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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Towercrest Capital Management
Pennsylvania
$24.7M -$2.23M -183,672 -7%
AWMG
52
Alliance Wealth Management Group
New Jersey
$24.7M -$2.23M -183,666 -7%
AAMA
53
Advanced Asset Management Advisors
Ohio
$24.6M
HighTower Advisors
54
HighTower Advisors
Illinois
$24.3M -$14.9M -1,223,886 -34%
AA
55
Ancora Advisors
Ohio
$24.2M +$3.76M +309,960 +15%
BC
56
Brinker Capital
Pennsylvania
$23.2M -$6.31M -519,834 -19%
FWM
57
Filbrandt Wealth Management
Wisconsin
$22.6M +$4.08M +336,306 +18%
Ameriprise
58
Ameriprise
Minnesota
$22.1M +$2.95M +242,592 +13%
VNA
59
Valley National Advisers
Pennsylvania
$19.7M +$2.43M +200,256 +12%
JIC
60
Johnson Investment Counsel
Ohio
$19.5M -$1.5M -123,444 -6%
CCA
61
Clearwater Capital Advisors
Illinois
$19.5M -$6.52M -536,946 -22%
AIA
62
Arcadia Investment Advisors
Idaho
$19.1M +$183K +15,078 +0.8%
ACWM
63
Adams Chetwood Wealth Management
North Carolina
$18.3M -$1M -82,368 -5%
KBFS
64
Kohmann Bosshard Financial Services
Ohio
$18.1M -$4.86M -400,458 -18%
SS
65
Sunbelt Securities
Texas
$18M +$17.6M +1,450,704 +4,346%
MWA
66
Martel Wealth Advisors
Washington
$18M +$1.3M +106,704 +6%
BMM
67
Buffington Mohr McNeal
Idaho
$17.9M +$474K +39,054 +2%
CG
68
Colony Group
Massachusetts
$17.1M +$10.1M +828,018 +98%
MI
69
Moneywise Inc
Virginia
$17M -$171K -14,094 -0.8%
K
70
Kemper
Illinois
$16.5M
JIP
71
Jaffetilchin Investment Partners
Florida
$16.4M +$76.7K +6,318 +0.4%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$16.4M -$1.72M -141,522 -8%
BO
73
BRR OpCo
Ohio
$15.9M +$1.49M +122,532 +9%
PRS
74
Pinkerton Retirement Specialists
Idaho
$15.9M -$15.6M -1,287,936 -45%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$15.8M -$1.47M -120,906 -7%