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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
51
Kohmann Bosshard Financial Services
Ohio
$45.9M +$1.75M +94,764 +4%
RA
52
Riversedge Advisors
Delaware
$45.3M +$1.57M +84,966 +4%
FWM
53
Frontier Wealth Management
Missouri
$44.9M -$385K -20,826 -0.9%
AIP
54
Almanack Investment Partners
Pennsylvania
$44.1M +$4.26M +230,730 +11%
CWM
55
Congress Wealth Management
Massachusetts
$43.4M +$42.3M +2,289,582 New
JIP
56
Jaffetilchin Investment Partners
Florida
$43M +$53.8K +2,910 +0.1%
PFM
57
Parsec Financial Management
North Carolina
$42.9M -$496K -26,844 -1%
CMP
58
Courage Miller Partners
Virginia
$41.4M -$275K -14,880 -0.7%
BPA
59
Beacon Pointe Advisors
California
$41.3M -$1.17M -63,168 -3%
VNA
60
Valley National Advisers
Pennsylvania
$39.6M +$3.22M +174,426 +9%
BMM
61
Buffington Mohr McNeal
Idaho
$39M +$496K +26,832 +1%
BO
62
BRR OpCo
Ohio
$38.1M -$594K -32,142 -2%
OWM
63
Orgel Wealth Management
Wisconsin
$37.8M +$496K +26,832 +1%
WANY
64
Wealthspire Advisors (New York)
New York
$37.4M -$19.6M -1,059,930 -35%
MI
65
Moneywise Inc
Virginia
$36.4M -$3.48M -188,130 -9%
AIA
66
Arcadia Investment Advisors
Idaho
$35.6M -$83.2K -4,506 -0.2%
AP
67
Appleton Partners
Massachusetts
$35.1M +$346K +18,750 +1%
IAS
68
IMA Advisory Services
Colorado
$34.9M +$1.63M +88,344 +5%
AA
69
Ancora Advisors
Ohio
$34.6M -$2.37M -128,442 -7%
Stifel Financial
70
Stifel Financial
Missouri
$34.6M +$662K +35,832 +2%
BFG
71
Berger Financial Group
Minnesota
$34.5M +$4.55M +246,192 +16%
NRI
72
NFP Retirement Inc
California
$34.2M +$1.22M +65,976 +4%
SA
73
Scarborough Advisors
Maryland
$34M +$33.1M +1,790,844 New
MTC
74
Matrix Trust Company
Colorado
$32.7M -$142K -7,680 -0.4%
NFG
75
Northeast Financial Group
Pennsylvania
$32.4M +$2.15M +116,604 +7%