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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
$66.3M +$801K +60,264 +1%
SFA
27
Sequoia Financial Advisors
Ohio
$65.5M -$1.38M -104,028 -2%
ML
28
McAdam LLC
Pennsylvania
$64.9M +$2.21M +166,536 +4%
JFG
29
JMG Financial Group
Illinois
$61.8M -$283K -21,276 -0.5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$61.5M +$44.7M +3,366,054 +279%
LPL Financial
31
LPL Financial
California
$61M +$4.21M +316,530 +7%
AA
32
Apriem Advisors
California
$59.2M +$10.8M +815,580 +23%
PEA
33
Pacific Edge Advisors
California
$58.4M +$92.6K +6,966 +0.2%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$58.3M +$1,000K +75,252 +2%
FMP
35
Financial Management Professionals
Texas
$55.6M -$9.41M -708,486 -15%
RWM
36
RKL Wealth Management
Pennsylvania
$51.5M +$661K +49,740 +1%
PFG
37
Piershale Financial Group
Illinois
$48.4M +$8.11M +610,098 +20%
AWM
38
Adams Wealth Management
Utah
$48M +$6.53M +491,244 +16%
CAM
39
Cresset Asset Management
Illinois
$47.6M +$5.04M +379,692 +12%
RCIM
40
Red Cedar Investment Management
Michigan
$46.8M +$9.29M +698,856 +25%
Ameriprise
41
Ameriprise
Minnesota
$46.7M +$483K +36,372 +1%
FVWA
42
Foster Victor Wealth Advisors
South Carolina
$46.2M -$580K -43,650 -1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$45.9M -$12.5M -937,932 -22%
PRS
44
Pinkerton Retirement Specialists
Idaho
$42.8M -$1.35M -101,310 -3%
LFA
45
Lighthouse Financial Advisors
Maryland
$42.4M +$75.7K +5,694 +0.2%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$41.7M -$2.83M -213,042 -6%
BSB
47
Bangor Savings Bank
Maine
$40.8M +$250K +18,840 +0.6%
HighTower Advisors
48
HighTower Advisors
Illinois
$40.1M +$2.09M +157,428 +6%
Truist Financial
49
Truist Financial
North Carolina
$39.4M -$2.45M -184,458 -6%
PFM
50
Parsec Financial Management
North Carolina
$38.4M -$864K -65,052 -2%