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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DB
101
Dravo Bay
Delaware
$23.4M -$163K -9,234 -0.7%
HWM
102
HB Wealth Management
Georgia
$23.1M +$984K +55,596 +5%
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$22.5M -$3.15M -177,690 -12%
VC
104
Veery Capital
Delaware
$22.4M +$217K +12,237 +1%
AIM
105
Athena Investment Management
California
$22.1M +$21.8M +1,231,149 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$21.8M -$8.61M -486,348 -29%
ACWM
107
Adams Chetwood Wealth Management
North Carolina
$21.4M +$8.87K +501 +0%
MWA
108
Martel Wealth Advisors
Washington
$21.3M -$482K -27,249 -2%
PWA
109
Pillar Wealth Advisors
Pennsylvania
$20.3M -$372K -21,027 -2%
AI
110
Atria Investments
North Carolina
$20.1M +$481K +27,183 +2%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$20M +$595K +33,621 +3%
ADL
112
Asset Dedication LLC
California
$20M -$891K -50,343 -4%
MCM
113
MAI Capital Management
Ohio
$20M -$622K -35,151 -3%
CFIA
114
Cantor Fitzgerald Investment Advisors
New York
$19.9M +$3.06M +172,962 +19%
PAG
115
Powers Advisory Group
Illinois
$19.4M +$981K +55,422 +5%
VFIC
116
Valley Forge Investment Consultants
Pennsylvania
$19M +$2.67M +150,750 +17%
DBRC
117
D.B. Root & Company
Pennsylvania
$18.8M +$37K +2,091 +0.2%
DAS
118
Dynamic Advisor Solutions
Arizona
$18.6M +$552K +31,164 +3%
MFC
119
Morris Financial Concepts
South Carolina
$18.3M +$209K +11,805 +1%
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$18.2M +$1.18M +66,819 +7%
NDSI
121
Newman Dignan & Sheerar Inc
Rhode Island
$18.2M -$208K -11,754 -1%
SFG
122
SNS Financial Group
Minnesota
$18.1M +$3.07M +173,589 +21%
RDWM
123
Red Door Wealth Management
Tennessee
$18M +$407K +23,001 +2%
Wells Fargo
124
Wells Fargo
California
$18M +$46K +2,601 +0.3%
PRS
125
Pinkerton Retirement Specialists
Idaho
$17.3M -$26.1M -1,473,360 -60%