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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
76
Appleton Partners
Massachusetts
$15.8M -$4.45M -366,312 -19%
BA
77
Bristlecone Advisors
Washington
$15.8M -$3.97M -326,880 -17%
PAG
78
Pinnacle Advisory Group
Maryland
$15.7M +$67.8K +5,580 +0.4%
MWP
79
Meridian Wealth Partners
Pennsylvania
$15.3M -$110K -9,078 -0.6%
FFN
80
Focus Financial Network
Minnesota
$15.3M -$1.63M -134,244 -8%
CWM
81
Cabot Wealth Management
Massachusetts
$15.2M +$1.18M +96,750 +7%
LIM
82
Leavell Investment Management
Alabama
$15M -$149K -12,258 -0.8%
CFIA
83
Cantor Fitzgerald Investment Advisors
New York
$14.8M -$11.8M -969,786 -40%
SJIM
84
St. Johns Investment Management
Florida
$14.6M +$4.22M +347,298 +32%
RA
85
Riversedge Advisors
Delaware
$14.5M +$4.14M +341,232 +31%
SWA
86
Sutton Wealth Advisors
Florida
$14.1M -$311K -25,638 -2%
VAS
87
Valicenti Advisory Services
New York
$14M -$550K -45,258 -3%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.9M +$818K +67,320 +5%
CCA
89
Cobblestone Capital Advisors
New York
$13.2M -$1.47M -120,936 -9%
AFS
90
Access Financial Services
Minnesota
$13.2M -$8.7M -716,148 -36%
FWM
91
Frontier Wealth Management
Missouri
$13M +$8.82M +725,862 +132%
Wells Fargo
92
Wells Fargo
California
$12.9M +$451K +37,164 +3%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$12.6M +$307K +25,290 +2%
DBRC
94
D.B. Root & Company
Pennsylvania
$12.6M +$165K +13,596 +1%
NRI
95
NFP Retirement Inc
California
$12.3M +$725K +59,694 +5%
Morgan Stanley
96
Morgan Stanley
New York
$12.3M -$8.65M -711,876 -37%
FC
97
Financial Consulate
Maryland
$12.2M -$16.7M -1,372,578 -53%
DAS
98
Dynamic Advisor Solutions
Arizona
$11.9M +$2.76M +227,448 +24%
Bank of America
99
Bank of America
North Carolina
$11.5M +$1.98M +163,080 +17%
CCM
100
CWH Capital Management
Washington
$11M -$430K -35,370 -3%