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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
426
NFP Retirement Inc
California
$3.96M -$56.8K -2,075 -1%
KPWS
427
Kestra Private Wealth Services
Texas
$3.94M +$3.66M +133,511 +558%
RPGK
428
Retirement Planning Group (Kansas)
Kansas
$3.94M +$880K +32,138 +26%
AIA
429
Arcadia Investment Advisors
Idaho
$3.9M -$53K -1,936 -1%
BWM
430
Boyd Wealth Management
California
$3.89M +$498K +18,170 +13%
BIA
431
Bigelow Investment Advisors
Maine
$3.88M -$113K -4,120 -3%
AWM
432
Avior Wealth Management
Nebraska
$3.87M +$873K +31,871 +26%
SPIA
433
Steward Partners Investment Advisory
New York
$3.87M -$602K -21,972 -12%
PPWM
434
Perissos Private Wealth Management
Oklahoma
$3.87M +$5.7K +208 +0.1%
CFO
435
CVA Family Office
Colorado
$3.83M +$1.1M +40,129 +36%
WA
436
Win Advisors
Florida
$3.79M -$1.77M -64,457 -30%
PIA
437
Panoramic Investment Advisors
Colorado
$3.74M +$99K +3,614 +2%
BBW
438
Blue Barn Wealth
Utah
$3.71M -$115K -4,189 -3%
MAMG
439
Milestone Asset Management Group
Connecticut
$3.71M -$68.9K -2,517 -2%
SF
440
Synovus Financial
Georgia
$3.66M -$460K -16,811 -10%
EFG
441
Embree Financial Group
Illinois
$3.66M -$51.2K -1,871 -1%
CFG
442
Cooper Financial Group
California
$3.66M +$170K +6,220 +4%
PCA
443
Pallas Capital Advisors
Massachusetts
$3.66M +$323K +11,785 +9%
OWM
444
Orgel Wealth Management
Wisconsin
$3.66M +$1.41M +51,302 +54%
QWP
445
Quotient Wealth Partners
Texas
$3.65M +$2.52M +92,157 +172%
AT
446
Arlington Trust
Alabama
$3.65M
SFG
447
Snider Financial Group
Washington
$3.61M +$159K +5,816 +4%
CPRC
448
Consolidated Portfolio Review Corp
New York
$3.6M +$91.1K +3,326 +2%
GWA
449
GGM Wealth Advisors
Maryland
$3.6M -$498K -18,169 -11%
Bank of Montreal
450
Bank of Montreal
Ontario, Canada
$3.58M +$2.05M +74,707 +109%