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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
601
Good Life Advisors
Pennsylvania
$267K -$3.51K -224 -1%
RC
602
Roundview Capital
New Jersey
$267K +$18.7K +1,196 +7%
RFC
603
Regions Financial Corp
Alabama
$265K -$5.64K -360 -2%
CPSAC
604
Chas P. Smith & Associates (CPS)
Florida
$265K
OWP
605
Obermeyer Wealth Partners
Colorado
$265K
BAWC
606
Boyce & Associates Wealth Consulting
Texas
$264K +$3.45K +220 +1%
GG
607
Greenwood Gearhart
Arkansas
$264K +$52.6K +3,360 +22%
FFS
608
Founders Financial Securities
Maryland
$263K +$49.6K +3,168 +20%
ACM
609
AlphaStar Capital Management
North Carolina
$262K -$1.46M -93,100 -83%
MFG
610
Merit Financial Group
Georgia
$262K -$66.2K -4,228 -18%
SI
611
Stephens Inc
Arkansas
$262K +$295K +18,800 New
TI
612
Truepoint Inc
Ohio
$258K -$229K -14,616 -44%
MI
613
Moneywise Inc
Virginia
$257K +$251 +16 +0.1%
BWFA
614
Baltimore-Washington Financial Advisors
Maryland
$257K +$29K +1,848 New
BOPW
615
Brandywine Oak Private Wealth
Pennsylvania
$255K +$287K +18,344 New
PWM
616
Praetorian Wealth Management
California
$254K +$286K +18,248 New
PAMG
617
Patton Albertson Miller Group
Tennessee
$247K -$110K -7,020 -28%
BBA
618
BLB&B Advisors
Pennsylvania
$247K +$3.57K +228 +1%
JIR
619
James Investment Research
Ohio
$246K +$125K +7,984 +83%
FWM
620
Finer Wealth Management
Massachusetts
$244K +$20.8K +1,328 +8%
Qube Research & Technologies (QRT)
621
Qube Research & Technologies (QRT)
United Kingdom
$240K +$142K +9,044 +111%
AIM
622
AHL Investment Management
Florida
$239K
GKWIM
623
Gerber Kawasaki Wealth & Investment Management
California
$239K +$1.5K +96 +0.6%
LF
624
Lantz Financial
Illinois
$238K
AAS
625
Annex Advisory Services
Wisconsin
$236K +$63 +4 +0%