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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DY
501
Dowling & Yahnke
California
$419K -$7.39K -472 -2%
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$412K +$251 +16 +0.1%
FWCM
503
Ferguson Wellman Capital Management
Oregon
$412K +$226K +14,400 +95%
WP
504
WealthSource Partners
California
$411K +$75.5K +4,820 +20%
MA
505
MONECO Advisors
Connecticut
$405K -$83.8K -5,348 -16%
CSIC
506
Clifford Swan Investment Counsel
California
$404K -$1.88K -120 -0.4%
MWM
507
Modera Wealth Management
New Jersey
$402K +$188 +12 +0%
LRPA
508
L. Roy Papp & Associates
Arizona
$401K
GWM
509
Gray Wealth Management
Maine
$400K +$5.95K +380 +1%
EW
510
Element Wealth
Mississippi
$399K
OAJ
511
Ogorek Anthony Joseph
New York
$397K -$18.5K -1,180 -4%
SFWA
512
Summit Financial Wealth Advisors
Louisiana
$396K +$56.1K +3,580 +15%
CWM
513
Cabot Wealth Management
Massachusetts
$395K -$2.69K -172 -0.6%
WIM
514
WealthPlan Investment Management
Nebraska
$394K +$427K +27,252 New
CCM
515
Crew Capital Management
Ohio
$392K
VAS
516
Valicenti Advisory Services
New York
$386K -$160K -10,240 -27%
API
517
Advisor Partners II
California
$386K +$434K +27,680 New
LFAS
518
Level Four Advisory Services
Texas
$382K
AWE
519
Avidian Wealth Enterprises
Texas
$382K +$2.44K +156 +0.6%
WFAG
520
Wescott Financial Advisory Group
Pennsylvania
$381K +$23.8K +1,516 +6%
ABC
521
Associated Banc-Corp
Wisconsin
$379K
WPW
522
Warther Private Wealth
Ohio
$376K -$131K -8,356 -24%
BPWM
523
Badgley Phelps Wealth Managers
Washington
$376K
SFG
524
Synergy Financial Group
California
$375K -$5.08K -324 -1%
CB
525
Commerce Bank
Missouri
$370K +$178K +11,380 +75%