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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$311K +$73.8K +7,264 +32%
ZIM
327
Zacks Investment Management
Illinois
$310K +$18.1K +1,784 +6%
EK
328
Evensky & Katz
Florida
$308K -$1.22K -120 -0.4%
CWS
329
Cypress Wealth Services
California
$307K -$122K -11,976 -29%
BP
330
Broadleaf Partners
Ohio
$307K +$300K +29,480 New
CSIC
331
Clifford Swan Investment Counsel
California
$305K
FTS
332
Fifth Third Securities
Ohio
$304K +$297K +29,192 New
MMHP
333
Murphy Middleton Hinkle & Parker
Georgia
$303K +$297K +29,168 New
VHAM
334
Van Hulzen Asset Management
California
$298K -$7.56K -744 -3%
SS
335
Simplicity Solutions
Minnesota
$295K -$700K -68,808 -71%
HFA
336
Hoover Financial Advisors
Pennsylvania
$291K +$1.06K +104 +0.4%
CAM
337
Crestone Asset Management
Colorado
$291K +$285K +28,000 New
DLCIG
338
D.L. Carlson Investment Group
New Hampshire
$290K -$8.87K -872 -3%
BRWA
339
B. Riley Wealth Advisors
Florida
$290K +$49.7K +4,888 +21%
SG
340
StoneX Group
New York
$287K -$24K -2,360 -8%
LFAS
341
Level Four Advisory Services
Texas
$285K
KeyBank National Association
342
KeyBank National Association
Ohio
$283K
TP
343
Tranquility Partners
Tennessee
$279K +$272K +26,784 New
BSW
344
Buckingham Strategic Wealth
Missouri
$277K +$39.1K +3,848 +17%
CIA
345
Capital Investment Advisors
Georgia
$276K -$10.8K -1,064 -4%
MC
346
Montag & Caldwell
Georgia
$276K +$269K +26,488 New
SA
347
SRH Advisors
Kansas
$273K
EWM
348
Empirical Wealth Management
Washington
$273K +$8.46K +832 +3%
SAM
349
SignalPoint Asset Management
Missouri
$272K +$23.3K +2,296 +10%
CB
350
Commerce Bank
Missouri
$269K