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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
426
HBK Sorce Advisory
Pennsylvania
$917K -$4.8K -240 -0.5%
VAS
427
Valicenti Advisory Services
New York
$915K -$143K -7,176 -14%
CCB
428
Cutter & Co Brokerage
Missouri
$907K +$959 +48 +0.1%
VFA
429
Valeo Financial Advisors
Indiana
$901K
AA
430
Ancora Advisors
Ohio
$892K +$1.28K +64 +0.1%
TP
431
Tranquility Partners
Tennessee
$891K
GVAG
432
Great Valley Advisor Group
Delaware
$888K +$15.5K +776 +2%
WG
433
Welch Group
Alabama
$888K +$51.2K +2,560 +6%
VT
434
Vise Technologies
New York
$882K +$861K +43,072 New
SFS
435
Summit Financial Strategies
Ohio
$880K +$20.3K +1,016 +2%
BWM
436
Boyd Wealth Management
California
$878K +$857K +42,896 New
BWA
437
Burt Wealth Advisors
Maryland
$876K -$7.2K -360 -0.8%
Wealth Enhancement Advisory Services
438
Wealth Enhancement Advisory Services
Minnesota
$872K -$321K -16,048 -25%
CBFP
439
Cedar Brook Financial Partners
Ohio
$871K +$332K +16,600 +64%
OC
440
Oarsman Capital
Wisconsin
$859K -$84.4K -4,224 -9%
TC
441
Tenret Company
Florida
$852K -$62.2K -3,112 -7%
CW
442
CreativeOne Wealth
Kansas
$851K +$251K +12,568 +43%
SPIA
443
Steward Partners Investment Advisory
New York
$825K +$2.4K +120 +0.3%
CAM
444
Cozad Asset Management
Illinois
$821K +$35.2K +1,760 +5%
FSWA
445
Financial Synergies Wealth Advisors
Texas
$813K +$239K +11,936 +43%
GFP
446
Guardian Financial Partners
California
$809K +$790K +39,512 New
PP
447
Pegasus Partners
Wisconsin
$806K
LF
448
LifeSteps Financial
California
$805K +$16.1K +808 +2%
SG
449
StoneX Group
New York
$805K -$383K -19,184 -33%
GBWM
450
Granite Bay Wealth Management
New Hampshire
$804K +$785K +39,288 New