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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Cobblestone Capital Advisors
New York
$17.5M -$1.76M -153,300 -9%
PAG
77
Pinnacle Advisory Group
Maryland
$17.4M -$479K -41,694 -3%
IWMA
78
Ironwood Wealth Management (Arizona)
Arizona
$17.4M +$6.83M +594,282 +66%
AIP
79
Almanack Investment Partners
Pennsylvania
$17M -$801K -69,738 -5%
CWM
80
Cabot Wealth Management
Massachusetts
$16.8M -$471K -41,028 -3%
BO
81
BRR OpCo
Ohio
$16.7M -$200K -17,418 -1%
K
82
Kemper
Illinois
$16.7M
VAS
83
Valicenti Advisory Services
New York
$16.3M -$197K -17,184 -1%
PFM
84
Parsec Financial Management
North Carolina
$16M -$426K -37,116 -3%
CWM
85
CCG Wealth Management
California
$15.1M -$207K -17,988 -1%
MA
86
MCF Advisors
Kentucky
$15.1M +$899K +78,282 +6%
DCM
87
DeGreen Capital Management
Arizona
$15.1M -$189K -16,440 -1%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.9M +$665K +57,912 +5%
CCM
89
Coldstream Capital Management
Washington
$14.8M +$1.22M +105,936 +9%
SWA
90
Sutton Wealth Advisors
Florida
$14.8M +$385K +33,552 +3%
DBRC
91
D.B. Root & Company
Pennsylvania
$14.2M -$166K -14,412 -1%
TCM
92
Tradewinds Capital Management
Washington
$14.1M +$13.6M +1,186,746 +6,297%
AIM
93
AMI Investment Management
Indiana
$13.4M -$217K -18,906 -2%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$13M -$1.93M -168,132 -13%
SFPM
95
Sensible Financial Planning & Management
Massachusetts
$12.7M -$113K -9,804 -0.9%
CCM
96
CWH Capital Management
Washington
$12.7M -$1.06M -92,580 -8%
CM
97
Columbus Macro
Pennsylvania
$12.5M +$4.35M +378,738 +55%
SJIM
98
St. Johns Investment Management
Florida
$12.4M -$23.1K -2,010 -0.2%
CCA
99
Clearwater Capital Advisors
Illinois
$12.1M +$2.73M +237,720 +30%
UBS AM
100
UBS AM
Illinois
$12M -$5.25M -456,978 -31%