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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
51
Financial Management Professionals
Texas
$47.9M +$1.32M +75,444 +3%
SAM
52
Standpoint Asset Management
Arizona
$47.7M +$1.63M +92,700 +3%
CST
53
Charles Schwab Trust
Nevada
$46.4M +$1.21M +68,796 +3%
PRS
54
Pinkerton Retirement Specialists
Idaho
$45.9M +$186K +10,599 +0.4%
FC
55
Financial Consulate
Maryland
$45.5M +$425K +24,231 +0.9%
SC
56
Savant Capital
Illinois
$45.4M +$6.71M +382,695 +17%
LWMT
57
Legacy Wealth Management (Tennessee)
Tennessee
$44.9M -$756K -43,086 -2%
AWM
58
AE Wealth Management
Kansas
$44.3M -$12.4M -709,293 -21%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$44M +$5.95M +339,033 +15%
CL
60
Choreo LLC
Illinois
$41.5M +$4.08M +232,620 +10%
JIP
61
Jaffetilchin Investment Partners
Florida
$39.6M +$145K +8,271 +0.4%
TCM
62
Towercrest Capital Management
Pennsylvania
$39.5M -$2.42M -137,763 -6%
VNA
63
Valley National Advisers
Pennsylvania
$39.2M +$458K +26,091 +1%
ACA
64
Aptus Capital Advisors
Alabama
$38.3M +$22.2M +1,268,076 +127%
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$37.9M +$22.3M +1,271,427 +130%
Truist Financial
66
Truist Financial
North Carolina
$36.8M -$2.06M -117,315 -5%
AWM
67
Apollon Wealth Management
South Carolina
$36.4M +$32.9M +1,875,081 +664%
BMM
68
Buffington Mohr McNeal
Idaho
$36.3M +$229K +13,077 +0.6%
KBFS
69
Kohmann Bosshard Financial Services
Ohio
$36.1M +$4.86M +276,774 +15%
RA
70
Riversedge Advisors
Delaware
$34.5M -$156K -8,913 -0.4%
MWM
71
Modera Wealth Management
New Jersey
$34.2M -$418K -23,829 -1%
CMP
72
Courage Miller Partners
Virginia
$33.4M -$128K -7,311 -0.4%
HI
73
Harbour Investments
Wisconsin
$32.7M +$1.99M +113,337 +6%
MSWM
74
McGlone Suttner Wealth Management
Wisconsin
$32.5M +$1.38M +78,393 +4%
NC
75
NewSquare Capital
Pennsylvania
$32.4M +$2.53M +143,982 +8%