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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
51
Fund Evaluation Group
Ohio
$65.8M -$782K -37,827 -1%
IWC
52
Integrated Wealth Concepts
Massachusetts
$64.3M -$29.6M -1,433,910 -32%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$64M +$129K +6,237 +0.2%
Betterment LLC
54
Betterment LLC
New York
$63.8M +$46.9M +2,267,868 +319%
AWM
55
Adams Wealth Management
Utah
$60.9M -$309K -14,931 -0.5%
CI
56
CacheTech Inc
Utah
$60.9M +$58.8M +2,844,639 New
SFA
57
Sequoia Financial Advisors
Ohio
$57.3M -$6.9M -333,984 -11%
BFG
58
Berger Financial Group
Minnesota
$55.8M -$4.96M -239,811 -8%
OIA
59
OneDigital Investment Advisors
Kansas
$55.7M +$45.1M +2,184,744 +526%
CL
60
Choreo LLC
Illinois
$55.4M -$883K -42,735 -2%
SC
61
Savant Capital
Illinois
$55.2M -$925K -44,781 -2%
LWMT
62
Legacy Wealth Management (Tennessee)
Tennessee
$51.3M -$688K -33,282 -1%
JIP
63
Jaffetilchin Investment Partners
Florida
$50.6M +$2.54K +123 +0%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$50.2M +$5.48M +265,401 +13%
ACA
65
Aptus Capital Advisors
Alabama
$50M +$2.2M +106,272 +5%
VNA
66
Valley National Advisers
Pennsylvania
$49.8M +$469K +22,674 +1%
GWANC
67
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.9M +$1.49M +71,982 +3%
UCFA
68
United Capital Financial Advisors
Texas
$48.8M -$3.4M -164,400 -7%
AWMG
69
Alliance Wealth Management Group
New Jersey
$48.5M -$1.34M -64,809 -3%
TCM
70
Towercrest Capital Management
Pennsylvania
$48.5M -$1.34M -64,809 -3%
NC
71
NewSquare Capital
Pennsylvania
$48M +$1.89M +91,404 +4%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$46.8M +$4.91M +237,756 +12%
AWM
73
Apollon Wealth Management
South Carolina
$46.2M -$5.77M -279,180 -11%
BMM
74
Buffington Mohr McNeal
Idaho
$44.5M +$137K +6,630 +0.3%
HI
75
Harbour Investments
Wisconsin
$44.1M +$624K +30,204 +1%