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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NMIFOAC
26
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.8M
WP
27
WealthSource Partners
California
$92.2M +$2.82M +167,028 +3%
AssetMark Inc
28
AssetMark Inc
California
$91.7M +$5.48M +324,996 +7%
UCFA
29
United Capital Financial Advisors
Texas
$87.7M +$5.22M +309,672 +7%
NQWM
30
Northwest Quadrant Wealth Management
Oregon
$85.7M +$2.14M +126,666 +3%
LPL Financial
31
LPL Financial
California
$85.5M +$536K +31,764 +0.6%
JFG
32
JMG Financial Group
Illinois
$79.6M +$1.06M +62,892 +1%
AA
33
Apriem Advisors
California
$74M +$5.27M +312,402 +8%
JIP
34
Jaffetilchin Investment Partners
Florida
$73.6M +$38.2M +2,264,070 +100%
SFA
35
Sequoia Financial Advisors
Ohio
$72.6M -$4.37M -259,020 -6%
PEA
36
Pacific Edge Advisors
California
$69.6M -$5.57M -330,354 -8%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$68.1M +$479K +28,398 +0.7%
RWM
38
RKL Wealth Management
Pennsylvania
$64.3M -$24.9K -1,476 -0%
BSB
39
Bangor Savings Bank
Maine
$63.1M +$3.22M +190,914 +6%
Ameriprise
40
Ameriprise
Minnesota
$61.4M -$1.62M -95,898 -3%
FVWA
41
Foster Victor Wealth Advisors
South Carolina
$56.1M -$1.14M -67,296 -2%
CAM
42
Cresset Asset Management
Illinois
$54M -$872K -51,684 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$53.6M +$574K +34,050 +1%
MW
44
Marcum Wealth
Ohio
$53.1M +$9.2M +545,340 +22%
Bank of America
45
Bank of America
North Carolina
$52.4M +$7.07M +419,028 +16%
CCM
46
Ciovacco Capital Management
Georgia
$50.9M +$11.6M +688,884 +31%
Truist Financial
47
Truist Financial
North Carolina
$50.2M -$530K -31,404 -1%
FWM
48
Filbrandt Wealth Management
Wisconsin
$48.7M +$466K +27,630 +1%
AWMG
49
Alliance Wealth Management Group
New Jersey
$44.1M +$304K +18,042 +0.7%
TCM
50
Towercrest Capital Management
Pennsylvania
$44.1M +$304K +18,042 +0.7%