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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
701
Waterfront Wealth
Kansas
$212K
AGA
702
Arkos Global Advisors
Texas
$211K
RWM
703
Ritholtz Wealth Management
New York
$210K -$146K -10,156 -40%
IC
704
IEQ Capital
California
$209K +$345 +24 +0.2%
IWM
705
Iams Wealth Management
Nebraska
$208K +$215K +14,976 New
EWMCB
706
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$207K +$214K +14,908 New
AFG
707
Albion Financial Group
Utah
$206K -$28K -1,948 -12%
AF
708
Allworth Financial
California
$205K +$33.8K +2,352 +19%
PCA
709
Personal Capital Advisors
California
$205K +$212K +14,760 New
FLPIM
710
F.L. Putnam Investment Management
Massachusetts
$204K +$212K +14,716 New
GWANC
711
Guardian Wealth Advisors (North Carolina)
North Carolina
$204K +$3.91K +272 +2%
ACA
712
Aptus Capital Advisors
Alabama
$204K -$13.7K -952 -6%
SHA
713
Seneca House Advisors
Virginia
$204K +$211K +14,652 New
AWC
714
Adamsbrown Wealth Consultants
Kansas
$203K -$64.9K -4,512 -24%
Bank of Montreal
715
Bank of Montreal
Ontario, Canada
$202K +$69.9K +4,864 +51%
RG
716
Retirement Group
California
$201K +$89.1K +6,200 +75%
DAM
717
Delta Asset Management
Tennessee
$201K
GFWA
718
Grey Fox Wealth Advisors
Delaware
$200K +$207K +14,408 New
HWM
719
Hohimer Wealth Management
Washington
$200K
HI
720
Hoey Investments
Pennsylvania
$197K -$1.84K -128 -0.9%
FFA
721
Farther Finance Advisors
California
$185K +$191K +13,296 New
GWS
722
Glassman Wealth Services
Virginia
$183K
KM
723
Kalos Management
Georgia
$177K +$183K +12,740 New
SWA
724
SOA Wealth Advisors
New York
$175K -$13.9K -968 -7%
SWM
725
Spire Wealth Management
Virginia
$172K +$3.33K +232 +2%