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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIP
251
Peachtree Investment Partners
Florida
$10.8M -$3.38M -123,240 -22%
TFG
252
Team Financial Group
California
$10.8M +$928K +33,865 +9%
SAM
253
Smithbridge Asset Management
Pennsylvania
$10.7M +$11.7M +427,447 New
KGP
254
Keystone Global Partners
Colorado
$10.6M +$11.6M +422,785 New
MBI
255
May Barnhard Investments
Maryland
$10.3M +$131K +4,770 +1%
RA
256
RFG Advisory
Alabama
$10.3M -$568K -20,748 -5%
PSCM
257
Per Stirling Capital Management
Texas
$10.1M -$1.19M -43,280 -10%
PWSG
258
Pacific Wealth Strategies Group
California
$9.93M -$44.3K -1,617 -0.4%
IAN
259
Integrated Advisors Network
Texas
$9.93M -$164K -5,993 -1%
GA
260
Guerra Advisors
Florida
$9.89M -$1.02M -37,208 -9%
FWP
261
FAS Wealth Partners
Kansas
$9.87M -$495K -18,076 -4%
LFP
262
Leeward Financial Partners
Washington
$9.86M +$386K +14,097 +4%
CPA
263
Clear Point Advisors
New York
$9.84M -$595K -21,712 -5%
AZ
264
Alpha Zero
Florida
$9.82M +$129K +4,706 +1%
WMWM
265
Whitaker-Myers Wealth Managers
Ohio
$9.81M +$420K +15,327 +4%
BRWM
266
Blue Rock Wealth Management
North Carolina
$9.78M +$750K +27,378 +8%
FFA
267
Farther Finance Advisors
California
$9.73M +$10.1M +367,081 +2,000%
OWM
268
Opes Wealth Management
California
$9.72M +$749K +27,361 +8%
OC
269
Oppenheimer & Co
New York
$9.71M +$1.71M +62,577 +19%
NLWP
270
Next Level Wealth Planning
Idaho
$9.69M +$467K +17,056 +5%
TWM
271
TriaGen Wealth Management
California
$9.66M -$276K -10,063 -3%
ATWA
272
Arbor Trust Wealth Advisors
Michigan
$9.49M +$297K +10,851 +3%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$9.44M +$2.33M +84,964 +29%
EE
274
EWG Elevate
California
$9.43M +$1.93M +70,632 +23%
ASN
275
Advisory Services Network
Georgia
$9.26M +$2.44M +88,965 +32%