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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
76
North Star Asset Management
Wisconsin
$28.7M +$2.17M +121,944 +8%
PFG
77
Piershale Financial Group
Illinois
$28.6M +$6.7M +375,744 +30%
SFA
78
Sequoia Financial Advisors
Ohio
$28.3M -$45.6M -2,557,914 -61%
NFG
79
Northeast Financial Group
Pennsylvania
$27.6M +$629K +35,244 +2%
BFG
80
Berger Financial Group
Minnesota
$27.3M +$1.98M +110,982 +8%
CG
81
Colony Group
Massachusetts
$26.8M -$1.17M -65,844 -4%
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$26M -$390K -21,846 -1%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$25.9M -$827K -46,350 -3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$25.7M +$2.38M +133,296 +10%
BA
85
Bristlecone Advisors
Washington
$24.9M +$75.4K +4,230 +0.3%
SJIM
86
St. Johns Investment Management
Florida
$24.8M -$250K -14,034 -1%
SWA
87
Sutton Wealth Advisors
Florida
$24.8M -$164K -9,204 -0.6%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$24.5M -$372K -20,886 -1%
MWP
89
Meridian Wealth Partners
Pennsylvania
$24.1M -$189K -10,608 -0.8%
RCIM
90
Red Cedar Investment Management
Michigan
$23.6M +$7.71M +432,546 +46%
VAS
91
Valicenti Advisory Services
New York
$23.6M -$263K -14,736 -1%
BA
92
Ballast Advisors
Minnesota
$23.1M +$216K +12,090 +0.9%
FC
93
Financial Consulate
Maryland
$22.9M +$1.05M +58,968 +5%
AFS
94
Access Financial Services
Minnesota
$22.5M +$2.38M +133,236 +11%
CCA
95
Clearwater Capital Advisors
Illinois
$22.3M -$1.71M -95,994 -7%
NC
96
NewSquare Capital
Pennsylvania
$22.3M +$1.09M +61,290 +5%
MF
97
Manchester Financial
California
$22.2M -$1.34M -75,282 -6%
KCPG
98
Kavar Capital Partners Group
Kansas
$21.9M +$877K +49,176 +4%
QAM
99
QCI Asset Management
New York
$21.8M +$820K +45,960 +4%
MWA
100
Martel Wealth Advisors
Washington
$21.6M -$869K -48,726 -4%