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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPA
76
Delphi Private Advisors
California
$6.04M -$77.3K -8,106 -1%
DWM
77
Destination Wealth Management
California
$5.91M -$124K -13,038 -2%
MWM
78
MinichMacGregor Wealth Management
New York
$5.84M +$124K +12,978 +2%
MML Investors Services
79
MML Investors Services
Massachusetts
$5.73M +$5.68M +595,044 New
BFG
80
Bouchey Financial Group
New York
$5.69M +$24K +2,520 +0.4%
WAM
81
Watermark Asset Management
California
$5.67M +$238K +24,906 +4%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$5.46M +$368K +38,538 +7%
NIC
83
Northwest Investment Counselors
Oregon
$5.35M +$63.4K +6,648 +1%
PFC
84
Phocas Financial Corp
California
$5.31M -$5.34M -560,310 Closed
LWA
85
Lenox Wealth Advisors
New York
$5.19M +$569K +59,652 +12%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$5.11M +$316K +33,096 +7%
IAS
87
IMA Advisory Services
Colorado
$5.03M +$794K +83,232 +19%
Bank of America
88
Bank of America
North Carolina
$4.87M +$1.42M +148,920 +42%
EA
89
Edge Advisors
Georgia
$4.5M -$599K -62,778 -12%
AA
90
Alesco Advisors
New York
$4.47M -$46.9K -4,920 -1%
AWM
91
Avior Wealth Management
Nebraska
$4.35M +$222K +23,226 +5%
PMG
92
ProVise Management Group
Florida
$4.28M +$4.24M +444,972 New
NC
93
NewSquare Capital
Pennsylvania
$4.13M +$58.4K +6,126 +1%
MCM
94
Mitchell Capital Management
Kansas
$4.11M +$152K +15,900 +4%
VCAM
95
Van Cleef Asset Management
Ohio
$4.05M -$196K -20,580 -5%
HCM
96
Hengehold Capital Management
Ohio
$4M +$127K +13,362 +3%
BWM
97
BerganKDV Wealth Management
Minnesota
$3.85M +$6.41K +672 +0.2%
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
$3.8M +$75.8K +7,944 +2%
BFPW
99
BOK Financial Private Wealth
Colorado
$3.74M -$79.6K -8,346 -2%
BC
100
Bartlett & Co
Ohio
$3.69M +$139K +14,610 +4%