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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$436K +$204K +40,472 +88%
CDIA
27
Capital Directions Investment Advisors
Georgia
$422K -$8.07K -1,600 -2%
Jane Street
28
Jane Street
New York
$355K +$349K +69,184 New
Morgan Stanley
29
Morgan Stanley
New York
$319K +$17.2K +3,400 +6%
DWM
30
Destination Wealth Management
California
$315K -$12.8K -2,528 -4%
CCM
31
Carlson Capital Management
Minnesota
$261K +$257K +50,896 New
EWM
32
Edge Wealth Management
New York
$247K +$20.4K +4,040 +9%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$246K +$10.9K +2,160 +5%
SG Americas Securities
34
SG Americas Securities
New York
$232K +$228K +45,264 New
DAM
35
Delta Asset Management
Tennessee
$74K +$72.8K +14,440 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$58K
FANJ
37
Financial Architects (New Jersey)
New Jersey
$34K +$32.6K +6,456 New
AIG
38
American International Group
New York
$30.1K
Wells Fargo
39
Wells Fargo
California
$15K -$1.82K -360 -11%
MAS
40
Madden Advisory Services
Florida
$9K
CEMP
41
Compass Efficient Model Portfolios
Tennessee
$7K +$6.94K +1,376 New
S
42
SignatureFD
Georgia
$6K -$14.2K -2,824 -71%
MFS
43
MSI Financial Services
Massachusetts
$6K
WA
44
WFG Advisors
Texas
$3K
RJFSA
45
Raymond James Financial Services Advisors
Florida
-$3.31M -695,248 Closed
HighTower Advisors
46
HighTower Advisors
Illinois
-$783K -164,352 Closed
Goldman Sachs
47
Goldman Sachs
New York
-$215K -45,144 Closed
AA
48
Apriem Advisors
California
-$1K -128 Closed