Minnesota
$515K +$93.9K +4,263 +25%
PRI
775
Prepared Retirement Institute
Pennsylvania
$513K +$1.83K +83 +0.4%