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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
51
Marcum Wealth
Ohio
$40.3M +$7.49M +478,140 +23%
MTC
52
Matrix Trust Company
Colorado
$39.2M -$518K -33,042 -1%
JIC
53
Johnson Investment Counsel
Ohio
$38.4M +$3.47M +221,250 +10%
PRS
54
Pinkerton Retirement Specialists
Idaho
$38.3M -$9.41M -600,834 -20%
BPA
55
Beacon Pointe Advisors
California
$37.9M -$324K -20,694 -0.9%
RA
56
Riversedge Advisors
Delaware
$37.3M -$2.34M -149,238 -6%
FWM
57
Frontier Wealth Management
Missouri
$37.1M +$3.74M +238,794 +12%
CMP
58
Courage Miller Partners
Virginia
$36.7M -$659K -42,090 -2%
JIP
59
Jaffetilchin Investment Partners
Florida
$36.2M +$6.2K +396 +0%
CCM
60
Ciovacco Capital Management
Georgia
$36.2M +$3.55M +226,512 +11%
Morgan Stanley
61
Morgan Stanley
New York
$35.7M +$849K +54,198 +2%
AA
62
Ancora Advisors
Ohio
$34.7M +$26.6K +1,698 +0.1%
KBFS
63
Kohmann Bosshard Financial Services
Ohio
$33.7M +$5.27M +336,570 +19%
BO
64
BRR OpCo
Ohio
$32.8M +$270K +17,244 +0.8%
BMM
65
Buffington Mohr McNeal
Idaho
$32M +$1.05M +66,822 +3%
OWM
66
Orgel Wealth Management
Wisconsin
$31.7M +$1.38M +87,852 +5%
PAG
67
Pinnacle Advisory Group
Maryland
$30.4M +$2.53M +161,304 +9%
CWM
68
Curi Wealth Management
North Carolina
$30M +$3.79M +241,860 +15%
BCI
69
Brinker Capital Investments
Pennsylvania
$29.6M +$28.9M +1,846,848 New
AIA
70
Arcadia Investment Advisors
Idaho
$29.5M -$119K -7,566 -0.4%
MI
71
Moneywise Inc
Virginia
$29M -$36.2K -2,310 -0.1%
IAS
72
IMA Advisory Services
Colorado
$28.5M +$344K +21,948 +1%
FMP
73
Financial Management Professionals
Texas
$28.4M -$1.63M -104,214 -6%
AP
74
Appleton Partners
Massachusetts
$28.2M +$1.65M +105,504 +6%
RCIM
75
Red Cedar Investment Management
Michigan
$27.6M -$29.6M -1,888,608 -52%