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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$115M -$2.85M -162,126 -3%
BWA
27
BlueSky Wealth Advisors
North Carolina
$110M -$1.15M -65,697 -1%
AA
28
Apriem Advisors
California
$108M +$7.63M +434,394 +8%
EWM
29
Evermay Wealth Management
Virginia
$101M -$2.61M -148,362 -3%
Morgan Stanley
30
Morgan Stanley
New York
$97M +$5.86M +333,912 +7%
MW
31
Marcum Wealth
Ohio
$95.3M +$1.6M +91,203 +2%
Bank of America
32
Bank of America
North Carolina
$93.6M +$7.47M +425,220 +9%
Goldman Sachs
33
Goldman Sachs
New York
$92.6M +$82.8M +4,716,642 +2,285%
RWM
34
RKL Wealth Management
Pennsylvania
$91.3M +$1.36M +77,631 +2%
SA
35
Scarborough Advisors
Maryland
$91M +$3.43M +195,342 +4%
OWM
36
Orgel Wealth Management
Wisconsin
$90.4M -$3.55M -201,960 -4%
NQWM
37
Northwest Quadrant Wealth Management
Oregon
$84.5M -$377K -21,465 -0.5%
IWC
38
Integrated Wealth Concepts
Massachusetts
$81.8M -$166K -9,441 -0.2%
AssetMark Inc
39
AssetMark Inc
California
$80.5M +$13M +739,497 +21%
Corient Private Wealth
40
Corient Private Wealth
Florida
$79.9M +$778K +44,277 +1%
BSB
41
Bangor Savings Bank
Maine
$74.5M -$385K -21,909 -0.5%
CWM
42
Curi Wealth Management
North Carolina
$70.5M +$15.4M +878,010 +31%
WANY
43
Wealthspire Advisors (New York)
New York
$66.4M -$1.91M -108,627 -3%
HWM
44
HB Wealth Management
Georgia
$64.1M -$135K -7,710 -0.2%
JIC
45
Johnson Investment Counsel
Ohio
$63.8M +$2.35M +134,064 +4%
FC
46
Financial Consulate
Maryland
$62.8M +$11.3M +643,437 +24%
GG
47
Greenwood Gearhart
Arkansas
$62.5M +$52.6M +2,996,382 +915%
Ameriprise
48
Ameriprise
Minnesota
$61.4M +$27M +1,538,769 +89%
MWP
49
Meridian Wealth Partners
Pennsylvania
$59.3M -$392K -22,311 -0.7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$59.3M +$752K +42,837 +1%