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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$50.7M +$3.04M +190,248 +6%
HWA
27
HHM Wealth Advisors
Tennessee
$48.4M +$12.2M +760,044 +30%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$48.1M +$6.78M +424,408 +15%
Bank of America
29
Bank of America
North Carolina
$46.6M +$19.3M +1,207,340 +60%
TWM
30
Tradition Wealth Management
Minnesota
$40.4M +$19.2M +1,198,296 +80%
UBS Group
31
UBS Group
Switzerland
$40.2M +$9.12M +570,512 +26%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.6M -$1.49M -93,224 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$35.5M +$3.84M +240,360 +11%
Truist Financial
34
Truist Financial
North Carolina
$35M -$406K -25,428 -1%
MGIA
35
Moneta Group Investment Advisors
Missouri
$33.9M +$15.7M +983,420 +73%
BC
36
Brio Consultants
California
$32.7M +$35.2M +2,199,972 +10,510%
VWA
37
Visionary Wealth Advisors
Illinois
$31.6M +$812K +50,800 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$31.6M +$9.16M +572,740 +36%
FCI
39
Financial Counselors Inc
Kansas
$30.6M -$405K -25,348 -1%
FA
40
Financial Advisors
Massachusetts
$30.5M +$3.83M +239,536 +13%
KLI
41
Kelman-Lazarov Inc
Tennessee
$29.9M +$1.8M +112,392 +6%
CAN
42
Cetera Advisor Networks
California
$28.6M -$1.19M -74,396 -4%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$28.5M +$2.18M +136,392 +7%
SWRP
44
Summit Wealth & Retirement Planning
California
$28.3M +$1.56M +97,304 +5%
TWM
45
Triton Wealth Management
Arizona
$28.1M +$7.78M +486,676 +39%
MA
46
MUFG Americas
New York
$27.8M +$1.34M +83,708 +5%
LFS
47
Legacy Financial Strategies
Kansas
$27M +$1.39M +86,824 +5%
KAS
48
Kestra Advisory Services
Texas
$26.6M +$249K +15,592 +0.9%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$26.4M +$1.76M +109,892 +6%
I
50
INVST
Indiana
$26.3M -$721K -45,084 -3%