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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
76
Advanced Asset Management Advisors
Ohio
$25.6M
NFG
77
Northeast Financial Group
Pennsylvania
$25.4M +$24M +1,676,238 New
AP
78
Appleton Partners
Massachusetts
$25.1M +$237K +16,584 +1%
Wells Fargo
79
Wells Fargo
California
$24.8M +$311K +21,744 +1%
CWM
80
Curi Wealth Management
North Carolina
$24.7M +$23.3M +1,631,052 New
AIP
81
Almanack Investment Partners
Pennsylvania
$24.4M +$931K +65,058 +4%
ACWM
82
Adams Chetwood Wealth Management
North Carolina
$23.8M -$41.5K -2,898 -0.2%
MWP
83
Meridian Wealth Partners
Pennsylvania
$23.7M +$153K +10,710 +0.7%
SFMG
84
Sage Financial Management Group
Virginia
$23.7M +$22.4M +1,563,000 New
VNA
85
Valley National Advisers
Pennsylvania
$23.3M +$464K +32,436 +2%
FFN
86
Focus Financial Network
Minnesota
$23.2M +$1.74M +121,350 +9%
BA
87
Bristlecone Advisors
Washington
$22.3M -$1.22M -85,086 -5%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.3M +$1.18M +82,224 +6%
SJIM
89
St. Johns Investment Management
Florida
$21.7M -$57.5K -4,020 -0.3%
SWA
90
Sutton Wealth Advisors
Florida
$21.6M -$96.9K -6,774 -0.5%
Stifel Financial
91
Stifel Financial
Missouri
$21.5M +$1.98M +138,564 +11%
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$21.5M -$984K -68,748 -5%
MWA
93
Martel Wealth Advisors
Washington
$20.7M -$4.19M -292,854 -18%
CST
94
Charles Schwab Trust
Nevada
$20.1M +$2.62M +183,180 +16%
CFIA
95
Cantor Fitzgerald Investment Advisors
New York
$19.5M -$1.89M -131,808 -9%
VAS
96
Valicenti Advisory Services
New York
$19.5M +$48.7K +3,402 +0.3%
CCA
97
Clearwater Capital Advisors
Illinois
$19.1M +$1.06M +73,944 +6%
NRI
98
NFP Retirement Inc
California
$19M +$2.31M +161,706 +15%
HB
99
Homrich & Berg
Georgia
$18.5M +$8.92M +623,070 +104%
DWM
100
Destination Wealth Management
California
$18.5M +$10.8M +756,966 +164%