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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Evermay Wealth Management
Virginia
$92.3M -$2.85M -180,894 -3%
CAM
27
Cresset Asset Management
Illinois
$90.3M -$23.2M -1,472,175 -21%
MW
28
Marcum Wealth
Ohio
$84.9M -$1.22M -77,673 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$82.2M -$188K -11,964 -0.2%
OWM
30
Orgel Wealth Management
Wisconsin
$79.8M -$4.87M -309,306 -6%
AWM
31
Adams Wealth Management
Utah
$76.7M -$13.4M -852,927 -15%
AA
32
Apriem Advisors
California
$76.6M -$2.95M -187,467 -4%
RWM
33
RKL Wealth Management
Pennsylvania
$73.1M +$1.75M +111,033 +3%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$71.4M +$1.14M +72,183 +2%
UCFA
35
United Capital Financial Advisors
Texas
$67.6M -$2.16M -137,232 -3%
BSB
36
Bangor Savings Bank
Maine
$67.3M -$1.32M -83,682 -2%
AssetMark Inc
37
AssetMark Inc
California
$66.3M +$10.7M +682,443 +20%
Corient Private Wealth
38
Corient Private Wealth
Florida
$65.1M +$8.03M +510,210 +14%
SA
39
Scarborough Advisors
Maryland
$64.7M -$3.65M -232,206 -5%
Bank of America
40
Bank of America
North Carolina
$60.5M -$2.66M -168,834 -4%
CWM
41
Curi Wealth Management
North Carolina
$58.8M +$2.12M +134,568 +4%
IWC
42
Integrated Wealth Concepts
Massachusetts
$58.8M +$672K +42,714 +1%
AWM
43
AE Wealth Management
Kansas
$54.5M +$2.14M +136,131 +4%
SFA
44
Sequoia Financial Advisors
Ohio
$53.9M -$2.68M -170,532 -5%
HWM
45
HB Wealth Management
Georgia
$53.4M +$372K +23,610 +0.7%
WANY
46
Wealthspire Advisors (New York)
New York
$51.4M -$828K -52,587 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$50.5M +$584K +37,101 +1%
MWP
48
Meridian Wealth Partners
Pennsylvania
$50M -$2.08M -132,144 -4%
Morgan Stanley
49
Morgan Stanley
New York
$47.5M +$267K +16,986 +0.6%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$46M -$21.1M -1,343,091 -32%