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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRS
51
Pinkerton Retirement Specialists
Idaho
$44.4M +$1.69M +107,136 +4%
LWMT
52
Legacy Wealth Management (Tennessee)
Tennessee
$44.2M -$675K -42,900 -2%
AT
53
American Trust
Kentucky
$43.8M -$15.1M -961,650 -26%
CST
54
Charles Schwab Trust
Nevada
$43M +$1.42M +90,531 +4%
LFG
55
Leverty Financial Group
Wisconsin
$42.7M +$2.48M +157,413 +6%
FC
56
Financial Consulate
Maryland
$41.3M +$7.38M +468,855 +22%
AWMG
57
Alliance Wealth Management Group
New Jersey
$41.2M +$156K +9,882 +0.4%
TCM
58
Towercrest Capital Management
Pennsylvania
$41.2M +$156K +9,882 +0.4%
JIC
59
Johnson Investment Counsel
Ohio
$40.9M -$1.14M -72,537 -3%
JIP
60
Jaffetilchin Investment Partners
Florida
$39M -$2.92M -185,484 -7%
SAM
61
Standpoint Asset Management
Arizona
$38.5M +$1.86M +117,900 +5%
Truist Financial
62
Truist Financial
North Carolina
$38.5M +$625K +39,747 +2%
CL
63
Choreo LLC
Illinois
$38.1M +$37.2M +2,365,176 New
VNA
64
Valley National Advisers
Pennsylvania
$37.2M -$1.1M -70,149 -3%
RA
65
Riversedge Advisors
Delaware
$36.2M +$262K +16,680 +0.7%
BMM
66
Buffington Mohr McNeal
Idaho
$33.8M -$120K -7,599 -0.4%
CMP
67
Courage Miller Partners
Virginia
$33.6M -$1.43M -90,927 -4%
IAS
68
IMA Advisory Services
Colorado
$32.6M +$429K +27,231 +1%
Ameriprise
69
Ameriprise
Minnesota
$31.7M -$18.1M -1,148,934 -37%
AP
70
Appleton Partners
Massachusetts
$31.5M -$298K -18,948 -1%
MI
71
Moneywise Inc
Virginia
$31.3M +$1.82M +115,485 +6%
AA
72
Ashford Advisors
New York
$31.3M -$808K -51,336 -3%
PFM
73
Parsec Financial Management
North Carolina
$30.1M -$559K -35,502 -2%
CWM
74
Congress Wealth Management
Massachusetts
$29.2M +$995K +63,204 +4%
FVWA
75
Foster Victor Wealth Advisors
South Carolina
$29M -$23.4M -1,486,803 -45%