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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
76
Parsec Financial Management
North Carolina
$19.6M +$3.39M +287,688 +21%
DCM
77
DeGreen Capital Management
Arizona
$19.5M +$4.2M +356,214 +28%
RRC
78
Relaxing Retirement Coach
Massachusetts
$19.2M -$523K -44,358 -3%
IWMA
79
Ironwood Wealth Management (Arizona)
Arizona
$18.9M +$1.29M +109,872 +7%
JIP
80
Jaffetilchin Investment Partners
Florida
$18.9M +$272K +23,082 +1%
CCA
81
Clearwater Capital Advisors
Illinois
$18.8M +$6.58M +558,156 +54%
LIM
82
Leavell Investment Management
Alabama
$17.7M -$81.4K -6,906 -0.5%
PAG
83
Pinnacle Advisory Group
Maryland
$17.5M -$106K -8,988 -0.6%
FFN
84
Focus Financial Network
Minnesota
$17.4M -$281K -23,868 -2%
VAS
85
Valicenti Advisory Services
New York
$17.4M +$971K +82,416 +6%
CCA
86
Cobblestone Capital Advisors
New York
$17M -$733K -62,202 -4%
Wells Fargo
87
Wells Fargo
California
$17M -$3.52M -298,794 -17%
K
88
Kemper
Illinois
$16.9M
BO
89
BRR OpCo
Ohio
$16.7M -$167K -14,196 -1%
CWM
90
Cabot Wealth Management
Massachusetts
$16.5M -$393K -33,384 -2%
PCIA
91
Prime Capital Investment Advisors
Kansas
$16M +$15.2M +1,290,180 +1,914%
SWA
92
Sutton Wealth Advisors
Florida
$15.6M +$658K +55,866 +4%
CCM
93
Coldstream Capital Management
Washington
$15.5M +$555K +47,058 +4%
AIM
94
AMI Investment Management
Indiana
$15.4M +$1.87M +158,820 +14%
MFGP
95
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.2M +$211K +17,880 +1%
MA
96
MCF Advisors
Kentucky
$15.2M -$44.2K -3,750 -0.3%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$14.7M +$1.54M +130,782 +12%
DBRC
98
D.B. Root & Company
Pennsylvania
$14.4M +$125K +10,596 +0.9%
CWM
99
CCG Wealth Management
California
$14.2M -$1.08M -91,476 -7%
ACG
100
Allen Capital Group
Nebraska
$13.8M -$14.2M -1,206,258 -50%