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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRS
51
Pinkerton Retirement Specialists
Idaho
$42.2M -$315K -17,670 -0.7%
FWM
52
Frontier Wealth Management
Missouri
$41.4M +$1.78M +99,846 +4%
Morgan Stanley
53
Morgan Stanley
New York
$41.1M +$969K +54,312 +2%
KBFS
54
Kohmann Bosshard Financial Services
Ohio
$40M +$2.01M +112,884 +5%
RA
55
Riversedge Advisors
Delaware
$39.9M +$46.4K +2,604 +0.1%
CWM
56
Curi Wealth Management
North Carolina
$39.8M +$3.01M +168,558 +8%
JIP
57
Jaffetilchin Investment Partners
Florida
$39.3M -$40.4M -2,263,236 -50%
BPA
58
Beacon Pointe Advisors
California
$38.9M -$801K -44,928 -2%
CMP
59
Courage Miller Partners
Virginia
$38.1M -$1.54M -86,148 -4%
MI
60
Moneywise Inc
Virginia
$36.5M +$6.05M +338,994 +19%
AIP
61
Almanack Investment Partners
Pennsylvania
$36.3M +$13.3M +747,192 +56%
BO
62
BRR OpCo
Ohio
$35.4M -$322K -18,078 -0.9%
BMM
63
Buffington Mohr McNeal
Idaho
$35.2M -$603K -33,786 -2%
OWM
64
Orgel Wealth Management
Wisconsin
$34.1M -$941K -52,752 -3%
AA
65
Ancora Advisors
Ohio
$33.8M -$2.65M -148,704 -7%
VNA
66
Valley National Advisers
Pennsylvania
$33.2M +$2.34M +131,004 +7%
AIA
67
Arcadia Investment Advisors
Idaho
$32.6M +$239K +13,386 +0.7%
AP
68
Appleton Partners
Massachusetts
$31.7M +$774K +43,404 +2%
Stifel Financial
69
Stifel Financial
Missouri
$31M +$5.52M +309,564 +21%
BCI
70
Brinker Capital Investments
Pennsylvania
$30.8M
IAS
71
IMA Advisory Services
Colorado
$30.4M -$949K -53,232 -3%
NRI
72
NFP Retirement Inc
California
$30.1M -$7.99M -448,182 -21%
MTC
73
Matrix Trust Company
Colorado
$30M -$11.7M -654,570 -27%
CST
74
Charles Schwab Trust
Nevada
$29.7M +$789K +44,220 +3%
AAMA
75
Advanced Asset Management Advisors
Ohio
$29.3M