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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$23.5M +$2.1M +89,979 +10%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$23.2M +$4.33M +185,678 +23%
VFIC
153
Valley Forge Investment Consultants
Pennsylvania
$23.1M -$646K -27,697 -3%
BIA
154
Bell Investment Advisors
California
$22.7M -$114K -4,906 -0.5%
SVWAG
155
Sound View Wealth Advisors Group
Georgia
$22.6M -$604K -25,934 -3%
BCI
156
Brinker Capital Investments
Pennsylvania
$22.5M -$3.78M -162,196 -14%
OPS
157
Orion Portfolio Solutions
Nebraska
$22.5M -$3.78M -162,196 -14%
CFG
158
Carr Financial Group
Massachusetts
$22.4M +$1.18M +50,489 +6%
RCIM
159
Red Cedar Investment Management
Michigan
$21.8M
CFIA
160
Cantor Fitzgerald Investment Advisors
New York
$21.6M -$456K -19,556 -2%
SIC
161
Salem Investment Counselors
North Carolina
$21.2M -$500K -21,448 -2%
EL
162
Essex LLC
Illinois
$21.1M +$989K +42,430 +5%
SFMG
163
Sage Financial Management Group
Virginia
$21M -$15.4K -662 -0.1%
Truist Financial
164
Truist Financial
North Carolina
$20.6M +$1.22M +52,524 +6%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$20.5M -$193K -8,297 -0.9%
Osaic Holdings
166
Osaic Holdings
Arizona
$20.3M +$502K +21,558 +3%
WA
167
WBH Advisory
Maryland
$20.3M +$194K +8,321 +1%
AA
168
Ancora Advisors
Ohio
$19.8M -$446K -19,131 -2%
SFG
169
SNS Financial Group
Minnesota
$19.8M -$2.28M -97,994 -10%
HCM
170
Hengehold Capital Management
Ohio
$19.8M -$538K -23,092 -3%
KHC
171
Koesten Hirschmann & Crabtree
Kansas
$19.7M -$1.09K -47 -0%
WCFP
172
White & Co Financial Planning
Washington
$19.7M +$19.8M +848,179 New
CCA
173
Clearwater Capital Advisors
Illinois
$19.6M -$1.01M -43,255 -5%
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$19.4M -$99.6K -4,273 -0.5%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$19.2M -$1.33M -57,002 -6%