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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
101
Veery Capital
Delaware
$23.4M +$545K +29,508 +2%
HWM
102
HB Wealth Management
Georgia
$23.4M +$22.8M +1,233,072 New
MWA
103
Martel Wealth Advisors
Washington
$23M -$681K -36,882 -3%
DB
104
Dravo Bay
Delaware
$22.6M +$24.2M +1,310,730 New
ACWM
105
Adams Chetwood Wealth Management
North Carolina
$22.6M -$689K -37,296 -3%
ADL
106
Asset Dedication LLC
California
$22.1M +$128K +6,918 +0.6%
PWA
107
Pillar Wealth Advisors
Pennsylvania
$21.8M +$21.3M +1,150,800 New
MCM
108
MAI Capital Management
Ohio
$21.8M -$141K -7,644 -0.7%
DWM
109
Destination Wealth Management
California
$21.3M +$6.98M +377,784 +51%
AI
110
Atria Investments
North Carolina
$20.7M +$8.01M +433,638 +66%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$20.5M +$1.95M +105,762 +11%
DBRC
112
D.B. Root & Company
Pennsylvania
$19.8M +$225K +12,180 +1%
PAG
113
Powers Advisory Group
Illinois
$19.4M +$18.9M +1,025,280 New
NDSI
114
Newman Dignan & Sheerar Inc
Rhode Island
$19.4M -$181K -9,780 -0.9%
MFC
115
Morris Financial Concepts
South Carolina
$19.1M +$18.6M +1,009,290 New
LWA
116
Lenox Wealth Advisors
New York
$19.1M -$82.1K -4,446 -0.4%
DAS
117
Dynamic Advisor Solutions
Arizona
$19M -$262K -14,208 -1%
Wells Fargo
118
Wells Fargo
California
$19M -$3.73M -201,972 -17%
RDWM
119
Red Door Wealth Management
Tennessee
$18.6M +$627K +33,924 +4%
AG
120
Appleton Group
Wisconsin
$18.4M -$3.4M -184,074 -16%
BDF
121
Black Diamond Financial
Maryland
$18.4M +$3.62M +195,954 +25%
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$18M +$512K +27,720 +3%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$17.7M -$1.24M -66,876 -7%
CFIA
124
Cantor Fitzgerald Investment Advisors
New York
$17.7M +$1.33M +72,030 +8%
DW
125
Domani Wealth
Pennsylvania
$17.7M -$56.3K -3,048 -0.3%