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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
301
Prestige Wealth Management Group
New Jersey
$2.13M -$319K -17,516 -13%
DSC
302
Duncker Streett & Co
Missouri
$2.12M -$309K -16,960 -13%
MWM
303
Meridian Wealth Management
Kentucky
$2.1M -$10.1K -556 -0.5%
CA
304
Continuum Advisory
Idaho
$2.1M -$1.01M -55,272 -30%
CCA
305
Clearwater Capital Advisors
Illinois
$2.1M -$1.9K -104 -0.1%
LCM
306
Liberty Capital Management
Michigan
$2.08M -$30.5K -1,672 -1%
MCC
307
Money Concepts Capital
Florida
$2.06M +$217K +11,904 +12%
BC
308
Bartlett & Co
Ohio
$2.05M
BCWM
309
Bartlett & Co Wealth Management
Ohio
$2.05M
LNC
310
Lincoln National Corp
Pennsylvania
$2.04M -$485K -26,616 -20%
SBL
311
Sargent Bickham Lagudis
Colorado
$2.02M -$3.01M -165,008 -60%
WWM
312
Western Wealth Management
Colorado
$2M +$1.65M +90,520 +549%
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$1.99M +$354K +19,428 +22%
AWMG
314
Alliance Wealth Management Group
New Jersey
$1.98M -$146 -8 -0%
TCM
315
Towercrest Capital Management
Pennsylvania
$1.98M -$146 -8 -0%
CCM
316
Condor Capital Management
New Jersey
$1.98M -$134K -7,356 -6%
KFGK
317
Keystone Financial Group (Kentucky)
Kentucky
$1.88M -$20.6K -1,132 -1%
BAM
318
Belpointe Asset Management
Nevada
$1.86M +$418K +22,904 +30%
TA
319
TrueWealth Advisors
Alabama
$1.85M -$826K -45,280 -50%
ZIMP
320
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M +$25.2K +1,380 +1%
CI
321
CX Institutional
Indiana
$1.82M -$420K -23,028 -19%
JFG
322
JMG Financial Group
Illinois
$1.81M +$118K +6,448 +7%
JMPWA
323
JP Morgan Private Wealth Advisors
California
$1.78M +$258K +14,168 +18%
BCP
324
Blackhawk Capital Partners
Wisconsin
$1.76M -$543K -29,796 -24%
Stifel Financial
325
Stifel Financial
Missouri
$1.75M -$90.2K -4,948 -5%