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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
76
Financial Management Professionals
Texas
$57.3M +$929K +34,647 +2%
AWMG
77
Alliance Wealth Management Group
New Jersey
$55.8M -$962K -35,873 -2%
TCM
78
Towercrest Capital Management
Pennsylvania
$55.8M -$962K -35,873 -2%
NFG
79
Northeast Financial Group
Pennsylvania
$54.9M +$4.23M +157,752 +8%
AWM
80
Adams Wealth Management
Utah
$54.1M -$184K -6,860 -0.3%
MWM
81
Modern Wealth Management
Kansas
$54M +$2.37M +88,534 +4%
MSWM
82
McGlone Suttner Wealth Management
Wisconsin
$53.8M -$599K -22,329 -1%
Wells Fargo
83
Wells Fargo
California
$53.8M -$3.92M -146,084 -7%
VNA
84
Valley National Advisers
Pennsylvania
$52.4M +$2M +74,420 +4%
CPIG
85
Chicago Partners Investment Group
Illinois
$51.5M +$2.68M +99,761 +6%
PFA
86
Pure Financial Advisors
California
$51M +$364K +13,586 +0.7%
RDWM
87
Red Door Wealth Management
Tennessee
$49.5M -$1.44M -53,777 -3%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$49.3M +$4.27M +159,192 +9%
BFG
89
Bleakley Financial Group
New Jersey
$49M +$539K +20,100 +1%
UBS AM
90
UBS AM
Illinois
$48.7M +$35.9M +1,338,594 +238%
UCFA
91
United Capital Financial Advisors
Texas
$47.8M -$1.13M -42,050 -2%
RWM
92
RKL Wealth Management
Pennsylvania
$47.7M -$7.67M -285,943 -13%
IAS
93
IMA Advisory Services
Colorado
$47.5M +$1.71M +63,740 +4%
AP
94
Appleton Partners
Massachusetts
$47.4M +$13.3K +494 +0%
SWM
95
SigFig Wealth Management
California
$47M +$7.69M +286,712 +19%
VWA
96
Visionary Wealth Advisors
Illinois
$46.7M +$1.9M +70,883 +4%
RCM
97
Richardson Capital Management
Wisconsin
$46M +$1.29M +48,112 +3%
HI
98
Harbour Investments
Wisconsin
$45.7M +$158K +5,892 +0.3%
CMP
99
Courage Miller Partners
Virginia
$44.5M -$264K -9,855 -0.6%
Raymond James Financial
100
Raymond James Financial
Florida
$44.3M -$8.66M -322,681 -16%