We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1026
First Manhattan
New York
$14.5K – – –
FP
1027
Financial Perspectives
Minnesota
$14.4K +$58 +3 +0.4%
T
1028
Tidemark
California
$13.3K – – –
VWM
1029
Valley Wealth Managers
New Jersey
$13.2K -$78.6K -4,062 -86%
KFI
1030
Key Financial Inc
Pennsylvania
$12.9K – – –
IF
1031
Integrity Financial
Wyoming
$12.7K – – –
AFS
1032
Annapolis Financial Services
Maryland
$12.5K -$11K -567 -48%
VL
1033
Vima LLC
Michigan
$12.4K – – –
SL
1034
Salomon & Ludwin
Virginia
$12.2K – – –
WT
1035
Washington Trust
Rhode Island
$11.5K – – –
SAM
1036
Smartleaf Asset Management
Massachusetts
$11.5K +$10.9K +564 New
BMC
1037
Bear Mountain Capital
Washington
$11.1K -$7.61K -393 -41%
AW
1038
Avion Wealth
Texas
$11K – – –
BSB
1039
Bangor Savings Bank
Maine
$10.4K – – –
CAM
1040
Costello Asset Management
Pennsylvania
$10.1K +$1.86K +96 +24%
NRC
1041
New Republic Capital
North Carolina
$9.77K – – –
SVCP
1042
Silicon Valley Capital Partners
California
$9.06K +$8.59K +444 New
BAM
1043
Bellevue Asset Management
Washington
$8.55K – – –
CPG
1044
Cornerstone Planning Group
New Jersey
$8.52K – – –
MIM
1045
MTM Investment Management
South Carolina
$8.18K +$7.78K +402 New
FFL
1046
Financial Freedom LLC
Ohio
$7.71K – – –
IGWM
1047
ICA Group Wealth Management
Colorado
$7.33K – – –
PCM
1048
Penserra Capital Management
California
$7K +$7.37K +381 New
MIM
1049
Macroview Investment Management
Maryland
$6.9K – – –
CMA
1050
Cedar Mountain Advisors
Oregon
$6.47K – – –