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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
RKL Wealth Management
Pennsylvania
$25.7M +$4.31M +415,686 +21%
AAMA
27
Advanced Asset Management Advisors
Ohio
$25.6M +$25M +2,410,200 New
CMP
28
Courage Miller Partners
Virginia
$24.8M +$283K +27,342 +1%
ACG
29
Allen Capital Group
Nebraska
$24.7M +$24.1M +2,327,316 New
PFG
30
Piershale Financial Group
Illinois
$24.5M +$10.5M +1,010,376 +78%
AFS
31
Access Financial Services
Minnesota
$23.5M +$44.1K +4,260 +0.2%
WCWM
32
Wooster Corthell Wealth Management
Connecticut
$22.2M +$101K +9,750 +0.5%
AIA
33
Arcadia Investment Advisors
Idaho
$21.4M +$20.9M +2,014,422 New
BSB
34
Bangor Savings Bank
Maine
$20.4M +$419K +40,488 +2%
UBS AM
35
UBS AM
Illinois
$19.8M -$307K -29,664 -2%
WA
36
WealthTrust-Arizona
Arizona
$19.4M -$485K -46,776 -3%
ML
37
McAdam LLC
Pennsylvania
$19.3M
MI
38
Moneywise Inc
Virginia
$19.3M +$145K +13,956 +0.8%
DDPOM
39
Delta Dental Plan of Michigan
Michigan
$18.9M +$18.8M +1,816,170 New
BMM
40
Buffington Mohr McNeal
Idaho
$18.8M +$124K +11,940 +0.7%
JFG
41
JMG Financial Group
Illinois
$18.5M -$372K -35,874 -2%
TIM
42
Total Investment Management
Arizona
$18.1M -$785K -75,738 -4%
BWA
43
BlueSky Wealth Advisors
North Carolina
$18.1M +$1.08M +104,154 +7%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$18.1M +$4.08M +394,248 +30%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$2.67M +257,466 +19%
RRC
46
Relaxing Retirement Coach
Massachusetts
$17.1M +$16.6M +1,604,742 New
AA
47
Ancora Advisors
Ohio
$16.7M +$1.48M +142,560 +10%
PFM
48
Parsec Financial Management
North Carolina
$16.5M -$502K -48,426 -3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$16.5M +$5.59M +539,268 +53%
PAG
50
Pinnacle Advisory Group
Maryland
$16.5M +$957K +92,352 +6%