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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
451
Ogorek Anthony Joseph
New York
$795K -$18.5K -928 -2%
AMG
452
Asset Management Group
Connecticut
$778K +$959 +48 +0.1%
APW
453
Austin Private Wealth
Texas
$771K -$480K -24,000 -39%
PWS
454
Precision Wealth Strategies
Missouri
$765K +$460K +23,000 +160%
FLA
455
Financial Life Advisors
Texas
$757K -$800 -40 -0.1%
BAG
456
Briggs Advisory Group
Rhode Island
$751K +$734K +36,712 New
KIA
457
KCM Investment Advisors
California
$736K -$12K -600 -2%
SWM
458
Segment Wealth Management
Texas
$727K +$3.52K +176 +0.5%
DW
459
Domani Wealth
Pennsylvania
$721K +$160 +8 +0%
BWM
460
BCS Wealth Management
Tennessee
$713K +$25.9K +1,296 +4%
MWAM
461
Manhattan West Asset Management
California
$713K +$697K +34,848 New
RIS
462
Retirement Income Solutions
Michigan
$707K
USCWA
463
U.S. Capital Wealth Advisors
Texas
$705K +$38.2K +1,912 +6%
AFG
464
Albion Financial Group
Utah
$700K -$2.95M -147,784 -81%
Betterment LLC
465
Betterment LLC
New York
$700K +$684K +34,216 New
AMCA
466
Arthur M. Cohen & Associates
Illinois
$699K
SWM
467
Spire Wealth Management
Virginia
$691K -$33.3K -1,664 -5%
SCM
468
SOL Capital Management
Maryland
$675K +$219K +10,960 +50%
MFG
469
Magnus Financial Group
New York
$670K -$69.9K -3,496 -10%
AOWM
470
Alpha Omega Wealth Management
Virginia
$667K -$27.3K -1,368 -4%
Baird Financial Group
471
Baird Financial Group
Wisconsin
$662K +$4.16K +208 +0.6%
SWA
472
Sutton Wealth Advisors
Florida
$659K
CAG
473
Csenge Advisory Group
Florida
$659K +$250K +12,496 +53%
WWM
474
WT Wealth Management
Arizona
$658K +$11.4K +568 +2%
NP
475
NorthRock Partners
Minnesota
$647K +$365K +18,264 +137%