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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
101
Kavar Capital Partners Group
Kansas
$20.1M +$661K +40,773 +3%
AIM
102
Athena Investment Management
California
$20.1M +$1.96M +120,741 +10%
CG
103
Colony Group
Massachusetts
$20.1M -$848K -52,341 -4%
SJIM
104
St. Johns Investment Management
Florida
$19.9M +$150K +9,243 +0.7%
KAS
105
Kestra Advisory Services
Texas
$19.8M +$19.9M +1,229,694 +1,216%
KWM
106
Kolinsky Wealth Management
New Jersey
$19.7M +$169K +10,428 +0.8%
CCA
107
Clearwater Capital Advisors
Illinois
$19M -$1.2M -73,833 -5%
VC
108
Veery Capital
Delaware
$18.8M +$223K +13,767 +1%
FI
109
FIDELIS iM
Oregon
$17.7M +$4.49M +276,801 +30%
5L
110
55I LLC
Massachusetts
$17.4M +$11.9M +733,380 +169%
D
111
Diversified
Delaware
$17.3M +$3.48M +214,671 +23%
GG
112
Greenwood Gearhart
Arkansas
$17.3M +$7.81M +481,779 +71%
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$16.9M -$1.9M -117,117 -9%
PWA
114
Pillar Wealth Advisors
Pennsylvania
$16.8M +$8.07K +498 +0%
MCM
115
MAI Capital Management
Ohio
$16.7M +$143K +8,844 +0.8%
SFG
116
SNS Financial Group
Minnesota
$16.7M +$1.81M +111,432 +11%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$16.7M +$63.4K +3,915 +0.4%
DAS
118
Dynamic Advisor Solutions
Arizona
$16.6M +$1.33M +81,954 +8%
PAG
119
Powers Advisory Group
Illinois
$16.4M +$312K +19,275 +2%
Wells Fargo
120
Wells Fargo
California
$16.3M +$1.43M +88,422 +9%
NDSI
121
Newman Dignan & Sheerar Inc
Rhode Island
$16M +$1.01M +62,571 +6%
VFIC
122
Valley Forge Investment Consultants
Pennsylvania
$16M +$199K +12,276 +1%
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.9M +$858K +52,938 +5%
MWA
124
Martel Wealth Advisors
Washington
$15.5M -$2.32M -142,980 -12%
DBRC
125
D.B. Root & Company
Pennsylvania
$15.5M -$89.1K -5,499 -0.5%