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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
101
SNS Financial Group
Minnesota
$22.6M +$2.05M +130,044 +10%
SWA
102
Sutton Wealth Advisors
Florida
$22.6M -$572K -36,360 -3%
FI
103
FIDELIS iM
Oregon
$22.5M +$1.89M +119,970 +9%
VAS
104
Valicenti Advisory Services
New York
$22.2M -$1.73M -109,704 -7%
KWM
105
Kolinsky Wealth Management
New Jersey
$22M -$38K -2,412 -0.2%
MIA
106
Milestone Investment Advisors
Wisconsin
$22M +$159K +10,131 +0.7%
BA
107
Bristlecone Advisors
Washington
$21.5M -$99.7K -6,333 -0.5%
SFMG
108
Sage Financial Management Group
Virginia
$21.4M -$6.05M -384,504 -22%
DWM
109
Destination Wealth Management
California
$21.2M -$16.5M -1,047,000 -44%
CCA
110
Clearwater Capital Advisors
Illinois
$21.1M -$676K -42,942 -3%
KCPG
111
Kavar Capital Partners Group
Kansas
$20.7M -$1.65M -104,874 -8%
YAL
112
Your Advocates Ltd
Texas
$20.2M +$15.6M +991,134 +378%
D
113
Diversified
Delaware
$20.1M -$4.24M -269,439 -18%
BWA
114
Burt Wealth Advisors
Maryland
$20.1M +$845K +53,670 +5%
SDWMA
115
Schneider Downs Wealth Management Advisors
Pennsylvania
$19.8M +$491K +31,206 +3%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$19.2M +$48.7K +3,096 +0.3%
CAAM
117
Cornerstone Advisors Asset Management
Pennsylvania
$19.2M +$1.09M +69,156 +6%
ADL
118
Asset Dedication LLC
California
$19.1M +$806K +51,204 +5%
AA
119
Ancora Advisors
Ohio
$19.1M -$1.47M -93,456 -7%
VFIC
120
Valley Forge Investment Consultants
Pennsylvania
$19.1M +$138K +8,763 +0.7%
BAAM
121
Baker Avenue Asset Management
California
$19M +$1.57M +99,792 +9%
PAG
122
Powers Advisory Group
Illinois
$19M +$402K +25,575 +2%
MSFS
123
Main Street Financial Solutions
Pennsylvania
$18.8M +$656K +41,676 +4%
CG
124
Colony Group
Massachusetts
$18.8M -$641K -40,737 -3%
NFG
125
Northeast Financial Group
Pennsylvania
$18.7M +$1.31M +83,274 +8%