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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Destination Wealth Management
California
$20M -$683K -38,910 -3%
RDWM
127
Red Door Wealth Management
Tennessee
$19.7M +$719K +40,959 +4%
MFC
128
Morris Financial Concepts
South Carolina
$19.5M -$1.95K -111 -0%
SJIM
129
St. Johns Investment Management
Florida
$19.3M -$239K -13,605 -1%
BHB
130
Bank Hapoalim BM
Israel
$19.2M
SAM
131
Sawgrass Asset Management
Florida
$19.2M +$15.3M +872,805 +328%
AA
132
Ancora Advisors
Ohio
$19.1M -$240K -13,692 -1%
KCPG
133
Kavar Capital Partners Group
Kansas
$18.7M -$344K -19,593 -2%
CG
134
Colony Group
Massachusetts
$18.5M -$541K -30,828 -3%
DAS
135
Dynamic Advisor Solutions
Arizona
$18.4M +$1.75M +99,648 +10%
ADL
136
Asset Dedication LLC
California
$18.3M -$930K -52,986 -5%
PWA
137
Pillar Wealth Advisors
Pennsylvania
$17.9M -$633K -36,093 -3%
SLT
138
St Louis Trust
Missouri
$17.7M +$398K +22,665 +2%
CPIG
139
Chicago Partners Investment Group
Illinois
$17.5M +$1.73M +98,850 +10%
MSFS
140
Main Street Financial Solutions
Pennsylvania
$17.4M -$2.95M -168,327 -14%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$17M +$482K +27,468 +3%
Osaic Holdings
142
Osaic Holdings
Arizona
$16.8M -$6.25M -356,217 -26%
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$16.5M -$216K -12,312 -1%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$16.4M +$1.22M +69,261 +8%
PWM
145
Provident Wealth Management
Tennessee
$16.2M +$98.6K +5,622 +0.6%
RCIM
146
Red Cedar Investment Management
Michigan
$16.1M +$3.14M +179,262 +23%
CAG
147
Compass Advisory Group
New York
$15.9M +$785K +44,727 +5%
KHC
148
Koesten Hirschmann & Crabtree
Kansas
$15.8M -$37.9K -2,163 -0.2%
SVWAG
149
Sound View Wealth Advisors Group
Georgia
$15.8M -$422K -24,036 -2%
DBRC
150
D.B. Root & Company
Pennsylvania
$15.8M -$18.3K -1,044 -0.1%