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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Adams Wealth Management
Utah
$56.9M -$1.31M -48,958 -2%
Goldman Sachs
77
Goldman Sachs
New York
$55.8M +$27.1M +1,016,474 +96%
Raymond James Financial
78
Raymond James Financial
Florida
$55.1M +$2.68M +100,417 +5%
MWM
79
Modern Wealth Management
Kansas
$53.8M +$4.95M +185,172 +10%
RDWM
80
Red Door Wealth Management
Tennessee
$53.4M +$1.85M +69,317 +4%
NFG
81
Northeast Financial Group
Pennsylvania
$53.4M +$1.53M +57,317 +3%
PFA
82
Pure Financial Advisors
California
$53.2M +$410K +15,360 +0.8%
VNA
83
Valley National Advisers
Pennsylvania
$53M +$2.27M +85,174 +5%
UCFA
84
United Capital Financial Advisors
Texas
$51.2M -$901K -33,734 -2%
BFG
85
Bleakley Financial Group
New Jersey
$50.9M +$2.53M +94,847 +5%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$49.8M -$60.6M -2,269,538 -55%
AP
87
Appleton Partners
Massachusetts
$49.7M -$454K -17,013 -0.9%
IAS
88
IMA Advisory Services
Colorado
$48.1M -$472K -17,671 -1%
HI
89
Harbour Investments
Wisconsin
$47.8M -$8.64M -323,507 -15%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$47.5M -$6.71M -251,128 -12%
CPIG
91
Chicago Partners Investment Group
Illinois
$47.2M +$2.79M +104,479 +6%
VWA
92
Visionary Wealth Advisors
Illinois
$47.1M +$1.47M +54,896 +3%
RCM
93
Richardson Capital Management
Wisconsin
$47M -$3.67M -137,374 -7%
CMP
94
Courage Miller Partners
Virginia
$47M -$1.61M -60,176 -3%
WIA
95
World Investment Advisors
California
$45.6M +$1.3M +48,764 +3%
KCPG
96
Kavar Capital Partners Group
Kansas
$44.9M +$941K +35,223 +2%
QCM
97
Quantinno Capital Management
New York
$43.3M +$5.56M +208,345 +15%
SWM
98
SigFig Wealth Management
California
$41.7M +$6.06M +226,952 +17%
NDSI
99
Newman Dignan & Sheerar Inc
Rhode Island
$41.4M -$149K -5,582 -0.4%
WSFS
100
Wilmington Savings Fund Society
Delaware
$41.4M +$736K +27,569 +2%