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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
51
Cantor Fitzgerald Investment Advisors
New York
$28.9M +$6.7M +568,404 +30%
CMP
52
Courage Miller Partners
Virginia
$28.8M -$190K -16,122 -0.7%
AAMA
53
Advanced Asset Management Advisors
Ohio
$28.5M
BA
54
Bristlecone Advisors
Washington
$26.6M -$274K -23,226 -1%
KBFS
55
Kohmann Bosshard Financial Services
Ohio
$25.4M +$1.11M +93,840 +5%
MGIA
56
Moneta Group Investment Advisors
Missouri
$25.1M +$16.2M +1,378,476 +185%
AFS
57
Access Financial Services
Minnesota
$24.1M -$2.28M -193,062 -9%
AA
58
Ancora Advisors
Ohio
$24M +$848K +71,934 +4%
JIC
59
Johnson Investment Counsel
Ohio
$24M +$1.72M +145,548 +8%
WCWM
60
Wooster Corthell Wealth Management
Connecticut
$23.3M +$158K +13,374 +0.7%
AIA
61
Arcadia Investment Advisors
Idaho
$23M -$110K -9,294 -0.5%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$22.6M -$1.1M -92,928 -5%
BC
63
Burleson & Co
California
$22M -$128K -10,884 -0.6%
Ameriprise
64
Ameriprise
Minnesota
$21.9M +$653K +55,410 +3%
BWA
65
BlueSky Wealth Advisors
North Carolina
$21.8M +$851K +72,210 +4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$21.3M +$15.4M +1,310,484 +269%
AP
67
Appleton Partners
Massachusetts
$21.1M +$2.11M +179,202 +11%
AIP
68
Almanack Investment Partners
Pennsylvania
$21.1M +$3.97M +337,212 +23%
MWA
69
Martel Wealth Advisors
Washington
$21M +$227K +19,242 +1%
FC
70
Financial Consulate
Maryland
$20.6M +$213K +18,060 +1%
AWM
71
Apollon Wealth Management
South Carolina
$20.5M +$943K +79,986 +5%
MI
72
Moneywise Inc
Virginia
$20.1M -$267K -22,692 -1%
BMM
73
Buffington Mohr McNeal
Idaho
$19.9M +$13.2K +1,116 +0.1%
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$19.9M +$138K +11,718 +0.7%
VNA
75
Valley National Advisers
Pennsylvania
$19.8M +$963K +81,702 +5%