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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Evermay Wealth Management
Virginia
$92.8M -$1.94M -110,565 -2%
AA
27
Apriem Advisors
California
$89.9M +$3.17M +180,954 +4%
D
28
Diversified
Delaware
$86.3M +$2.13M +121,626 +2%
OWM
29
Orgel Wealth Management
Wisconsin
$84.5M +$976K +55,635 +1%
MW
30
Marcum Wealth
Ohio
$84M -$2.37M -135,087 -3%
Morgan Stanley
31
Morgan Stanley
New York
$81.4M +$33.5M +1,911,339 +66%
RWM
32
RKL Wealth Management
Pennsylvania
$80.6M +$2.01M +114,813 +2%
SA
33
Scarborough Advisors
Maryland
$78.4M +$654K +37,278 +0.8%
AWM
34
Adams Wealth Management
Utah
$78.2M -$3.63M -206,772 -4%
Bank of America
35
Bank of America
North Carolina
$76.8M +$8.85M +504,663 +12%
NQWM
36
Northwest Quadrant Wealth Management
Oregon
$76.1M +$1.36M +77,805 +2%
IWC
37
Integrated Wealth Concepts
Massachusetts
$73.5M +$9.29M +529,311 +14%
Corient Private Wealth
38
Corient Private Wealth
Florida
$70.9M +$4.35M +248,088 +6%
BSB
39
Bangor Savings Bank
Maine
$67.2M -$754K -42,996 -1%
UCFA
40
United Capital Financial Advisors
Texas
$63.7M -$3.61M -205,578 -5%
WANY
41
Wealthspire Advisors (New York)
New York
$61.4M -$1.71M -97,506 -3%
AssetMark Inc
42
AssetMark Inc
California
$59.8M -$4.11M -234,264 -6%
HWM
43
HB Wealth Management
Georgia
$57.6M -$78.9K -4,497 -0.1%
JIC
44
Johnson Investment Counsel
Ohio
$54.9M +$10.3M +587,172 +22%
FEG
45
Fund Evaluation Group
Ohio
$53.6M +$1.9M +108,516 +4%
MWP
46
Meridian Wealth Partners
Pennsylvania
$53.6M +$414K +23,577 +0.7%
SFA
47
Sequoia Financial Advisors
Ohio
$52.8M -$1.59M -90,552 -3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$52.5M -$1.66M -94,617 -3%
AT
49
American Trust
Kentucky
$52M +$16.9M +963,060 +45%
CWM
50
Curi Wealth Management
North Carolina
$48.4M -$11.4M -650,343 -18%