We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
826
Fragasso Financial Advisors
Pennsylvania
$310K +$1.67K +78 +0.6%
GLLW
827
Graves Light Lenhart Wealth
Virginia
$310K – – –
CIA
828
Capital Investment Advisors
Georgia
$310K -$85.4K -4,002 -22%
VCM
829
Versant Capital Management
Arizona
$309K -$11.2K -525 -4%
Natixis Advisors
830
Natixis Advisors
Massachusetts
$308K -$117K -5,472 -12%
SW
831
Simplicity Wealth
New Jersey
$308K -$55K -2,577 -16%
CCB
832
Cutter & Co Brokerage
Missouri
$307K +$16.1K +756 +6%
CFA
833
Cahill Financial Advisors
Minnesota
$307K +$1.34K +63 +0.5%
NW
834
NewEdge Wealth
Pennsylvania
$302K -$422K -19,776 -59%
LWM
835
Liberty Wealth Management
California
$302K -$4.14M -193,827 -93%
ACM
836
Advisors Capital Management
New Jersey
$301K – – –
PRI
837
Prepared Retirement Institute
Pennsylvania
$300K +$1.86K +87 +0.6%
RA
838
Ruggaard & Associates
Ohio
$298K – – –
HWA
839
Heartwood Wealth Advisors
Virginia
$296K -$43.6K -2,043 -13%
CAM
840
Councilmark Asset Management
Tennessee
$295K – – –
CIP
841
Capital Insight Partners
Arizona
$293K – – –
FBB
842
Fulton Breakefield Broenniman
Maryland
$293K +$512 +24 +0.2%
PK
843
Pflug Koory
Nebraska
$292K +$281K +13,176 New
SG
844
Somerset Group
Minnesota
$292K +$3.65K +171 +1%
OC
845
Oppenheimer & Co
New York
$291K +$280K +13,107 New
NPI
846
New Perspectives Inc
Mississippi
$290K – – –
SSB
847
Sandy Spring Bank
Maryland
$290K -$115K -5,388 -29%
EFG
848
Ehrlich Financial Group
California
$290K – – –
AFP
849
Alpha Financial Partners
Kentucky
$290K +$279K +13,074 New
PFPT
850
Pinnacle Financial Partners (Tennessee)
Tennessee
$289K – – –