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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wealthspire Advisors (Maryland)
Maryland
$36.6M +$1.07M +94,044 +3%
RWM
27
RKL Wealth Management
Pennsylvania
$35.2M +$2.56M +224,802 +8%
PA
28
Planning Alternatives
Michigan
$35M +$93.9K +8,262 +0.3%
TAT
29
TD Ameritrade Trust
Colorado
$32.5M -$418K -36,786 -1%
ML
30
McAdam LLC
Pennsylvania
$32.2M +$1.61M +141,774 +5%
ACG
31
Allen Capital Group
Nebraska
$30.2M -$214K -18,846 -0.7%
AFS
32
Access Financial Services
Minnesota
$29.1M +$2.71M +238,050 +10%
PFG
33
Piershale Financial Group
Illinois
$29M +$28.5M +2,502,696 New
AAMA
34
Advanced Asset Management Advisors
Ohio
$27.9M
CMP
35
Courage Miller Partners
Virginia
$27.9M -$246K -21,642 -0.9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$2.35M +206,904 +10%
CCA
37
Cobblestone Capital Advisors
New York
$27.1M -$1.98M -174,054 -7%
JFG
38
JMG Financial Group
Illinois
$27.1M +$4.49M +395,202 +20%
AWMG
39
Alliance Wealth Management Group
New Jersey
$26.9M +$2.04M +179,208 +8%
TCM
40
Towercrest Capital Management
Pennsylvania
$26.9M +$2.04M +179,208 +8%
BSB
41
Bangor Savings Bank
Maine
$25.1M +$1.38M +121,488 +6%
AIA
42
Arcadia Investment Advisors
Idaho
$25M +$619K +54,432 +3%
BA
43
Bristlecone Advisors
Washington
$24.7M +$2.06M +181,446 +9%
BWA
44
BlueSky Wealth Advisors
North Carolina
$23.8M +$918K +80,730 +4%
RCIM
45
Red Cedar Investment Management
Michigan
$22.8M +$22.3M +1,963,710 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$22.2M -$54K -4,746 -0.2%
AA
47
Ancora Advisors
Ohio
$21.6M +$1.19M +104,760 +6%
WCWM
48
Wooster Corthell Wealth Management
Connecticut
$21.2M -$165K -14,526 -0.8%
CHA
49
Cooper/Haims Advisors
New York
$21.1M +$5.64M +495,924 +38%
RRC
50
Relaxing Retirement Coach
Massachusetts
$20.9M -$899K -79,080 -4%