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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
551
Custos Family Office
Texas
$1.6M -$71.3K -2,832 -4%
RWM
552
Revisor Wealth Management
Ohio
$1.57M -$59.1K -2,348 -4%
AF
553
Advisornet Financial
Minnesota
$1.55M -$8.15K -324 -0.5%
HSA
554
HBK Sorce Advisory
Pennsylvania
$1.55M +$38.3K +1,520 +3%
IA
555
Insight Advisors
Pennsylvania
$1.54M -$497K -19,736 -25%
VA
556
Valmark Advisers
Ohio
$1.53M -$287K -11,404 -16%
B
557
Bailard
California
$1.53M
SG
558
StoneX Group
New York
$1.52M +$416K +16,520 +40%
CCA
559
Clearwater Capital Advisors
Illinois
$1.49M
YLHM
560
Yelin Lapidot Holdings Management
Israel
$1.49M -$100K -3,980 -7%
GAA
561
Guardian Asset Advisors
Pennsylvania
$1.48M -$741K -29,452 -34%
NHT
562
New Hampshire Trust
New Hampshire
$1.47M +$224K +8,908 +19%
RIS
563
Retirement Income Solutions
Michigan
$1.46M
TNA
564
True North Advisors
Texas
$1.45M -$23.1K -916 -2%
SWM
565
Segment Wealth Management
Texas
$1.44M -$57.2K -2,272 -4%
AWA
566
Acorn Wealth Advisors
Michigan
$1.43M +$214K +8,516 +18%
MA
567
Modus Advisors
Minnesota
$1.42M -$139K -5,528 -9%
SQA
568
Simon Quick Advisors
New Jersey
$1.42M -$23.4K -928 -2%
RWRC
569
R.W. Roge & Company
New York
$1.41M -$20.2K -804 -1%
AIM
570
AMI Investment Management
Indiana
$1.4M -$20.5K -816 -1%
GWM
571
Gray Wealth Management
Maine
$1.4M -$30K -1,192 -2%
QWP
572
Quotient Wealth Partners
Texas
$1.39M +$700K +27,820 +109%
Goldman Sachs
573
Goldman Sachs
New York
$1.39M -$257K -10,212 -16%
DWM
574
Destination Wealth Management
California
$1.38M -$42.7K -1,696 -3%
SA
575
Strategic Advisors
New York
$1.36M +$288K +11,428 +28%