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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$3.44M +$202K +12,880 +6%
LFP
227
Leeward Financial Partners
Washington
$3.44M -$15K -956 -0.4%
CA
228
Cambridge Advisors
Nebraska
$3.4M -$49.6K -3,168 -1%
VBWMG
229
Von Berge Wealth Management Group
California
$3.38M +$151K +9,648 +4%
HCM
230
Hengehold Capital Management
Ohio
$3.37M +$55K +3,512 +1%
ISWM
231
Independent Solutions Wealth Management
New York
$3.36M +$83.8K +5,348 +2%
BCM
232
Barden Capital Management
Texas
$3.24M -$85.7K -5,468 -2%
IAS
233
IMA Advisory Services
Colorado
$3.2M -$8.9K -568 -0.2%
SF
234
Summit Financial
New Jersey
$3.2M +$1.94K +124 +0.1%
SW
235
SVB Wealth
Massachusetts
$3.2M +$3.02M +192,896 +531%
SF
236
Schaeffer Financial
Maryland
$3.17M +$682K +43,516 +24%
KWM
237
Kingsview Wealth Management
Oregon
$3.17M -$109K -6,964 -3%
PIP
238
Peachtree Investment Partners
Florida
$3.16M -$153K -9,784 -4%
HI
239
Harbour Investments
Wisconsin
$3.15M
EA
240
Eudaimonia Advisors
Tennessee
$3.15M +$155K +9,924 +5%
KBFS
241
Kohmann Bosshard Financial Services
Ohio
$3.14M -$1.03M -65,772 -23%
JPLA
242
Joseph P. Lucia & Associates
New York
$3.1M -$76.6K -4,892 -2%
CGFA
243
Colton Groome Financial Advisors
North Carolina
$3.1M -$1.53M -97,568 -31%
FANJ
244
Financial Architects (New Jersey)
New Jersey
$3.08M +$3.45M +220,392 New
MS
245
Madden Securities
Texas
$3.06M +$164K +10,456 +5%
FPFS
246
First Personal Financial Services
North Carolina
$3M -$74.3K -4,740 -2%
US Bancorp
247
US Bancorp
Minnesota
$2.98M -$66.3K -4,232 -2%
SF
248
Safeguard Financial
Wisconsin
$2.91M +$616K +39,304 +23%
OPA
249
Old Port Advisors
Maine
$2.86M -$129K -8,232 -4%
WIA
250
Westbourne Investment Advisors
Maryland
$2.84M +$81K +5,172 +3%