We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GD
801
Grandfield & Dodd
New York
$206K +$215K +12,420 New
PP
802
Patten & Patten
Tennessee
$206K – – –
OPWM
803
Oxinas Partners Wealth Management
Indiana
$206K -$7.42K -429 -3%
SM
804
Sensible Money
Arizona
$205K -$26.2K -1,512 -11%
CPRC
805
Consolidated Portfolio Review Corp
New York
$203K -$55.8K -3,222 -21%
TB
806
Treynor Bancshares
Iowa
$203K +$156 +9 +0.1%
AAS
807
Ameritas Advisory Services
Nebraska
$202K +$210K +12,147 New
JWCA
808
J.W. Cole Advisors
Florida
$200K +$209K +12,063 New
CAL
809
Capital Analysts LLC
Pennsylvania
$198K +$675 +39 +0.3%
CCMI
810
Creative Capital Management Investments
California
$196K – – –
MAWA
811
Moss Adams Wealth Advisors
Washington
$194K +$44K +2,541 +28%
MFT
812
Moisand Fitzgerald Tamayo
Florida
$190K -$5.56K -321 -3%
MM
813
Main Management
California
$186K – – –
AIA
814
Armor Investment Advisors
North Carolina
$184K +$260 +15 +0.1%
Comerica Bank
815
Comerica Bank
Texas
$183K +$191K +11,019 New
OCM
816
Osterweis Capital Management
California
$159K – – –
CA
817
Clearstead Advisors
Ohio
$155K +$22.1K +1,278 +16%
AWM
818
Abound Wealth Management
Tennessee
$153K -$1.92K -111 -1%
Citigroup
819
Citigroup
New York
$153K +$14.3K +825 +10%
GWANC
820
Guardian Wealth Advisors (North Carolina)
North Carolina
$145K +$935 +54 +0.6%
TWP
821
TFO Wealth Partners
Ohio
$138K – – –
SIC
822
SJS Investment Consulting
Ohio
$137K – – –
DFC
823
DB Fitzpatrick & Co
Idaho
$134K -$93K -5,376 -40%
SSB
824
Sandy Spring Bank
Maryland
$131K +$104 +6 +0.1%
CIAS
825
Capital Investment Advisory Services
North Carolina
$122K -$415 -24 -0.3%