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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Modera Wealth Management
551
Modera Wealth Management
New Jersey
$401K +$115 +8 +0%
LRPA
552
L. Roy Papp & Associates
Arizona
$400K – – –
CA
553
Calton & Associates
Florida
$398K +$202K +14,072 +96%
VAS
554
Valicenti Advisory Services
New York
$398K +$14.2K +988 +4%
EW
555
Element Wealth
Mississippi
$398K – – –
GWM
556
Gray Wealth Management
Maine
$397K -$1.09K -76 -0.3%
OAJ
557
Ogorek Anthony Joseph
New York
$395K +$230 +16 +0.1%
Goldman Sachs
558
Goldman Sachs
New York
$394K -$542K -37,672 -57%
TCI Wealth Advisors
559
TCI Wealth Advisors
Arizona
$390K +$24.3K +1,692 +6%
Silvercrest Asset Management
560
Silvercrest Asset Management
New York
$385K +$399K +27,728 New
GA
561
Goldstein Advisors
Wisconsin
$385K +$398K +27,688 New
Advisor Partners II
562
Advisor Partners II
California
$385K – – –
Avidian Wealth Enterprises
563
Avidian Wealth Enterprises
Texas
$381K +$748 +52 +0.2%
Level Four Advisory Services
564
Level Four Advisory Services
Texas
$381K – – –
WFAG
565
Wescott Financial Advisory Group
Pennsylvania
$379K +$115 +8 +0%
CCM
566
Crew Capital Management
Ohio
$379K -$11.7K -816 -3%
SOS
567
Silver Oak Securities
Tennessee
$378K -$927K -64,484 -70%
Associated Banc-Corp
568
Associated Banc-Corp
Wisconsin
$377K – – –
SFG
569
SevenBridge Financial Group
Pennsylvania
$374K +$15.5K +1,076 +4%
Mission Wealth Management
570
Mission Wealth Management
California
$371K +$27.7K +1,928 +8%
Commerce Bank
571
Commerce Bank
Missouri
$368K – – –
DI
572
DFPG Investments
Utah
$368K +$368K +25,600 New
Badgley Phelps Wealth Managers
573
Badgley Phelps Wealth Managers
Washington
$368K -$6.56K -456 -2%
NCM
574
Northwest Capital Management
Oregon
$367K +$633 +44 +0.2%
KeyBank National Association
575
KeyBank National Association
Ohio
$367K – – –