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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
76
McGlone Suttner Wealth Management
Wisconsin
$55M +$474K +18,664 +0.9%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$53.1M +$3.18M +125,373 +7%
PFA
78
Pure Financial Advisors
California
$51.6M -$1.09M -43,093 -2%
Raymond James Financial
79
Raymond James Financial
Florida
$51.3M -$3.77M -148,634 -7%
UCFA
80
United Capital Financial Advisors
Texas
$51M -$1.65M -64,827 -3%
NFG
81
Northeast Financial Group
Pennsylvania
$50.7M +$3.36M +132,327 +7%
RDWM
82
Red Door Wealth Management
Tennessee
$50.5M +$314K +12,355 +0.6%
VNA
83
Valley National Advisers
Pennsylvania
$49.7M +$913K +35,966 +2%
RCM
84
Richardson Capital Management
Wisconsin
$49.7M -$10.1M -397,227 -17%
AP
85
Appleton Partners
Massachusetts
$49.1M -$24.1K -951 -0.1%
MWM
86
Modern Wealth Management
Kansas
$47.8M +$44.7M +1,759,832 +3,179%
IAS
87
IMA Advisory Services
Colorado
$47.6M -$13K -512 -0%
CMP
88
Courage Miller Partners
Virginia
$47.5M -$1.51M -59,557 -3%
BFG
89
Bleakley Financial Group
New Jersey
$47.3M +$4.07M +160,126 +10%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$46.6M -$140K -5,530 -0.3%
VWA
91
Visionary Wealth Advisors
Illinois
$44.7M +$39.2M +1,542,177 +996%
CPIG
92
Chicago Partners Investment Group
Illinois
$44.3M +$3.14M +123,754 +8%
WIA
93
World Investment Advisors
California
$43.4M +$281K +11,074 +0.7%
KCPG
94
Kavar Capital Partners Group
Kansas
$43M +$1.87M +73,794 +5%
EFG
95
Embree Financial Group
Illinois
$42.1M -$3.72M -146,538 -8%
NDSI
96
Newman Dignan & Sheerar Inc
Rhode Island
$40.7M -$513K -20,217 -1%
MWM
97
Modera Wealth Management
New Jersey
$40.2M -$723K -28,467 -2%
WSFS
98
Wilmington Savings Fund Society
Delaware
$39.8M +$211K +8,305 +0.6%
BWA
99
Burt Wealth Advisors
Maryland
$39M +$57.8K +2,275 +0.2%
CL
100
Choreo LLC
Illinois
$38.8M -$3.8M -149,676 -9%