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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
26
Moneta Group Investment Advisors
Missouri
$79.8M +$2.32M +162,420 +3%
ML
27
McAdam LLC
Pennsylvania
$79.6M +$4.91M +343,068 +7%
UCFA
28
United Capital Financial Advisors
Texas
$73M -$3.71M -259,068 -5%
SFA
29
Sequoia Financial Advisors
Ohio
$72.6M -$1.16M -81,264 -2%
LPL Financial
30
LPL Financial
California
$70.1M +$1.14M +79,866 +2%
NQWM
31
Northwest Quadrant Wealth Management
Oregon
$69.9M +$3.7M +258,420 +6%
JFG
32
JMG Financial Group
Illinois
$68.8M -$868K -60,660 -1%
AWM
33
Adams Wealth Management
Utah
$68.2M +$13.2M +923,232 +26%
PEA
34
Pacific Edge Advisors
California
$64.5M -$1.29M -90,354 -2%
AA
35
Apriem Advisors
California
$63.4M -$3.22M -224,736 -5%
RWM
36
RKL Wealth Management
Pennsylvania
$57.3M -$700K -48,924 -1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$55.2M +$3.21M +224,472 +7%
RCIM
38
Red Cedar Investment Management
Michigan
$54.8M +$1.83M +128,064 +4%
Ameriprise
39
Ameriprise
Minnesota
$52.8M +$346K +24,150 +0.7%
FVWA
40
Foster Victor Wealth Advisors
South Carolina
$51M -$1.05M -73,248 -2%
PFG
41
Piershale Financial Group
Illinois
$50.3M -$4.04M -282,612 -8%
CAM
42
Cresset Asset Management
Illinois
$48.5M -$4.9M -342,714 -10%
BSB
43
Bangor Savings Bank
Maine
$47.6M +$1.52M +106,212 +3%
PRS
44
Pinkerton Retirement Specialists
Idaho
$45.3M -$2.74M -191,514 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$44.9M -$344K -24,024 -0.8%
WANY
46
Wealthspire Advisors (New York)
New York
$44.6M +$42.1M +2,940,138 New
PFM
47
Parsec Financial Management
North Carolina
$42.2M -$1.08M -75,630 -3%
LFA
48
Lighthouse Financial Advisors
Maryland
$41.4M -$6.05M -423,006 -13%
FWM
49
Filbrandt Wealth Management
Wisconsin
$41M +$2.28M +159,642 +6%
AWMG
50
Alliance Wealth Management Group
New Jersey
$37.7M -$848K -59,274 -2%