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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
26
Access Financial Services
Minnesota
$22.1M -$628K -63,990 -3%
WCWM
27
Wooster Corthell Wealth Management
Connecticut
$20.8M +$11K +1,116 +0.1%
RWM
28
RKL Wealth Management
Pennsylvania
$20M +$1.85M +188,700 +10%
ML
29
McAdam LLC
Pennsylvania
$19.3M +$1.84M +187,278 +11%
UBS AM
30
UBS AM
Illinois
$18.9M -$540K -54,972 -3%
BSB
31
Bangor Savings Bank
Maine
$18.8M +$1.38M +141,054 +8%
WA
32
WealthTrust-Arizona
Arizona
$18.7M -$440K -44,856 -2%
BMM
33
Buffington Mohr McNeal
Idaho
$18M -$859K -87,552 -5%
MI
34
Moneywise Inc
Virginia
$18M +$533K +54,342 +3%
SHJ
35
Sharkey, Howes & Javer
Colorado
$18M +$789K +80,400 +5%
TIM
36
Total Investment Management
Arizona
$17.8M +$899K +91,596 +5%
JFG
37
JMG Financial Group
Illinois
$17.8M -$3.62M -368,592 -17%
PFM
38
Parsec Financial Management
North Carolina
$16.1M -$616K -62,796 -4%
SFA
39
Sequoia Financial Advisors
Ohio
$16M +$249K +25,350 +2%
BWA
40
BlueSky Wealth Advisors
North Carolina
$16M +$1.38M +140,244 +10%
LIM
41
Leavell Investment Management
Alabama
$14.9M +$224K +22,860 +2%
JIC
42
Johnson Investment Counsel
Ohio
$14.8M +$1.1M +112,008 +8%
BO
43
BRR OpCo
Ohio
$14.7M +$11.9M +1,214,064 +470%
BA
44
Bristlecone Advisors
Washington
$14.6M +$670K +68,274 +5%
PAG
45
Pinnacle Advisory Group
Maryland
$14.6M +$1.52M +154,938 +12%
K
46
Kemper
Illinois
$14.3M -$9.66K -984 -0.1%
AA
47
Ancora Advisors
Ohio
$14.3M +$1.86M +189,336 +15%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$3.15M +320,478 +31%
CWM
49
Cabot Wealth Management
Massachusetts
$13.4M +$1.28M +130,758 +11%
AIM
50
AMI Investment Management
Indiana
$13.1M +$282K +28,710 +2%