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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
401
Tranquility Partners
Tennessee
$806K +$439K +23,056 +113%
WIC
402
Whitegate Investment Counselors
New Hampshire
$805K -$7.32K -384 -0.9%
BWA
403
Burt Wealth Advisors
Maryland
$799K
Cerity Partners
404
Cerity Partners
New York
$797K -$89.3K -4,688 -10%
CP
405
Camelot Portfolios
Ohio
$793K +$50.3K +2,640 +7%
PCA
406
Personal Capital Advisors
California
$784K +$92.5K +4,856 +13%
SFS
407
Summit Financial Strategies
Ohio
$777K +$152 +8 +0%
LAIC
408
Lederer & Associates Investment Counsel
California
$775K -$27.7K -1,456 -3%
MA
409
MONECO Advisors
Connecticut
$772K -$117K -6,120 -13%
WG
410
Welch Group
Alabama
$756K
RFC
411
Regions Financial Corp
Alabama
$751K +$772K +40,544 New
COF
412
Capital One Financial
Virginia
$750K -$420K -22,064 -35%
SPIA
413
Steward Partners Investment Advisory
New York
$744K +$18.9K +992 +3%
OAJ
414
Ogorek Anthony Joseph
New York
$736K +$305 +16 +0%
PP
415
Pegasus Partners
Wisconsin
$729K
LF
416
LifeSteps Financial
California
$713K +$12K +632 +2%
CAM
417
Cozad Asset Management
Illinois
$710K
LIM
418
Leavell Investment Management
Alabama
$707K +$206K +10,792 +39%
AMG
419
Asset Management Group
Connecticut
$702K -$69.9K -3,672 -9%
QAM
420
Q3 Asset Management
Michigan
$702K +$722K +37,920 New
Bank of New York Mellon
421
Bank of New York Mellon
New York
$693K -$3.5K -184 -0.5%
FLA
422
Financial Life Advisors
Texas
$685K -$22.9K -1,200 -3%
KIA
423
KCM Investment Advisors
California
$676K +$45.1K +2,368 +7%
MFG
424
Magnus Financial Group
New York
$671K +$690K +36,232 New
AOWM
425
Alpha Omega Wealth Management
Virginia
$670K +$1.07K +56 +0.2%