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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
76
Martel Wealth Advisors
Washington
$16M +$1.02M +94,854 +6%
SFA
77
Sequoia Financial Advisors
Ohio
$15.4M +$2.64M +245,928 +19%
PAG
78
Pinnacle Advisory Group
Maryland
$15.4M -$1.3M -120,966 -7%
Morgan Stanley
79
Morgan Stanley
New York
$15.1M +$2.58M +240,852 +19%
LIM
80
Leavell Investment Management
Alabama
$14.9M -$176K -16,404 -1%
DWM
81
Destination Wealth Management
California
$14.8M +$10.3M +955,668 +180%
PFM
82
Parsec Financial Management
North Carolina
$14.5M +$61K +5,682 +0.4%
K
83
Kemper
Illinois
$14.2M
CWM
84
Cabot Wealth Management
Massachusetts
$14.2M -$319K -29,676 -2%
VAS
85
Valicenti Advisory Services
New York
$13.9M +$1.52M +141,324 +11%
BO
86
BRR OpCo
Ohio
$13.8M +$666K +62,082 +5%
VNA
87
Valley National Advisers
Pennsylvania
$13.7M +$7.62M +710,328 +106%
Ameriprise
88
Ameriprise
Minnesota
$13.7M -$1.9M -176,910 -11%
FLPIM
89
F.L. Putnam Investment Management
Massachusetts
$13.6M -$457K -42,576 -3%
CWM
90
CCG Wealth Management
California
$13.5M +$14.6M +1,358,436 New
JFGLC
91
Johnson Financial Group LLC (Colorado)
Colorado
$13.2M +$14.3M +1,331,076 New
FPCG
92
Fort Pitt Capital Group
Pennsylvania
$13.2M +$14M +1,301,616 +5,473%
SWA
93
Sutton Wealth Advisors
Florida
$12M -$2.92M -271,836 -18%
TCM
94
Tradewinds Capital Management
Washington
$11.9M +$11.3M +1,052,730 +760%
CCM
95
CWH Capital Management
Washington
$11.8M -$22.5K -2,100 -0.2%
AP
96
Appleton Partners
Massachusetts
$11.8M -$1.98M -184,602 -14%
MA
97
MCF Advisors
Kentucky
$11.7M +$3.53M +329,340 +39%
MAG
98
Mokosak Advisory Group
Iowa
$11.7M -$4.26M -397,086 -25%
BPM
99
Bowling Portfolio Management
Ohio
$11.6M +$643K +59,886 +5%
AIM
100
AMI Investment Management
Indiana
$11.5M -$176K -16,398 -1%