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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
151
Ethos Financial Group
Pennsylvania
$20.9M +$284K +13,023 +1%
ADL
152
Asset Dedication LLC
California
$20.8M -$2.59M -118,716 -11%
CFG
153
Carr Financial Group
Massachusetts
$20.7M -$2.87M -131,856 -13%
SFMG
154
Sage Financial Management Group
Virginia
$20.5M +$19.7M +905,364 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$20.1M +$316K +14,499 +2%
CCA
156
Clearwater Capital Advisors
Illinois
$20.1M +$385K +17,649 +2%
LBC
157
Lowe Brockenbrough & Co
Virginia
$20.1M +$437K +20,061 +2%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$20M +$1.35M +61,917 +8%
HCM
159
Hengehold Capital Management
Ohio
$19.8M -$267K -12,249 -1%
AA
160
Ancora Advisors
Ohio
$19.8M -$311K -14,268 -2%
WA
161
WBH Advisory
Maryland
$19.6M +$91.6K +4,203 +0.5%
EL
162
Essex LLC
Illinois
$19.6M +$2.35M +107,961 +14%
Osaic Holdings
163
Osaic Holdings
Arizona
$19.4M -$2.77M -127,029 -13%
KHC
164
Koesten Hirschmann & Crabtree
Kansas
$19.2M -$738K -33,867 -4%
BBPWM
165
Blue Bell Private Wealth Management
Pennsylvania
$19M -$75.2K -3,450 -0.4%
Truist Financial
166
Truist Financial
North Carolina
$18.9M -$851K -39,039 -4%
MCM
167
MAI Capital Management
Ohio
$18.9M -$557K -25,581 -3%
BDF
168
Black Diamond Financial
Maryland
$18.7M -$137K -6,303 -0.8%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$18.4M +$3.26M +149,415 +22%
SSWM
170
Sheets Smith Wealth Management
North Carolina
$18.3M -$9.61K -441 -0.1%
CCM
171
Coldstream Capital Management
Washington
$18.1M +$2.21M +101,541 +13%
ACA
172
Aptus Capital Advisors
Alabama
$18.1M +$1.27M +58,233 +2%
NCM
173
Northwest Capital Management
Oregon
$18M +$305K +13,998 +2%
ACM
174
Alpha Capital Management
Texas
$18M -$88.6K -4,068 -0.5%
TFA
175
Transamerica Financial Advisors
Florida
$17.8M +$2.35M +107,802 +16%