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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evercore Wealth Management
New York
$2.53M -$51K -2,552 -2%
BBPWM
302
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$640 -32 -0%
ASN
303
Advisory Services Network
Georgia
$2.51M +$228K +11,400 +10%
CI
304
CX Institutional
Indiana
$2.47M -$95.1K -4,760 -4%
MFW
305
Meristem Family Wealth
Minnesota
$2.42M
NF
306
NTB Financial
Colorado
$2.4M +$2.35M +117,352 New
GG
307
GenWealth Group
New Jersey
$2.36M -$11.8K -592 -0.5%
AC
308
Avant Capital
Louisiana
$2.34M +$2.28M +114,272 New
CCM
309
Condor Capital Management
New Jersey
$2.32M +$3.68K +184 +0.2%
MWM
310
Meridian Wealth Management
Kentucky
$2.31M +$7.36K +368 +0.3%
LCM
311
Liberty Capital Management
Michigan
$2.31M +$12K +600 +0.5%
CCA
312
Clearwater Capital Advisors
Illinois
$2.29M -$418K -20,912 -16%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$2.25M -$104K -5,200 -5%
BC
314
Bartlett & Co
Ohio
$2.25M -$104K -5,200 -5%
PA
315
PFG Advisors
Arizona
$2.21M +$79.5K +3,976 +4%
AWMG
316
Alliance Wealth Management Group
New Jersey
$2.17M -$26.1K -1,304 -1%
TCM
317
Towercrest Capital Management
Pennsylvania
$2.17M -$26.1K -1,304 -1%
TPA
318
Trivium Point Advisory
Connecticut
$2.16M +$883K +44,192 +72%
MAM
319
Marotta Asset Management
Virginia
$2.1M -$66.2K -3,312 -3%
KFGK
320
Keystone Financial Group (Kentucky)
Kentucky
$2.08M -$578K -28,936 -22%
WA
321
Win Advisors
Florida
$2.07M +$2.02M +101,296 New
Stifel Financial
322
Stifel Financial
Missouri
$2.02M +$224K +11,200 +13%
MCC
323
Money Concepts Capital
Florida
$2.01M +$1.97M +98,312 New
ZIMP
324
Zimmermann Investment Management & Planning
Pennsylvania
$1.99M +$1.95M +97,424 New
MPM
325
Meritage Portfolio Management
Kansas
$1.99M -$97.4K -4,872 -5%