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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$18.7M -$569K -28,905 -3%
HCM
152
Hengehold Capital Management
Ohio
$18.6M -$638K -32,403 -3%
Truist Financial
153
Truist Financial
North Carolina
$18.5M -$16.2M -822,000 -48%
BIA
154
Bell Investment Advisors
California
$18.4M +$656K +33,348 +4%
KHC
155
Koesten Hirschmann & Crabtree
Kansas
$18.3M -$761K -38,664 -4%
CCA
156
Clearwater Capital Advisors
Illinois
$18.1M -$539K -27,387 -3%
EFG
157
Ethos Financial Group
Pennsylvania
$18M +$654K +33,246 +4%
LBC
158
Lowe Brockenbrough & Co
Virginia
$18M -$291K -14,790 -2%
WA
159
WBH Advisory
Maryland
$18M +$24.7K +1,254 +0.1%
BBPWM
160
Blue Bell Private Wealth Management
Pennsylvania
$17.7M -$970K -49,266 -5%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$17.5M +$15.3M +778,779 +1,148%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$16.8M -$7.1M -360,864 -31%
CCA
163
Cobblestone Capital Advisors
New York
$16.5M +$3.25M +165,258 +26%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$16.4M +$2.1M +106,707 +16%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$16.4M -$13.9M -705,501 -47%
AWM
166
Abound Wealth Management
Tennessee
$16.2M -$178K -9,036 -1%
BDF
167
Black Diamond Financial
Maryland
$16.1M
ACM
168
Alpha Capital Management
Texas
$16.1M -$205K -10,425 -1%
CCM
169
Coldstream Capital Management
Washington
$16M -$560K -28,434 -4%
PWM
170
Prosperity Wealth Management
California
$15.9M +$1.13M +57,333 +8%
BSW
171
Buckingham Strategic Wealth
Missouri
$15.9M +$200K +10,173 +1%
BWM
172
BCS Wealth Management
Tennessee
$15.8M -$198K -10,056 -1%
LIM
173
Leavell Investment Management
Alabama
$15M -$169K -8,568 -1%
Betterment LLC
174
Betterment LLC
New York
$14.7M +$4.66M +236,649 +50%
EL
175
Essex LLC
Illinois
$14.6M +$793K +40,269 +6%