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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
226
Madden Advisory Services
Florida
$4.14M -$2.13M -111,880 -33%
SW
227
SkyOak Wealth
Michigan
$4.12M +$58.8K +3,088 +1%
KWM
228
Kingsview Wealth Management
Oregon
$4.11M +$523K +27,456 +14%
CG
229
Colony Group
Massachusetts
$4.05M +$22.6K +1,184 +0.5%
SF
230
Summit Financial
New Jersey
$4.04M +$505K +26,488 +14%
HA
231
HC Advisors
Georgia
$4.02M +$166K +8,728 +4%
PFWA
232
Paces Ferry Wealth Advisors
Georgia
$3.89M -$129K -6,792 -3%
PWM
233
Perigon Wealth Management
California
$3.76M +$184K +9,648 +5%
KFS
234
Kaizen Financial Strategies
California
$3.51M +$3.61M +189,680 New
CF
235
Centaurus Financial
California
$3.5M +$79.9K +4,192 +2%
MS
236
Madden Securities
Texas
$3.48M -$208K -10,944 -5%
US Bancorp
237
US Bancorp
Minnesota
$3.45M -$1.3M -68,136 -27%
HWA
238
HCR Wealth Advisors
California
$3.44M -$14.8K -776 -0.4%
CA
239
Continuum Advisory
Idaho
$3.37M +$3.47M +182,216 New
AFG
240
Albion Financial Group
Utah
$3.37M -$357K -18,752 -9%
MA
241
MBA Advisors
Pennsylvania
$3.37M -$9.45K -496 -0.3%
FWM
242
Filbrandt Wealth Management
Wisconsin
$3.34M -$46.5K -2,440 -1%
TYCC
243
Texas Yale Capital Corp
Florida
$3.3M +$670K +35,184 +25%
IFG
244
Independent Financial Group
California
$3.29M -$75.1K -3,944 -2%
BWL
245
Bogart Wealth LLC
Virginia
$3.23M +$609K +31,992 +22%
MOS
246
MGO One Seven
Ohio
$3.23M +$1.42M +74,736 +87%
EH
247
Equitable Holdings
New York
$3.21M +$235K +12,336 +8%
BP
248
Broadleaf Partners
Ohio
$3.18M -$81.8K -4,296 -2%
BIA
249
Bigelow Investment Advisors
Maine
$3.16M +$407K +21,376 +14%
AAS
250
Avantax Advisory Services
Texas
$3.13M +$636K +33,408 +25%