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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
26
Wooster Corthell Wealth Management
Connecticut
$20M +$464K +48,642 +2%
UBS AM
27
UBS AM
Illinois
$18.7M -$6.4M -670,698 -26%
WA
28
WealthTrust-Arizona
Arizona
$18.4M +$218K +22,824 +1%
BMM
29
Buffington Mohr McNeal
Idaho
$17.8M +$192K +20,172 +1%
FC
30
Financial Consulate
Maryland
$17.5M +$961K +100,710 +6%
RWM
31
RKL Wealth Management
Pennsylvania
$17.5M +$3.76M +394,596 +28%
ML
32
McAdam LLC
Pennsylvania
$16.8M +$1.79M +187,338 +12%
MI
33
Moneywise Inc
Virginia
$16.8M +$473K +49,548 +3%
BSB
34
Bangor Savings Bank
Maine
$16.7M +$661K +69,294 +4%
TAT
35
TD Ameritrade Trust
Colorado
$16.7M -$3.14M -329,088 -14%
AssetMark Inc
36
AssetMark Inc
California
$16.4M +$16.3M +1,707,492 New
SHJ
37
Sharkey, Howes & Javer
Colorado
$16.3M -$806K -84,498 -5%
TIM
38
Total Investment Management
Arizona
$16.3M -$84.9K -8,898 -0.5%
PFM
39
Parsec Financial Management
North Carolina
$16.1M -$2.28M -239,328 -13%
SFA
40
Sequoia Financial Advisors
Ohio
$15.2M +$428K +44,820 +3%
Jane Street
41
Jane Street
New York
$15.2M +$5.89M +617,694 +65%
LIM
42
Leavell Investment Management
Alabama
$14.1M +$1.1M +115,740 +9%
BWA
43
BlueSky Wealth Advisors
North Carolina
$14.1M +$268K +28,146 +2%
K
44
Kemper
Illinois
$13.8M
BA
45
Bristlecone Advisors
Washington
$13.4M +$185K +19,410 +1%
JIC
46
Johnson Investment Counsel
Ohio
$13.1M +$2.99M +313,662 +30%
PAG
47
Pinnacle Advisory Group
Maryland
$12.5M +$2.54M +266,754 +26%
AIM
48
AMI Investment Management
Indiana
$12.4M -$763K -79,950 -6%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$11.9M +$837K +87,702 +8%
AA
50
Ancora Advisors
Ohio
$11.9M +$3.53M +369,612 +43%