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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
MONECO Advisors
Connecticut
$864K +$866K +53,248 New
JIC
352
Johnson Investment Counsel
Ohio
$837K -$5.21K -320 -0.6%
LJAC
353
L.J. Altfest & Co
New York
$834K +$260 +16 +0%
IF
354
Intrua Financial
Texas
$831K +$769K +47,264 New
WA
355
Wealth Architects
California
$829K -$31.4K -1,928 -4%
MCM
356
MAI Capital Management
Ohio
$815K +$123K +7,568 +18%
SHJ
357
Sharkey, Howes & Javer
Colorado
$813K
VFIC
358
Valley Forge Investment Consultants
Pennsylvania
$813K +$179K +11,024 +28%
CFD
359
Creative Financial Designs
Indiana
$804K +$322K +19,768 +66%
BRWA
360
B. Riley Wealth Advisors
Florida
$804K +$420K +25,792 +109%
Wealth Enhancement Advisory Services
361
Wealth Enhancement Advisory Services
Minnesota
$798K +$47.1K +2,896 +7%
MOS
362
MGO One Seven
Ohio
$798K +$130K +7,960 +19%
Cerity Partners
363
Cerity Partners
New York
$787K -$49.2K -3,024 -6%
OPWM
364
Oxinas Partners Wealth Management
Indiana
$786K +$67.4K +4,144 +9%
YWP
365
YorkBridge Wealth Partners
New York
$779K -$24K -1,472 -3%
SIAG
366
Signet Investment Advisory Group
Rhode Island
$774K +$245K +15,056 +46%
AWA
367
Arkadios Wealth Advisors
Georgia
$770K -$336K -20,664 -30%
RF
368
Rollins Financial
Georgia
$755K -$25.5K -1,568 -3%
OC
369
Oarsman Capital
Wisconsin
$750K -$141K -8,672 -16%
CWM
370
Cedar Wealth Management
California
$746K
PP
371
Pegasus Partners
Wisconsin
$734K +$238K +14,616 +48%
S
372
SignatureFD
Georgia
$725K -$123K -7,576 -14%
BAM
373
Belpointe Asset Management
Nevada
$722K +$98.8K +6,072 +16%
SWM
374
Spire Wealth Management
Virginia
$720K +$722K +44,376 New
CCB
375
Cutter & Co Brokerage
Missouri
$717K +$651 +40 +0.1%