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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
301
Lowe Wealth Advisors
Maryland
$21K +$20.8K +2,416 New
FMP
302
Financial Management Professionals
Texas
$19K
Citigroup
303
Citigroup
New York
$18K +$69 +8 +0.4%
CFD
304
Creative Financial Designs
Indiana
$15K
PA
305
Perennial Advisors
New York
$15K
LWM
306
Lenox Wealth Management
Ohio
$13K
FCB
307
First Command Bank
Texas
$12K
FCFS
308
First Command Financial Services
Texas
$12K
DBT
309
Dubuque Bank & Trust
Iowa
$9K
BAM
310
Barrett Asset Management
New York
$7K +$6.88K +800 New
CFA
311
Carroll Financial Associates
North Carolina
$6K -$13.8K -1,608 -68%
BWM
312
Baystate Wealth Management
Massachusetts
$6K
AOWM
313
Alpha Omega Wealth Management
Virginia
$5K
LF
314
Lee Financial
Texas
$5K
TCOV
315
Trust Company of Vermont
Vermont
$5K
PFA
316
Pathway Financial Advisors
Vermont
$5K +$4.47K +520 New
POIA
317
Pin Oak Investment Advisors
Texas
$5K +$4.95K +576 New
ADL
318
Asset Dedication LLC
California
$4K +$2.27K +264 +106%
PG
319
Patten Group
Tennessee
$3K -$275 -32 -10%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$2K -$38.9K -4,528 -95%
BCMIO
321
Beacon Capital Management Inc (Ohio)
Ohio
$2K
KJWM
322
Kiley Juergens Wealth Management
Washington
$2K +$2.2K +256 New
CMO
323
Covenant Multifamily Offices
Texas
$2K +$2.27K +264 New
HR
324
Howe & Rusling
New York
$2K +$2.41K +280 New
PFG
325
Piershale Financial Group
Illinois
-$13.1M -1,585,912 Closed