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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$195M +$95.2M +3,061,564 +84%
MGIA
27
Moneta Group Investment Advisors
Missouri
$187M +$21.9M +704,238 +12%
RWM
28
RMG Wealth Management
Wisconsin
$185M +$168M +5,411,459 +228,621%
TWM
29
Thrive Wealth Management
Pennsylvania
$155M +$12.3M +395,364 +8%
FFN
30
Focus Financial Network
Minnesota
$138M -$941K -30,258 -0.6%
CCMG
31
Clark Capital Management Group
Pennsylvania
$134M +$1.73M +55,561 +1%
MAM
32
Marquette Asset Management
Minnesota
$124M +$700K +22,527 +0.5%
KF
33
Krilogy Financial
Missouri
$120M +$8.39M +269,835 +8%
GRR
34
Golden Reserve Retirement
Ohio
$118M -$1.43M -46,059 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$108M -$5.05M -162,504 -4%
HWA
36
HHM Wealth Advisors
Tennessee
$105M +$3.49M +112,307 +3%
WA
37
Waverly Advisors
Alabama
$102M +$30.9M +992,474 +39%
PAS
38
Park Avenue Securities
New York
$99.4M -$7.25M -233,241 -6%
Creative Planning
39
Creative Planning
Kansas
$95.8M -$28.8M -927,245 -22%
UBS Group
40
UBS Group
Switzerland
$95.4M +$15.1M +486,861 +17%
Cerity Partners
41
Cerity Partners
New York
$93.6M +$4.05M +130,206 +4%
Truist Financial
42
Truist Financial
North Carolina
$92.6M -$1.81M -58,147 -2%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$90.8M +$648K +20,849 +0.7%
Lido Advisors
44
Lido Advisors
California
$90.7M -$1.86M -59,779 -2%
GAM
45
Gemmer Asset Management
California
$89.5M +$11.5M +370,659 +14%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$88.4M -$2.33M -75,061 -2%
AssetMark Inc
47
AssetMark Inc
California
$84.7M +$233K +7,504 +0.3%
UCFA
48
United Capital Financial Advisors
Texas
$84.7M +$1.84M +59,169 +2%
LFS
49
Legacy Financial Strategies
Kansas
$84.5M +$1.44M +46,364 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$84.4M -$10.4M -336,062 -10%