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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
101
Schneider Downs Wealth Management Advisors
Pennsylvania
$30.6M +$2.39M +115,551 +9%
RCM
102
Richardson Capital Management
Wisconsin
$30.3M +$1.81M +87,753 +7%
FI
103
FIDELIS iM
Oregon
$30.3M -$7.19K -348 -0%
BWA
104
Burt Wealth Advisors
Maryland
$30M -$154K -7,458 -0.5%
MFC
105
Morris Financial Concepts
South Carolina
$29.9M +$2.24M +108,435 +8%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$29.7M -$468K -22,668 -2%
CWG
107
Cornerstone Wealth Group
North Carolina
$29.6M +$104K +5,019 +0.4%
CWM
108
Congress Wealth Management
Massachusetts
$29.5M -$998K -48,312 -3%
BA
109
Ballast Advisors
Minnesota
$29.4M -$426K -20,637 -1%
AIM
110
Athena Investment Management
California
$29.2M -$736K -35,625 -3%
GG
111
Gleason Group
Kentucky
$29.2M -$11.9K -576 -0%
MFGP
112
Marshall Financial Group (Pennsylvania)
Pennsylvania
$29M +$175K +8,478 +0.6%
SFG
113
SNS Financial Group
Minnesota
$28.7M -$1.18M -56,889 -4%
VAS
114
Valicenti Advisory Services
New York
$28.3M -$175K -8,472 -0.6%
KWM
115
Kolinsky Wealth Management
New Jersey
$28.2M +$155K +7,494 +0.6%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$28.1M -$70.9K -3,429 -0.3%
CPIG
117
Chicago Partners Investment Group
Illinois
$27.7M +$1.38M +66,840 +5%
KCPG
118
Kavar Capital Partners Group
Kansas
$27.4M +$742K +35,925 +3%
BA
119
Bristlecone Advisors
Washington
$27.4M -$86.7K -4,197 -0.3%
GA
120
Gordian Advisors
Arizona
$27.3M -$1.2M -58,116 -4%
MF
121
Manchester Financial
California
$27.1M -$327K -15,816 -1%
FCM
122
Fortis Capital Management
Washington
$26.7M +$898K +43,446 +4%
RDWM
123
Red Door Wealth Management
Tennessee
$26.3M +$173K +8,370 +0.7%
MIA
124
Milestone Investment Advisors
Wisconsin
$26.2M -$1.74M -84,147 -6%
BCI
125
Brinker Capital Investments
Pennsylvania
$26.2M -$251K -12,144 -1%