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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
BlueSky Wealth Advisors
North Carolina
$84.2M +$2.04M +129,948 +2%
EWM
27
Evermay Wealth Management
Virginia
$83.3M +$38.1K +2,430 +0%
OWM
28
Orgel Wealth Management
Wisconsin
$73.3M +$28.9M +1,844,328 +55%
Osaic Holdings
29
Osaic Holdings
Arizona
$72.8M -$6.11M -389,481 -7%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$71.2M +$64M +4,081,269 +426%
UCFA
31
United Capital Financial Advisors
Texas
$63.7M -$1.75M -111,519 -2%
AssetMark Inc
32
AssetMark Inc
California
$63M -$4.28M -272,730 -6%
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$61M +$1.08M +68,844 +2%
BSB
34
Bangor Savings Bank
Maine
$60.9M +$1.76M +112,239 +3%
MW
35
Marcum Wealth
Ohio
$60.7M -$6.55M -417,732 -9%
Ameriprise
36
Ameriprise
Minnesota
$59.6M +$8.47M +540,084 +15%
RWM
37
RKL Wealth Management
Pennsylvania
$57.9M +$2.4M +152,796 +4%
JFGLC
38
Johnson Financial Group LLC (Colorado)
Colorado
$57.2M +$57.3M +3,653,475 +909%
AA
39
Apriem Advisors
California
$56.9M -$2.4M -152,916 -4%
AT
40
American Trust
Kentucky
$56.8M -$11.9M -756,255 -16%
SA
41
Scarborough Advisors
Maryland
$51.8M +$20.9M +1,329,669 +57%
SFA
42
Sequoia Financial Advisors
Ohio
$50.3M -$3.91M -249,447 -7%
Bank of America
43
Bank of America
North Carolina
$50.1M +$2.26M +143,838 +4%
AWM
44
AE Wealth Management
Kansas
$48.4M +$19.1M +1,219,986 +55%
FVWA
45
Foster Victor Wealth Advisors
South Carolina
$48M +$44.2K +2,817 +0.1%
Morgan Stanley
46
Morgan Stanley
New York
$47.8M +$9.13M +581,766 +21%
CAM
47
Cresset Asset Management
Illinois
$46.7M +$150K +9,537 +0.3%
HWM
48
HB Wealth Management
Georgia
$45.2M -$460K -29,289 -0.9%
MWP
49
Meridian Wealth Partners
Pennsylvania
$44.7M +$22.8M +1,454,808 +85%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$43.8M +$836K +53,277 +2%