We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
126
Aurora Private Wealth
New Jersey
$6.9M +$441K +30,936 +7%
WPW
127
Waldron Private Wealth
Pennsylvania
$6.84M
AWMG
128
Alliance Wealth Management Group
New Jersey
$6.74M -$131K -9,186 -2%
TCM
129
Towercrest Capital Management
Pennsylvania
$6.74M -$131K -9,186 -2%
AA
130
Apriem Advisors
California
$6.73M -$1.45K -102 -0%
HFA
131
Hoover Financial Advisors
Pennsylvania
$6.65M -$189K -13,266 -3%
CFMC
132
Curbstone Financial Management Corp
New Hampshire
$6.48M -$9.91K -696 -0.2%
SBL
133
Sargent Bickham Lagudis
Colorado
$6.47M -$225K -15,816 -4%
KM
134
Kalos Management
Georgia
$6.46M +$53.4K +3,750 +0.9%
SSWM
135
Sheets Smith Wealth Management
North Carolina
$6.4M -$837K -58,788 -12%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$6.31M +$5.92M +415,818 New
TFF
137
The Family Firm
Maryland
$6.29M -$690K -48,438 -11%
ICM
138
Islay Capital Management
Texas
$6.14M -$142K -9,936 -2%
JWA
139
JFS Wealth Advisors
Pennsylvania
$6.04M +$114K +7,980 +2%
WCM
140
Wealthcare Capital Management
Virginia
$6.03M
AIA
141
Arcadia Investment Advisors
Idaho
$5.92M -$43.3K -3,042 -0.8%
VFIC
142
Valley Forge Investment Consultants
Pennsylvania
$5.82M +$5.47M +384,066 New
BFPW
143
BOK Financial Private Wealth
Colorado
$5.82M -$3.38M -237,294 -38%
BA
144
Ballast Advisors
Minnesota
$5.71M -$225K -15,768 -4%
FWI
145
Facet Wealth Inc
Maryland
$5.52M +$5.19M +364,062 New
RJFSA
146
Raymond James Financial Services Advisors
Florida
$5.47M +$152K +10,674 +3%
Goldman Sachs
147
Goldman Sachs
New York
$5.46M
CFO
148
CVA Family Office
Colorado
$5.44M -$35.4K -2,484 -0.7%
MWM
149
Meridian Wealth Management
Kentucky
$5.31M -$20.9K -1,470 -0.4%
ASN
150
Advisory Services Network
Georgia
$5.29M +$346K +24,306 +7%