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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$49M +$6.01M +418,372 +13%
Bank of America
27
Bank of America
North Carolina
$48.8M +$562K +39,104 +1%
CCMG
28
Clark Capital Management Group
Pennsylvania
$47.7M +$49.4M +3,434,940 New
UCFA
29
United Capital Financial Advisors
Texas
$45.6M -$7.44M -517,236 -14%
OIA
30
OneDigital Investment Advisors
Kansas
$45.1M -$11M -767,648 -19%
MML Investors Services
31
MML Investors Services
Massachusetts
$41.2M +$22.1M +1,534,124 +107%
UBS Group
32
UBS Group
Switzerland
$38.9M +$2.88M +200,424 +8%
MGIA
33
Moneta Group Investment Advisors
Missouri
$38.8M +$3.79M +263,688 +12%
TWM
34
Tradition Wealth Management
Minnesota
$37.9M -$186K -12,960 -0.5%
PCIA
35
Prime Capital Investment Advisors
Kansas
$36.7M +$1.43M +99,416 +4%
JP Morgan Chase
36
JP Morgan Chase
New York
$36.7M +$37.3M +2,594,572 +5,418%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.7M +$37M +2,570,224 New
CAN
38
Cetera Advisor Networks
California
$35.6M +$6.86M +477,092 +23%
FCI
39
Financial Counselors Inc
Kansas
$34.6M +$5.16M +359,120 +17%
Creative Planning
40
Creative Planning
Kansas
$34M +$12.5M +868,052 +55%
KAS
41
Kestra Advisory Services
Texas
$32.9M +$9.39M +652,804 +38%
Truist Financial
42
Truist Financial
North Carolina
$32.3M -$745K -51,800 -2%
BC
43
Brio Consultants
California
$31.7M +$2.75M +191,596 +9%
BPA
44
Beacon Pointe Advisors
California
$31.1M +$5.68M +394,916 +21%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$30.4M +$1.84M +128,020 +6%
KLI
46
Kelman-Lazarov Inc
Tennessee
$30.1M +$1.13M +78,336 +4%
IA
47
IFP Advisors
Florida
$29M +$3.21M +223,560 +17%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$28M +$1.44M +99,820 +5%
US Bancorp
49
US Bancorp
Minnesota
$28M +$25.9M +1,802,452 +844%
LFS
50
Legacy Financial Strategies
Kansas
$27.8M +$858K +59,644 +3%