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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$38.2M -$1.24M -76,299 -3%
VNA
52
Valley National Advisers
Pennsylvania
$36.5M +$2.55M +157,677 +7%
AWMG
53
Alliance Wealth Management Group
New Jersey
$35.2M -$1.25M -77,163 -3%
TCM
54
Towercrest Capital Management
Pennsylvania
$35.2M -$1.25M -77,163 -3%
RA
55
Riversedge Advisors
Delaware
$34.9M -$1.04M -64,062 -3%
SA
56
Scarborough Advisors
Maryland
$34.8M +$200K +12,324 +0.5%
JIP
57
Jaffetilchin Investment Partners
Florida
$33.9M +$150K +9,249 +0.4%
AWM
58
AE Wealth Management
Kansas
$32.9M +$27.5M +1,696,686 +331%
CMP
59
Courage Miller Partners
Virginia
$32.6M +$136K +8,376 +0.4%
OAM
60
Oak Asset Management
California
$32.6M +$35.5M +2,193,081 New
FMP
61
Financial Management Professionals
Texas
$32.2M +$3.5M +216,165 +11%
BO
62
BRR OpCo
Ohio
$31.6M +$1.62M +99,858 +5%
BFG
63
Berger Financial Group
Minnesota
$31.5M +$747K +46,116 +2%
BMM
64
Buffington Mohr McNeal
Idaho
$31M +$34.9K +2,154 +0.1%
AIP
65
Almanack Investment Partners
Pennsylvania
$30.7M +$4.3M +265,371 +15%
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$30.4M -$6.51M -401,841 -16%
IAS
67
IMA Advisory Services
Colorado
$29.9M +$1.82M +112,158 +6%
MI
68
Moneywise Inc
Virginia
$29.1M -$705K -43,479 -2%
NSAM
69
North Star Asset Management
Wisconsin
$28.8M +$3.79M +233,928 +14%
PFM
70
Parsec Financial Management
North Carolina
$28.6M -$3.03M -187,080 -9%
RA
71
Rational Advisors
New York
$28.6M -$2.28M -140,532 -7%
AP
72
Appleton Partners
Massachusetts
$28.6M +$793K +48,933 +3%
NRI
73
NFP Retirement Inc
California
$27.8M +$1.52M +93,693 +5%
CWM
74
Congress Wealth Management
Massachusetts
$26.8M +$1.95M +120,162 +7%
AA
75
Ancora Advisors
Ohio
$26.1M -$371K -22,875 -1%