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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
$30.3M
CWM
77
Congress Wealth Management
Massachusetts
$30.2M -$10.7M -606,651 -26%
MWP
78
Meridian Wealth Partners
Pennsylvania
$30.1M +$5.2M +293,736 +21%
TCM
79
Tradewinds Capital Management
Washington
$29.9M +$2.33M +131,787 +9%
BCI
80
Brinker Capital Investments
Pennsylvania
$28.6M -$1.48M -83,877 -5%
Stifel Financial
81
Stifel Financial
Missouri
$28.3M -$4.31M -243,630 -13%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$28.2M -$420K -23,721 -1%
AFS
83
Access Financial Services
Minnesota
$27.9M +$2.17M +122,418 +9%
FC
84
Financial Consulate
Maryland
$27.5M +$2.42M +136,824 +10%
RWP
85
Revolve Wealth Partners
New Jersey
$27.4M +$27.6K +1,557 +0.1%
SFMG
86
Sage Financial Management Group
Virginia
$26.4M +$678K +38,310 +3%
NC
87
NewSquare Capital
Pennsylvania
$26.4M +$1.86M +105,261 +8%
VAS
88
Valicenti Advisory Services
New York
$26.3M +$1.44M +81,549 +6%
FFN
89
Focus Financial Network
Minnesota
$26.2M +$25.9M +1,461,987 New
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$26M +$148K +8,343 +0.6%
MF
91
Manchester Financial
California
$25.9M +$3.09M +174,795 +14%
SWA
92
Sutton Wealth Advisors
Florida
$25.6M +$54.3K +3,069 +0.2%
BA
93
Ballast Advisors
Minnesota
$25.2M +$855K +48,309 +4%
CG
94
Colony Group
Massachusetts
$25.1M -$745K -42,096 -3%
RCIM
95
Red Cedar Investment Management
Michigan
$25.1M -$87.9K -4,968 -0.4%
BA
96
Bristlecone Advisors
Washington
$25M -$510K -28,815 -2%
CCA
97
Clearwater Capital Advisors
Illinois
$24.3M +$564K +31,848 +2%
SJIM
98
St. Johns Investment Management
Florida
$23.9M -$1.16M -65,382 -5%
KCPG
99
Kavar Capital Partners Group
Kansas
$23.6M -$103K -5,844 -0.4%
KWM
100
Kolinsky Wealth Management
New Jersey
$23.5M +$228K +12,879 +1%