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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
426
Lutz Financial Services
Nebraska
$497K +$130 +8 +0%
CCM
427
Crew Capital Management
Ohio
$493K +$494K +30,368 New
EE
428
EWG Elevate
California
$492K -$3.21M -197,064 -87%
ACG
429
Allen Capital Group
Nebraska
$489K -$216K -13,264 -31%
AFS
430
Access Financial Services
Minnesota
$488K
PGAM
431
Princeton Global Asset Management
New Jersey
$487K -$39.1K -2,400 -7%
LFAS
432
Level Four Advisory Services
Texas
$486K
EW
433
Element Wealth
Mississippi
$485K -$1.19M -73,128 -71%
TWA
434
TCI Wealth Advisors
Arizona
$482K -$26.7K -1,640 -5%
SHA
435
Seneca House Advisors
Virginia
$480K -$364K -22,384 -43%
DWM
436
Destination Wealth Management
California
$478K +$25.8K +1,584 +6%
CSIC
437
Clifford Swan Investment Counsel
California
$475K
AA
438
Apriem Advisors
California
$470K -$75.5K -4,640 -14%
GWM
439
Gray Wealth Management
Maine
$469K -$130 -8 -0%
KA
440
Klingman & Associates
New York
$461K -$5.86K -360 -1%
DY
441
Dowling & Yahnke
California
$457K +$29.7K +1,824 +7%
FSWA
442
Financial Synergies Wealth Advisors
Texas
$450K +$521 +32 +0.1%
AP
443
Advisor Partners
California
$449K
TF
444
Trek Financial
Arizona
$447K
LIM
445
Leavell Investment Management
Alabama
$445K -$1.56K -96 -0.3%
MWM
446
MBE Wealth Management
Wisconsin
$445K +$9.89K +608 +2%
BPB
447
Badgley, Phelps & Bell
Washington
$444K
KeyBank National Association
448
KeyBank National Association
Ohio
$442K
SW
449
SVB Wealth
Massachusetts
$434K +$391 +24 +0.1%
SB
450
Strategic Blueprint
Georgia
$434K +$435K +26,728 New