We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Planning Alternatives
Michigan
$5.83M -$91.7K -5,226 -2%
RSWM
177
Robertson Stephens Wealth Management
California
$5.8M +$49.2K +2,805 +0.9%
KM
178
Kalos Management
Georgia
$5.68M -$3.69M -210,096 -37%
SA
179
SRH Advisors
Kansas
$5.66M +$743K +42,324 +15%
VCP
180
Vista Capital Partners
Oregon
$5.64M +$1.97M +112,239 +55%
SWM
181
Stockman Wealth Management
Montana
$5.51M +$563K +32,067 +12%
PFM
182
Peak Financial Management
Massachusetts
$5.38M -$258K -14,706 -5%
LB
183
Leo Brokerage
Texas
$5.37M +$5.3M +301,686 New
JIC
184
Johnson Investment Counsel
Ohio
$5.34M +$278K +15,840 +6%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$5.27M +$667K +37,986 +15%
GAM
186
Garrison Asset Management
Arkansas
$5.25M -$269K -15,333 -5%
PAG
187
Private Advisor Group
New Jersey
$5.24M -$539K -30,711 -9%
FWI
188
Facet Wealth Inc
Maryland
$5.19M -$18.9K -1,074 -0.4%
SOAG
189
Silver Oak Advisory Group
Oregon
$5.13M -$102K -5,790 -2%
WKWM
190
Walter & Keenan Wealth Management
Indiana
$5.04M +$10.6K +606 +0.2%
WCM
191
Whitener Capital Management
North Carolina
$4.99M -$82.5K -4,701 -2%
PCWA
192
Pacific Capital Wealth Advisors
California
$4.97M +$22K +1,254 +0.5%
AOWM
193
Alpha Omega Wealth Management
Virginia
$4.92M -$47.1K -2,682 -1%
BlackRock
194
BlackRock
New York
$4.91M +$7.11K +405 +0.1%
BFPW
195
BOK Financial Private Wealth
Colorado
$4.89M -$9.01K -513 -0.2%
MWM
196
Meridian Wealth Management
Kentucky
$4.86M +$1.42K +81 +0%
MPI
197
Mairs & Power Inc
Minnesota
$4.84M
SFWC
198
Strategic Family Wealth Counselors
New Jersey
$4.82M -$84.2K -4,794 -2%
AWA
199
Alaska Wealth Advisors
Alaska
$4.8M +$11.6K +663 +0.2%
Goldman Sachs
200
Goldman Sachs
New York
$4.78M -$4.1M -233,520 -47%