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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
76
Valley National Advisers
Pennsylvania
$22.2M +$760K +62,022 +4%
BMM
77
Buffington Mohr McNeal
Idaho
$21.9M +$336K +27,414 +2%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$21.4M -$2.96M -241,638 -13%
ACWM
79
Adams Chetwood Wealth Management
North Carolina
$21.2M +$20.3M +1,653,282 New
MWA
80
Martel Wealth Advisors
Washington
$21.2M -$1.56M -126,888 -7%
DCM
81
DeGreen Capital Management
Arizona
$20.9M -$188K -15,354 -0.9%
FFN
82
Focus Financial Network
Minnesota
$20.9M +$1.88M +153,432 +10%
JIP
83
Jaffetilchin Investment Partners
Florida
$20.5M +$26.3K +2,148 +0.1%
RRC
84
Relaxing Retirement Coach
Massachusetts
$20.2M -$606K -49,452 -3%
MI
85
Moneywise Inc
Virginia
$19.9M -$279K -22,752 -1%
PAG
86
Pinnacle Advisory Group
Maryland
$19.6M +$615K +50,160 +3%
MWP
87
Meridian Wealth Partners
Pennsylvania
$19.3M +$18.5M +1,505,994 New
5L
88
55I LLC
Massachusetts
$19.3M +$12.4M +1,014,138 +207%
LIM
89
Leavell Investment Management
Alabama
$18.9M -$266K -21,708 -1%
BO
90
BRR OpCo
Ohio
$18.4M +$286K +23,304 +2%
K
91
Kemper
Illinois
$18.3M
VAS
92
Valicenti Advisory Services
New York
$18.1M -$678K -55,314 -4%
CCA
93
Cobblestone Capital Advisors
New York
$18.1M -$332K -27,060 -2%
SWA
94
Sutton Wealth Advisors
Florida
$18M +$1.11M +90,966 +7%
CWM
95
Cabot Wealth Management
Massachusetts
$17.9M -$46.1K -3,762 -0.3%
AIM
96
AMI Investment Management
Indiana
$17.2M +$488K +39,804 +3%
AA
97
Advisory Alpha
Michigan
$16.6M +$2.54M +207,258 +19%
MFGP
98
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.6M +$64.1K +5,226 +0.4%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$16.5M -$6.34M -517,614 -29%
Wells Fargo
100
Wells Fargo
California
$15.7M -$2.62M -213,354 -15%