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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
526
Wescott Financial Advisory Group
Pennsylvania
$373K +$64 +4 +0%
SFWA
527
Summit Financial Wealth Advisors
Louisiana
$372K +$60.7K +3,800 +19%
FRA
528
Front Row Advisors
California
$370K
TWA
529
TCI Wealth Advisors
Arizona
$367K -$2.62K -164 -0.6%
CFO
530
Collective Family Office
Pennsylvania
$365K -$166K -10,396 -29%
HL
531
HeadInvest LLC
Maine
$360K +$77.7K +4,860 +24%
PAMG
532
Patton Albertson Miller Group
Tennessee
$359K -$399K -24,960 -50%
AA
533
Apriem Advisors
California
$359K -$32.9K -2,060 -8%
WP
534
WealthSource Partners
California
$357K -$650K -40,660 -62%
MWM
535
MBE Wealth Management
Wisconsin
$356K +$64 +4 +0%
DADC
536
D.A. Davidson & Co
Montana
$354K +$390K +24,412 New
SIA
537
Soltis Investment Advisors
Utah
$348K -$7.93K -496 -2%
Bank of New York Mellon
538
Bank of New York Mellon
New York
$348K -$3.77K -236 -1%
OWM
539
Orgel Wealth Management
Wisconsin
$342K +$377K +23,572 New
DCM
540
Donaldson Capital Management
Indiana
$339K
HWA
541
Heritage Wealth Advisors
Virginia
$339K
CAI
542
Capital Advisors Inc
Oklahoma
$335K +$89.5K +5,600 +32%
KA
543
Klingman & Associates
New York
$333K
MFG
544
Merit Financial Group
Georgia
$333K +$101K +6,308 +38%
PIMG
545
Patriot Investment Management Group
Tennessee
$332K -$1.66K -104 -0.5%
TPW
546
Tiller Private Wealth
Pennsylvania
$332K
CIA
547
Capital Investment Advisors
Georgia
$331K -$296K -18,532 -45%
CDIA
548
Capital Directions Investment Advisors
Georgia
$331K
EK
549
Evensky & Katz
Florida
$331K
SA
550
SRH Advisors
Kansas
$330K