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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$17.8M +$317K +29,436 +2%
PAG
52
Pinnacle Advisory Group
Maryland
$17.4M -$399K -37,038 -2%
MAG
53
Mokosak Advisory Group
Iowa
$17.3M +$679K +62,976 +4%
MI
54
Moneywise Inc
Virginia
$17.2M +$320K +29,670 +2%
LIM
55
Leavell Investment Management
Alabama
$17M +$12K +1,116 +0.1%
KBFS
56
Kohmann Bosshard Financial Services
Ohio
$16.4M +$669K +62,058 +4%
CWM
57
Cabot Wealth Management
Massachusetts
$16.4M +$863K +80,046 +6%
FC
58
Financial Consulate
Maryland
$16.3M +$691K +64,038 +4%
PFM
59
Parsec Financial Management
North Carolina
$16.3M -$308K -28,596 -2%
Ameriprise
60
Ameriprise
Minnesota
$16.2M +$1.14M +105,828 +8%
SFA
61
Sequoia Financial Advisors
Ohio
$15.9M +$164K +15,192 +1%
SWA
62
Sutton Wealth Advisors
Florida
$15.8M +$731K +67,770 +5%
SHJ
63
Sharkey, Howes & Javer
Colorado
$15.6M +$1.73M +160,020 +13%
K
64
Kemper
Illinois
$15.5M
PRS
65
Pinkerton Retirement Specialists
Idaho
$15.4M +$12.5M +1,158,372 +443%
LPL Financial
66
LPL Financial
California
$14.7M +$1.35M +125,472 +10%
BO
67
BRR OpCo
Ohio
$14.6M +$599K +55,506 +4%
AIM
68
AMI Investment Management
Indiana
$14.4M +$2.74M +253,698 +24%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$14.3M +$746K +69,210 +6%
CHA
70
Cooper/Haims Advisors
New York
$14.3M +$7.35M +681,558 +107%
Mariner
71
Mariner
Kansas
$13.8M +$2.88M +267,480 +27%
AP
72
Appleton Partners
Massachusetts
$13.2M +$3.74M +346,680 +40%
FAIM
73
Financial Advocates Investment Management
Washington
$12.9M -$478K -44,322 -4%
BPM
74
Bowling Portfolio Management
Ohio
$12.8M -$394K -36,498 -3%
MWA
75
MFA Wealth Advisors
Pennsylvania
$12.6M +$1.09M +101,382 +10%