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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
101
D.B. Root & Company
Pennsylvania
$15.6M -$14K -1,140 -0.1%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$15.5M +$2.72M +221,862 +22%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$15.5M -$417K -34,038 -3%
SEEDPG
104
S.E.E.D. Planning Group
New York
$15.4M +$14.7M +1,202,226 New
MA
105
MCF Advisors
Kentucky
$15M -$1.46M -119,250 -9%
NRI
106
NFP Retirement Inc
California
$14.7M +$14.1M +1,149,030 New
CONA
107
Capital One National Association
New York
$14.6M +$14M +1,139,328 New
CCM
108
CWH Capital Management
Washington
$14.2M +$356K +29,064 +3%
SFPM
109
Sensible Financial Planning & Management
Massachusetts
$14.1M -$207K -16,920 -2%
CWM
110
CCG Wealth Management
California
$14.1M -$1.27M -103,698 -9%
SJIM
111
St. Johns Investment Management
Florida
$13.9M +$237K +19,308 +2%
ACG
112
Allen Capital Group
Nebraska
$13.9M -$1.25M -102,006 -9%
RA
113
Riversedge Advisors
Delaware
$13.9M +$1.32M +107,706 +11%
VWA
114
Visionary Wealth Advisors
Illinois
$13M +$12.5M +1,017,576 New
KCPG
115
Kavar Capital Partners Group
Kansas
$13M +$1.03M +84,246 +9%
FTIOP
116
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.8M +$16.8M +1,368,684 +5,703%
LWA
117
Lenox Wealth Advisors
New York
$12.7M +$141K +11,544 +1%
CCM
118
Coldstream Capital Management
Washington
$12.7M -$3.95M -321,936 -25%
ADL
119
Asset Dedication LLC
California
$12.5M -$86.2K -7,032 -0.7%
Bank of America
120
Bank of America
North Carolina
$12.4M +$697K +56,874 +6%
DWM
121
Destination Wealth Management
California
$12.2M +$4.26M +347,694 +58%
DAS
122
Dynamic Advisor Solutions
Arizona
$12M +$535K +43,686 +5%
BDF
123
Black Diamond Financial
Maryland
$11.8M +$544K +44,376 +5%
CM
124
Columbus Macro
Pennsylvania
$11.8M -$1.99M -162,204 -15%
LF
125
Lee Financial
Texas
$11.8M +$1.25M +101,742 +12%