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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SteelPeak Wealth
California
$327K +$9.59K +632 +3%
PWM
502
Provident Wealth Management
Tennessee
$326K +$21.7K +1,432 +8%
HI
503
Hudock Inc
Pennsylvania
$323K +$13.1K +864 +4%
CHP
504
Cable Hill Partners
Oregon
$320K
MWM
505
Mission Wealth Management
California
$318K -$24.3K -1,600 -7%
Baird Financial Group
506
Baird Financial Group
Wisconsin
$316K +$298K +19,656 New
CAG
507
Csenge Advisory Group
Florida
$312K -$70.5K -4,648 -19%
PFPT
508
Pinnacle Financial Partners (Tennessee)
Tennessee
$312K
VHAM
509
Van Hulzen Asset Management
California
$310K -$7.89K -520 -3%
PAM
510
Private Asset Management
California
$309K -$4.73K -312 -2%
KWM
511
Keebeck Wealth Management
Illinois
$309K +$292K +19,240 New
PGWM
512
Parisi Gray Wealth Management
New Jersey
$307K
CRC
513
Curi RMB Capital
Illinois
$306K
Bank of Montreal
514
Bank of Montreal
Ontario, Canada
$306K +$40.2K +2,648 +16%
M&T Bank
515
M&T Bank
New York
$306K +$289K +19,056 New
CPSAC
516
Chas P. Smith & Associates (CPS)
Florida
$305K
OWP
517
Obermeyer Wealth Partners
Colorado
$305K
LF
518
Lantz Financial
Illinois
$300K
CBT
519
Capital Bank & Trust
California
$289K -$260K -17,136 -49%
CM
520
Columbus Macro
Pennsylvania
$289K -$127K -8,360 -32%
RC
521
Roundview Capital
New Jersey
$288K +$273K +17,968 New
PTP
522
Platform Technology Partners
New York
$285K
PA
523
PSI Advisors
Florida
$280K -$99.5K -6,560 -27%
SCA
524
STALEY CAPITAL ADVISERS
Pennsylvania
$276K
IWM
525
IHT Wealth Management
Illinois
$274K