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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$61.7M -$3.37M -170,952 -5%
AWM
52
Adams Wealth Management
Utah
$59.2M +$4.16M +211,308 +8%
BFG
53
Berger Financial Group
Minnesota
$58.8M +$17.7M +900,804 +46%
SC
54
Savant Capital
Illinois
$54.2M -$820K -41,637 -2%
CL
55
Choreo LLC
Illinois
$54.2M +$572K +29,037 +1%
UCFA
56
United Capital Financial Advisors
Texas
$50.5M -$4.26M -216,462 -8%
AWM
57
Apollon Wealth Management
South Carolina
$50.4M -$2.54M -129,174 -5%
LWMT
58
Legacy Wealth Management (Tennessee)
Tennessee
$50.2M -$2.93M -148,668 -6%
JIP
59
Jaffetilchin Investment Partners
Florida
$48.9M +$122K +6,186 +0.3%
AWMG
60
Alliance Wealth Management Group
New Jersey
$48.1M -$64K -3,249 -0.1%
TCM
61
Towercrest Capital Management
Pennsylvania
$48.1M -$64K -3,249 -0.1%
VNA
62
Valley National Advisers
Pennsylvania
$47.7M -$210K -10,656 -0.5%
ACA
63
Aptus Capital Advisors
Alabama
$46.1M +$2.16M +109,506 +5%
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$45.8M +$2.17M +110,115 +5%
NC
65
NewSquare Capital
Pennsylvania
$44.5M +$1.83M +93,102 +4%
PRS
66
Pinkerton Retirement Specialists
Idaho
$44.4M -$4.05M -205,716 -9%
RA
67
Riversedge Advisors
Delaware
$43.1M -$668K -33,939 -2%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$43M -$7.79M -395,817 -16%
BMM
69
Buffington Mohr McNeal
Idaho
$42.9M -$1.43M -72,711 -3%
HI
70
Harbour Investments
Wisconsin
$42M +$298K +15,159 +0.8%
AP
71
Appleton Partners
Massachusetts
$41.2M +$100K +5,079 +0.3%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$40.3M +$2.29M +116,412 +6%
MSWM
73
McGlone Suttner Wealth Management
Wisconsin
$40M -$150K -7,599 -0.4%
CMP
74
Courage Miller Partners
Virginia
$39.6M -$416K -21,138 -1%
Wells Fargo
75
Wells Fargo
California
$39.3M +$1.68M +85,164 +5%