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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
226
HCR Wealth Advisors
California
$3.41M -$12.5K -720 -0.4%
CF
227
Centaurus Financial
California
$3.37M +$185K +10,664 +6%
FWM
228
Filbrandt Wealth Management
Wisconsin
$3.33M +$4.29K +248 +0.1%
MA
229
MBA Advisors
Pennsylvania
$3.33M -$119K -6,864 -4%
IFG
230
Independent Financial Group
California
$3.31M +$799K +46,184 +34%
JWCA
231
J.W. Cole Advisors
Florida
$3.27M -$16.3K -944 -0.5%
LAS
232
Lloyd Advisory Services
Georgia
$3.25M +$3.09M +178,368 New
FVWA
233
Foster Victor Wealth Advisors
South Carolina
$3.24M -$22.4K -1,296 -0.7%
BP
234
Broadleaf Partners
Ohio
$3.21M -$64.1K -3,704 -2%
BFM
235
Broadview Financial Management
Wisconsin
$3.06M -$50.4K -2,912 -2%
5L
236
55I LLC
Massachusetts
$3.05M +$1.4M +80,872 +94%
BMCM
237
Burns Matteson Capital Management
New York
$3.03M -$80K -4,624 -3%
ADL
238
Asset Dedication LLC
California
$3.02M +$31.1K +1,800 +1%
CWM
239
Chesapeake Wealth Management
Virginia
$3.01M +$108K +6,240 +4%
PSIWM
240
Paradigm Strategies in Wealth Management
Minnesota
$2.99M +$15.5K +896 +0.6%
H
241
HoyleCohen
California
$2.95M +$108K +6,248 +4%
EH
242
Equitable Holdings
New York
$2.94M +$85.7K +4,952 +3%
AL
243
ACAS LLC
California
$2.74M -$26K -1,504 -1%
BIA
244
Bigelow Investment Advisors
Maine
$2.73M
CFO
245
Collective Family Office
Pennsylvania
$2.71M -$1.64M -94,688 -39%
TYCC
246
Texas Yale Capital Corp
Florida
$2.61M +$2.63K +152 +0.1%
BWL
247
Bogart Wealth LLC
Virginia
$2.6M +$236K +13,648 +11%
LBC
248
Lowe Brockenbrough & Co
Virginia
$2.59M -$210K -12,120 -8%
MMHP
249
Murphy Middleton Hinkle & Parker
Georgia
$2.57M +$389K +22,456 +19%
VFIC
250
Valley Forge Investment Consultants
Pennsylvania
$2.51M +$1.52M +87,624 +175%