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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
HB Wealth Management
Georgia
$68.1M +$1.8M +77,236 +3%
IWC
52
Integrated Wealth Concepts
Massachusetts
$66.5M -$1.19M -50,993 -2%
MWP
53
Meridian Wealth Partners
Pennsylvania
$64.9M -$1.21M -51,822 -2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$61.5M -$6.55M -281,429 -9%
SA
55
Scarborough Advisors
Maryland
$61.2M -$16.4M -706,341 -20%
AWM
56
Adams Wealth Management
Utah
$59.7M -$5.27M -226,401 -8%
CI
57
CacheTech Inc
Utah
$59.7M -$5.16M -221,617 -7%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$58.9M +$4.14M +177,772 +7%
CAAM
59
Cornerstone Advisors Asset Management
Pennsylvania
$58.1M +$4.73M +203,236 +8%
RWM
60
RKL Wealth Management
Pennsylvania
$56.7M -$36.1M -1,552,035 -38%
JIP
61
Jaffetilchin Investment Partners
Florida
$56.3M +$488K +20,953 +0.8%
SFA
62
Sequoia Financial Advisors
Ohio
$56M +$77.2K +3,315 +0.1%
SC
63
Savant Capital
Illinois
$55.5M -$613K -26,312 -1%
ACA
64
Aptus Capital Advisors
Alabama
$54.2M +$1.42M +60,895 +3%
BAAM
65
Baker Avenue Asset Management
California
$53.9M +$4.92M +211,414 +9%
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6M +$1.22M +52,314 +2%
NC
67
NewSquare Capital
Pennsylvania
$52M +$1.44M +61,942 +3%
JP Morgan Chase
68
JP Morgan Chase
New York
$51.1M +$2.8M +120,280 +5%
LWMT
69
Legacy Wealth Management (Tennessee)
Tennessee
$51M +$1.55M +66,784 +3%
Raymond James Financial
70
Raymond James Financial
Florida
$50.3M +$1.71M +73,592 +3%
BFG
71
Berger Financial Group
Minnesota
$49.8M -$10.9M -468,502 -17%
AWMG
72
Alliance Wealth Management Group
New Jersey
$48.7M -$1.47M -63,113 -3%
TCM
73
Towercrest Capital Management
Pennsylvania
$48.7M -$1.47M -63,113 -3%
CL
74
Choreo LLC
Illinois
$48.3M -$4.43M -190,210 -8%
FMP
75
Financial Management Professionals
Texas
$47M +$30.4M +1,306,741 +159%