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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$70.4M -$1.13M -51,930 -2%
IWC
52
Integrated Wealth Concepts
Massachusetts
$69.1M +$1.11M +50,877 +2%
FEG
53
Fund Evaluation Group
Ohio
$68.5M -$949K -43,575 -1%
MWP
54
Meridian Wealth Partners
Pennsylvania
$67.4M -$3.55M -163,143 -5%
AWM
55
Adams Wealth Management
Utah
$65.1M +$709K +32,529 +1%
CI
56
CacheTech Inc
Utah
$65.1M +$709K +32,529 +1%
AT
57
American Trust
Kentucky
$63.5M -$21.7M -995,607 -26%
BFG
58
Berger Financial Group
Minnesota
$60.6M +$1.66M +76,290 +3%
LFG
59
Leverty Financial Group
Wisconsin
$59.4M +$21.2M +971,601 +59%
SFA
60
Sequoia Financial Advisors
Ohio
$59.3M -$1.21M -55,668 -2%
SC
61
Savant Capital
Illinois
$57.6M -$611K -28,026 -1%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$56.1M +$6.44M +295,686 +14%
JIP
63
Jaffetilchin Investment Partners
Florida
$55.6M +$2.12M +97,110 +4%
OIA
64
OneDigital Investment Advisors
Kansas
$54.5M -$4.17M -191,592 -7%
CL
65
Choreo LLC
Illinois
$54.3M -$3.4M -156,153 -6%
CAAM
66
Cornerstone Advisors Asset Management
Pennsylvania
$53.9M +$10.6M +487,962 +26%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$53.4M +$341K +15,642 +0.7%
GWANC
68
Guardian Wealth Advisors (North Carolina)
North Carolina
$53M +$1.32M +60,606 +3%
LWMT
69
Legacy Wealth Management (Tennessee)
Tennessee
$52.7M -$1.34M -61,674 -3%
NC
70
NewSquare Capital
Pennsylvania
$51.6M +$875K +40,167 +2%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$51.2M -$22.8M -1,044,642 -32%
AWMG
72
Alliance Wealth Management Group
New Jersey
$51.2M +$65K +2,985 +0.1%
TCM
73
Towercrest Capital Management
Pennsylvania
$51.2M +$65K +2,985 +0.1%
AWM
74
Apollon Wealth Management
South Carolina
$50.3M +$1.5M +68,889 +3%
UCFA
75
United Capital Financial Advisors
Texas
$49.4M -$2.06M -94,569 -4%