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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
Baystate Wealth Management
Massachusetts
$277K -$5.28K -348 -2%
AG
677
Advocate Group
Minnesota
$274K
GWA
678
Geometric Wealth Advisors
District of Columbia
$274K
DIS
679
Diversified Investment Strategies
Louisiana
$272K +$253K +16,672 New
WIP
680
WealthCare Investment Partners
Rhode Island
$269K +$251K +16,532 New
LF
681
Lantz Financial
Illinois
$268K -$9.41K -620 -4%
MSS
682
Mitchell Sinkler & Starr
Pennsylvania
$268K +$250K +16,472 New
SI
683
Stephens Inc
Arkansas
$268K +$3.34K +220 +1%
MCC
684
Money Concepts Capital
Florida
$265K +$117K +7,692 +6%
ACA
685
Ascension Capital Advisors
Texas
$265K +$6.74K +444 +3%
WCFA
686
Walkner Condon Financial Advisors
Wisconsin
$264K +$13.3K +876 +6%
Bank of New York Mellon
687
Bank of New York Mellon
New York
$264K +$121 +8 +0%
FPW
688
Flagship Private Wealth
Massachusetts
$262K
IF
689
Ironwood Financial
Arizona
$262K
AIM
690
AHL Investment Management
Florida
$261K
AAS
691
Annex Advisory Services
Wisconsin
$261K -$13.2K -872 -5%
FFA
692
Farther Finance Advisors
California
$261K +$41K +2,700 +20%
AMM
693
American Money Management
California
$260K +$243 +16 +0.1%
MC
694
Montag & Caldwell
Georgia
$258K
PFA
695
Pure Financial Advisors
California
$255K +$238K +15,676 New
DAM
696
Delta Asset Management
Tennessee
$255K +$18.2K +1,200 +8%
BB
697
Bell Bank
North Dakota
$253K -$1.3M -85,704 -85%
FCA
698
FinTrust Capital Advisors
South Carolina
$251K
TI
699
Truepoint Inc
Ohio
$251K +$234K +15,408 New
VHAM
700
Van Hulzen Asset Management
California
$250K