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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
351
Montag & Caldwell
Georgia
$445K +$35.4K +3,208 +9%
SG
352
StoneX Group
New York
$445K +$119K +10,792 +39%
PA
353
Paragon Advisors
Texas
$445K +$411K +37,256 New
AWA
354
Acorn Wealth Advisors
Michigan
$444K -$3.17K -288 -0.8%
AWE
355
Avidian Wealth Enterprises
Texas
$437K
CAG
356
Csenge Advisory Group
Florida
$429K -$194K -17,560 -32%
SLF
357
Sun Life Financial
Ontario, Canada
$425K
Baird Financial Group
358
Baird Financial Group
Wisconsin
$422K +$400K +36,328 New
AMCA
359
Arthur M. Cohen & Associates
Illinois
$421K
LFS
360
Lutz Financial Services
Nebraska
$414K +$176 +16 +0%
SWA
361
Sutton Wealth Advisors
Florida
$410K +$91.8K +8,328 +31%
VFA
362
Valeo Financial Advisors
Indiana
$408K
PGAM
363
Princeton Global Asset Management
New Jersey
$404K -$44K -3,992 -10%
DWM
364
Destination Wealth Management
California
$404K -$1.94K -176 -0.5%
OCM
365
Orser Capital Management
Texas
$398K -$3.53K -320 -0.9%
IWM
366
IHT Wealth Management
Illinois
$395K +$19.5K +1,768 +5%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$393K -$12.6K -1,144 -3%
BDF
368
Black Diamond Financial
Maryland
$390K -$164K -14,880 -31%
MWM
369
MBE Wealth Management
Wisconsin
$390K +$371K +33,624 New
RIM
370
Regent Investment Management
Kentucky
$388K -$12.8K -1,160 -3%
APSP
371
Asset Planning Services (Pennsylvania)
Pennsylvania
$387K +$176 +16 +0.1%
Northern Trust
372
Northern Trust
Illinois
$381K +$88.2K +8,000 +32%
KFGK
373
Keystone Financial Group (Kentucky)
Kentucky
$379K +$63.1K +5,728 +21%
SCA
374
Strategic Capital Advisers
Colorado
$377K -$19.7K -1,784 -5%
CF
375
Centaurus Financial
California
$377K -$1.59K -144 -0.4%