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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$43.1M +$2.29M +145,704 +5%
JWM
52
JFG Wealth Management
Colorado
$43.1M +$46.1M +2,938,947 +2,603%
CWM
53
Curi Wealth Management
North Carolina
$42.7M +$3.97M +253,164 +9%
IA
54
IFP Advisors
Florida
$40M +$993K +63,297 +4%
SC
55
Savant Capital
Illinois
$37.6M -$4.37M -278,637 -9%
JIC
56
Johnson Investment Counsel
Ohio
$37.5M -$244K -15,570 -0.6%
FMP
57
Financial Management Professionals
Texas
$36.9M +$7.08M +451,014 +21%
AWMG
58
Alliance Wealth Management Group
New Jersey
$35.6M +$2.45M +155,946 +7%
TCM
59
Towercrest Capital Management
Pennsylvania
$35.6M +$2.45M +155,946 +7%
Truist Financial
60
Truist Financial
North Carolina
$35.3M -$1.09M -69,528 -3%
VNA
61
Valley National Advisers
Pennsylvania
$32.4M -$2.6M -165,942 -7%
AF
62
Allworth Financial
California
$32.3M +$9.97M +635,484 +38%
JIP
63
Jaffetilchin Investment Partners
Florida
$32.1M -$48.4K -3,084 -0.1%
RA
64
Riversedge Advisors
Delaware
$31.7M -$1.6M -102,282 -4%
BFG
65
Berger Financial Group
Minnesota
$31.6M +$1.91M +121,683 +6%
BO
66
BRR OpCo
Ohio
$31M +$1.13M +72,228 +3%
CMP
67
Courage Miller Partners
Virginia
$30.7M -$316K -20,154 -0.9%
FC
68
Financial Consulate
Maryland
$29.8M +$6.95M +443,256 +27%
BMM
69
Buffington Mohr McNeal
Idaho
$29.7M +$339K +21,636 +1%
IAS
70
IMA Advisory Services
Colorado
$28.2M -$168K -10,677 -0.5%
AP
71
Appleton Partners
Massachusetts
$27.6M +$522K +33,294 +2%
MI
72
Moneywise Inc
Virginia
$27.2M -$433K -27,612 -1%
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$27.2M -$1.85M -117,867 -6%
PFM
74
Parsec Financial Management
North Carolina
$26.3M -$905K -57,651 -3%
RA
75
Rational Advisors
New York
$26M -$1.2M -76,653 -4%