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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
26
McAdam LLC
Pennsylvania
$28.4M +$2.47M +229,506 +10%
ACG
27
Allen Capital Group
Nebraska
$28.4M -$2M -185,430 -7%
CCA
28
Cobblestone Capital Advisors
New York
$27.2M -$2.73M -253,164 -9%
CMP
29
Courage Miller Partners
Virginia
$26.3M +$628K +58,236 +2%
AAMA
30
Advanced Asset Management Advisors
Ohio
$26.1M
AFS
31
Access Financial Services
Minnesota
$24.6M +$695K +64,446 +3%
AWMG
32
Alliance Wealth Management Group
New Jersey
$23.2M -$4.97M -460,752 -18%
TCM
33
Towercrest Capital Management
Pennsylvania
$23.2M +$23.1M +2,138,538 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$23.2M +$1.89M +174,960 +9%
AIA
35
Arcadia Investment Advisors
Idaho
$22.7M +$380K +35,208 +2%
BSB
36
Bangor Savings Bank
Maine
$22.2M +$1.1M +101,994 +5%
DDPOM
37
Delta Dental Plan of Michigan
Michigan
$22.1M
BWA
38
BlueSky Wealth Advisors
North Carolina
$21.6M +$305K +28,296 +1%
BA
39
Bristlecone Advisors
Washington
$21.1M +$466K +43,200 +2%
JFG
40
JMG Financial Group
Illinois
$21.1M +$2.39M +221,856 +13%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$20.8M -$12.3M -1,141,170 -37%
RRC
42
Relaxing Retirement Coach
Massachusetts
$20.4M +$1.12M +104,202 +6%
WCWM
43
Wooster Corthell Wealth Management
Connecticut
$20M +$51.7K +4,794 +0.3%
JIC
44
Johnson Investment Counsel
Ohio
$19.8M +$2.3M +212,880 +13%
WA
45
WealthTrust-Arizona
Arizona
$19.4M -$201K -18,618 -1%
UBS AM
46
UBS AM
Illinois
$19.3M -$260K -24,102 -1%
AA
47
Ancora Advisors
Ohio
$19M -$118K -10,956 -0.6%
UBS Group
48
UBS Group
Switzerland
$18.9M +$14.2M +1,320,684 +310%
TIM
49
Total Investment Management
Arizona
$18.7M +$81.9K +7,596 +0.4%
BMM
50
Buffington Mohr McNeal
Idaho
$18.1M +$185K +17,148 +1%