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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
26
Moneta Group Investment Advisors
Missouri
$225M +$7.58M +228,663 +4%
RWM
27
RMG Wealth Management
Wisconsin
$209M +$15.3M +461,719 +9%
TWM
28
Thrive Wealth Management
Pennsylvania
$184M +$3.74M +112,806 +2%
CCMG
29
Clark Capital Management Group
Pennsylvania
$152M -$4.14M -125,073 -3%
FFN
30
Focus Financial Network
Minnesota
$148M -$12.3M -370,301 -8%
MAM
31
Marquette Asset Management
Minnesota
$145M +$882K +26,603 +0.6%
GRR
32
Golden Reserve Retirement
Ohio
$144M +$6.24M +188,310 +5%
KF
33
Krilogy Financial
Missouri
$127M +$335K +10,111 +0.3%
HWA
34
HHM Wealth Advisors
Tennessee
$126M +$4.41M +133,079 +4%
WA
35
Waverly Advisors
Alabama
$124M +$4.8M +144,939 +4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$123M -$2.32M -69,909 -2%
PAS
37
Park Avenue Securities
New York
$118M +$2.6M +78,479 +2%
Truist Financial
38
Truist Financial
North Carolina
$115M +$7.47M +225,451 +7%
Cerity Partners
39
Cerity Partners
New York
$113M +$23.4M +707,015 +22%
UBS Group
40
UBS Group
Switzerland
$111M -$180K -5,442 -0.2%
Creative Planning
41
Creative Planning
Kansas
$110M -$1.23M -37,267 -1%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$109M +$5.85M +176,591 +6%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$106M +$229K +6,920 +0.2%
GAM
44
Gemmer Asset Management
California
$105M +$921K +27,794 +0.9%
SAI
45
Savvy Advisors Inc
New York
$104M +$6.57M +198,144 +7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$101M +$2.73M +82,377 +3%
LFS
47
Legacy Financial Strategies
Kansas
$99.4M +$1.25M +37,701 +1%
UCFA
48
United Capital Financial Advisors
Texas
$98.1M -$299K -9,011 -0.3%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$97.2M +$801K +24,170 +0.8%
BFG
50
Berger Financial Group
Minnesota
$96.2M +$8.11M +244,735 +9%