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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
51
Alliance Wealth Management Group
New Jersey
$22.8M -$229K -21,336 -0.9%
TCM
52
Towercrest Capital Management
Pennsylvania
$22.8M -$229K -21,336 -0.9%
SHJ
53
Sharkey, Howes & Javer
Colorado
$22.5M +$8.52M +793,584 +54%
AIP
54
Almanack Investment Partners
Pennsylvania
$21.9M +$13.9M +1,290,984 +142%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$21.6M +$2.73M +254,076 +13%
AG
56
Advisor Group
Arizona
$21.4M +$21.5M +1,999,956 +1,316%
BA
57
Bristlecone Advisors
Washington
$20.5M -$741K -69,000 -3%
BC
58
Burleson & Co
California
$20.4M +$6.79M +632,184 +52%
AA
59
Ancora Advisors
Ohio
$20.3M +$1.86M +173,580 +9%
RCIM
60
Red Cedar Investment Management
Michigan
$20M +$458K +42,690 +2%
TIM
61
Total Investment Management
Arizona
$19.4M +$128K +11,970 +0.7%
WCWM
62
Wooster Corthell Wealth Management
Connecticut
$18.7M +$595K +55,404 +3%
AIA
63
Arcadia Investment Advisors
Idaho
$18.6M -$3.04M -282,888 -13%
BWA
64
BlueSky Wealth Advisors
North Carolina
$18.5M -$3.37M -314,142 -15%
RRC
65
Relaxing Retirement Coach
Massachusetts
$17.5M -$409K -38,142 -2%
JIC
66
Johnson Investment Counsel
Ohio
$17.4M +$2M +186,006 +12%
LWMT
67
Legacy Wealth Management (Tennessee)
Tennessee
$17.2M +$16.3M +1,515,348 +717%
UBS AM
68
UBS AM
Illinois
$16.9M -$651K -60,672 -3%
CFIA
69
Cantor Fitzgerald Investment Advisors
New York
$16.6M +$16.3M +1,519,806 +1,041%
WA
70
WealthTrust-Arizona
Arizona
$16.6M -$722K -67,290 -4%
AOWM
71
Alpha Omega Wealth Management
Virginia
$16.6M +$17.6M +1,642,218 +7,220%
BMM
72
Buffington Mohr McNeal
Idaho
$16.3M -$154K -14,334 -0.9%
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$16.3M -$347K -32,358 -2%
KBFS
74
Kohmann Bosshard Financial Services
Ohio
$16.3M +$784K +73,026 +5%
MI
75
Moneywise Inc
Virginia
$16.2M +$389K +36,258 +2%