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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
51
Financial Management Professionals
Texas
$48.3M +$17.2M +1,044,201 +61%
LFG
52
Leverty Financial Group
Wisconsin
$48.1M +$1.79M +108,291 +4%
SAM
53
Standpoint Asset Management
Arizona
$47.8M +$5.7M +345,300 +14%
PRS
54
Pinkerton Retirement Specialists
Idaho
$47.3M -$729K -44,160 -2%
LWMT
55
Legacy Wealth Management (Tennessee)
Tennessee
$47.2M -$573K -34,680 -1%
FC
56
Financial Consulate
Maryland
$46.7M +$1.92M +116,046 +5%
JIC
57
Johnson Investment Counsel
Ohio
$46.6M +$2.17M +131,673 +5%
CST
58
Charles Schwab Trust
Nevada
$44M +$205K +12,399 +0.5%
AWMG
59
Alliance Wealth Management Group
New Jersey
$43.3M -$1.27M -76,848 -3%
TCM
60
Towercrest Capital Management
Pennsylvania
$43.3M -$1.27M -76,848 -3%
JIP
61
Jaffetilchin Investment Partners
Florida
$40.8M -$1.36M -82,518 -3%
SC
62
Savant Capital
Illinois
$40.3M +$13.8M +837,816 +57%
VNA
63
Valley National Advisers
Pennsylvania
$40.2M +$165K +9,984 +0.4%
Truist Financial
64
Truist Financial
North Carolina
$40.1M -$1.43M -86,676 -4%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$39.6M -$9.67M -585,924 -21%
CL
66
Choreo LLC
Illinois
$38.9M -$2.26M -136,821 -6%
BMM
67
Buffington Mohr McNeal
Idaho
$37.4M +$707K +42,834 +2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$35.9M +$9.46M +573,132 +39%
RA
69
Riversedge Advisors
Delaware
$35.9M -$3.14M -189,876 -8%
MWM
70
Modera Wealth Management
New Jersey
$35.8M +$33.9M +2,051,919 New
Cerity Partners
71
Cerity Partners
New York
$35.2M +$22.1M +1,339,194 +198%
CMP
72
Courage Miller Partners
Virginia
$34.7M -$1.56M -94,614 -5%
AT
73
American Trust
Kentucky
$34.4M -$9.59M -581,028 -21%
IAS
74
IMA Advisory Services
Colorado
$34.2M -$1.07M -64,821 -3%
AA
75
Ashford Advisors
New York
$33.9M