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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Towercrest Capital Management
Pennsylvania
$37.7M -$848K -59,274 -2%
MTC
52
Matrix Trust Company
Colorado
$37.7M -$331K -23,124 -0.9%
RA
53
Riversedge Advisors
Delaware
$37.6M +$1.04M +72,852 +3%
Truist Financial
54
Truist Financial
North Carolina
$36.8M -$7.25M -506,772 -17%
BPA
55
Beacon Pointe Advisors
California
$36.2M +$959K +67,020 +3%
CMP
56
Courage Miller Partners
Virginia
$35.4M -$1.83M -127,920 -5%
JIP
57
Jaffetilchin Investment Partners
Florida
$34.3M +$4.58M +319,932 +16%
SAF
58
Smith Anglin Financial
Texas
$33.8M +$31.9M +2,227,842 New
Morgan Stanley
59
Morgan Stanley
New York
$33M +$3.01M +210,642 +11%
JIC
60
Johnson Investment Counsel
Ohio
$33M +$3.45M +240,864 +12%
AA
61
Ancora Advisors
Ohio
$32.9M -$164K -11,472 -0.5%
FWM
62
Frontier Wealth Management
Missouri
$31.5M -$1.68M -117,462 -5%
MW
63
Marcum Wealth
Ohio
$30.9M +$9.76M +681,840 +50%
BO
64
BRR OpCo
Ohio
$30.8M +$1.43M +100,266 +5%
CCM
65
Ciovacco Capital Management
Georgia
$30.7M +$29M +2,024,340 New
BMM
66
Buffington Mohr McNeal
Idaho
$29.3M +$101K +7,044 +0.4%
OWM
67
Orgel Wealth Management
Wisconsin
$28.7M +$1.65M +114,984 +6%
FMP
68
Financial Management Professionals
Texas
$28.5M -$32.3M -2,258,238 -55%
AIA
69
Arcadia Investment Advisors
Idaho
$28.1M +$399K +27,912 +2%
Bank of America
70
Bank of America
North Carolina
$27.8M -$4.17M -291,450 -14%
KBFS
71
Kohmann Bosshard Financial Services
Ohio
$27.6M -$4.43M -309,348 -15%
MI
72
Moneywise Inc
Virginia
$27.5M +$157K +10,992 +0.6%
IAS
73
IMA Advisory Services
Colorado
$26.7M +$594K +41,520 +2%
PAG
74
Pinnacle Advisory Group
Maryland
$26.4M +$1.14M +79,662 +5%
CG
75
Colony Group
Massachusetts
$26.1M -$216K -15,084 -0.9%