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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
676
CVA Family Office
Colorado
$237K +$160 +8 +0.1%
LWM
677
Loveless Wealth Management
Montana
$236K +$230K +11,520 New
RFN
678
RDA Financial Network
Iowa
$236K +$231K +11,552 New
RA
679
Rodgers & Associates
Pennsylvania
$235K
MCCP
680
Mission Creek Capital Partners
California
$233K
BWM
681
BNC Wealth Management
Oregon
$233K +$228K +11,400 New
Bank of Montreal
682
Bank of Montreal
Ontario, Canada
$232K +$4.64K +232 +2%
PCA
683
Providence Capital Advisors
North Carolina
$231K -$62K -3,104 -22%
VA
684
Valmark Advisers
Ohio
$231K -$5.12K -256 -2%
EWM
685
Evermay Wealth Management
Virginia
$230K -$8K -400 -3%
GHAM
686
Gilman Hill Asset Management
Connecticut
$228K +$223K +11,160 New
HL
687
HeadInvest LLC
Maine
$226K +$220K +11,024 New
AWM
688
Axxcess Wealth Management
California
$226K +$221K +11,040 New
GC
689
Grimes & Company
Massachusetts
$225K -$24.8K -1,240 -10%
SCA
690
STALEY CAPITAL ADVISERS
Pennsylvania
$223K -$80K -4,000 -27%
RDWM
691
Red Door Wealth Management
Tennessee
$223K
BFA
692
Bragg Financial Advisors
North Carolina
$222K
ISL
693
Ingalls & Snyder LLC
New York
$220K -$16K -800 -7%
HIC
694
Hartline Investment Corp
Illinois
$220K -$13.4K -672 -6%
FRA
695
Frank Rimerman Advisors
California
$219K +$214K +10,688 New
SPA
696
Sentinel Pension Advisors
Massachusetts
$217K -$15.7K -784 -7%
CSIA
697
Charles Schwab Investment Advisory
California
$217K +$211K +10,576 New
WS
698
Wedbush Securities
California
$217K +$212K +10,592 New
MCP
699
Mirador Capital Partners
California
$216K +$211K +10,560 New
ET
700
Equitable Trust
Tennessee
$215K +$210K +10,528 New