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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Peak Wealth Management
New Hampshire
$13.2M +$13.2M +405,313 New
OWM
277
Opes Wealth Management
California
$13.2M -$230K -7,085 -2%
CFO
278
CVA Family Office
Colorado
$13.1M +$5.5M +169,224 +72%
RW
279
Regimen Wealth
Georgia
$13.1M -$227K -6,994 -2%
LFP
280
Leeward Financial Partners
Washington
$13.1M -$164K -5,050 -1%
PWA
281
Portus Wealth Advisors
North Carolina
$13M +$128K +3,929 +1%
WA
282
Win Advisors
Florida
$12.8M -$10.2M -314,123 -44%
WMA
283
William Mack & Associates
Michigan
$12.8M -$4.24M -130,259 -25%
PA
284
PFG Advisors
Arizona
$12.8M +$2.25M +69,194 +21%
PSCM
285
Per Stirling Capital Management
Texas
$12.8M -$331K -10,178 -3%
GGI
286
GPM Growth Investors
Michigan
$12.7M -$2.31M -70,989 -15%
FWS
287
FinDec Wealth Services
California
$12.6M -$842K -25,899 -6%
TWM
288
TriaGen Wealth Management
California
$12.4M -$95.4K -2,933 -0.8%
QCM
289
Quantinno Capital Management
New York
$12.4M +$5.11M +157,109 +71%
CA
290
Calton & Associates
Florida
$12.3M +$347K +10,656 +3%
FWP
291
FAS Wealth Partners
Kansas
$12.2M +$5.56K +171 +0%
RMC
292
Ring Mountain Capital
California
$12.1M -$76.4K -2,348 -0.6%
IAN
293
Integrated Advisors Network
Texas
$12M -$850K -26,139 -7%
EFG
294
Everhart Financial Group
Ohio
$12M -$2.47M -76,069 -17%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$11.9M +$101K +3,095 +0.9%
CPA
296
Clear Point Advisors
New York
$11.9M -$586K -18,010 -5%
PAG
297
Powers Advisory Group
Illinois
$11.8M +$253K +7,790 +2%
MBI
298
May Barnhard Investments
Maryland
$11.8M -$911K -28,009 -7%
AIP
299
Almanack Investment Partners
Pennsylvania
$11.7M -$1.75M -53,662 -13%
WF
300
Womack Financial
Texas
$11.7M -$35.1K -1,079 -0.3%