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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
$32.3M -$66.5K -3,054 -0.2%
BWA
102
Burt Wealth Advisors
Maryland
$31.9M +$269K +12,357 +0.9%
PPH
103
Pure Portfolios Holdings
Oregon
$31.7M +$30.6M +1,403,415 New
DWM
104
Destination Wealth Management
California
$31.6M -$887K -40,713 -3%
MI
105
Moneywise Inc
Virginia
$31.5M -$2.9M -132,993 -9%
CWG
106
Cornerstone Wealth Group
North Carolina
$31.2M -$19.7K -906 -0.1%
GG
107
Gleason Group
Kentucky
$31.2M +$348K +15,978 +1%
MFC
108
Morris Financial Concepts
South Carolina
$31M -$564K -25,887 -2%
AIM
109
Athena Investment Management
California
$30.7M -$152K -6,999 -0.5%
CWM
110
Congress Wealth Management
Massachusetts
$30.7M -$476K -21,849 -2%
VAS
111
Valicenti Advisory Services
New York
$30.4M +$572K +26,244 +2%
CPIG
112
Chicago Partners Investment Group
Illinois
$30.4M +$58.8M +2,698,044 +209%
KWM
113
Kolinsky Wealth Management
New Jersey
$30.3M +$765K +35,127 +3%
BA
114
Ballast Advisors
Minnesota
$30M -$924K -42,396 -3%
KCPG
115
Kavar Capital Partners Group
Kansas
$29.6M +$644K +29,574 +2%
MFGP
116
Marshall Financial Group (Pennsylvania)
Pennsylvania
$29.4M -$1.2M -54,984 -4%
FCM
117
Fortis Capital Management
Washington
$29.4M +$1.1M +50,373 +4%
BA
118
Bristlecone Advisors
Washington
$28.7M -$220K -10,101 -0.8%
SAM
119
Sawgrass Asset Management
Florida
$28.7M +$1.07M +48,975 +4%
MF
120
Manchester Financial
California
$28.1M -$456K -20,925 -2%
RDWM
121
Red Door Wealth Management
Tennessee
$27.8M +$59.2K +2,718 +0.2%
GA
122
Gordian Advisors
Arizona
$27.8M -$1.04M -47,838 -4%
DAS
123
Dynamic Advisor Solutions
Arizona
$27.7M +$112K +5,139 +0.4%
PAG
124
Powers Advisory Group
Illinois
$27.3M +$56.1K +2,574 +0.2%
CKAIS
125
Christensen King & Associates Investment Services
Washington
$27.3M -$149K -6,861 -0.6%