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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
$32.8M +$2.77M +237,522 +10%
TCM
52
Towercrest Capital Management
Pennsylvania
$32.8M +$2.77M +237,522 +10%
MTC
53
Matrix Trust Company
Colorado
$30.7M -$1.77M -151,980 -6%
CMP
54
Courage Miller Partners
Virginia
$30.4M -$478K -41,052 -2%
AA
55
Ancora Advisors
Ohio
$28.9M -$405K -34,710 -1%
BPA
56
Beacon Pointe Advisors
California
$28.3M +$17.3M +1,487,532 +185%
RA
57
Riversedge Advisors
Delaware
$28.2M +$9.98M +855,930 +60%
FWM
58
Frontier Wealth Management
Missouri
$28M +$11.6M +994,764 +78%
Bank of America
59
Bank of America
North Carolina
$27.9M +$13.2M +1,130,418 +100%
FWM
60
Filbrandt Wealth Management
Wisconsin
$27.1M -$194K -16,680 -0.8%
KBFS
61
Kohmann Bosshard Financial Services
Ohio
$26.1M +$4M +343,464 +19%
BC
62
Brinker Capital
Pennsylvania
$26.1M -$1.85M -158,508 -7%
CHA
63
Cooper/Haims Advisors
New York
$24.9M -$7.2M -617,718 -23%
JIC
64
Johnson Investment Counsel
Ohio
$23.8M +$255K +21,858 +1%
BMM
65
Buffington Mohr McNeal
Idaho
$23.4M +$1.68M +144,114 +8%
BO
66
BRR OpCo
Ohio
$23.3M +$3.76M +322,788 +21%
AIA
67
Arcadia Investment Advisors
Idaho
$23.1M -$5.94K -510 -0%
OWM
68
Orgel Wealth Management
Wisconsin
$22.8M +$14.5M +1,248,252 +210%
MI
69
Moneywise Inc
Virginia
$22M +$1.31M +112,074 +7%
IAS
70
IMA Advisory Services
Colorado
$21.6M +$8.1M +694,980 +66%
CG
71
Colony Group
Massachusetts
$21.6M +$905K +77,682 +5%
VNA
72
Valley National Advisers
Pennsylvania
$21.5M -$2.25M -192,660 -10%
Morgan Stanley
73
Morgan Stanley
New York
$21.5M +$6.17M +529,518 +44%
MWA
74
Martel Wealth Advisors
Washington
$21.4M -$308K -26,424 -2%
AAMA
75
Advanced Asset Management Advisors
Ohio
$20.9M -$8.39M -720,000 -30%