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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$49.9M -$498K -22,532 -1%
KAS
52
Kestra Advisory Services
Texas
$47.7M +$1.55M +70,068 +4%
HWM
53
HRC Wealth Management
Idaho
$47.5M +$351K +15,864 +0.8%
DWM
54
Dechtman Wealth Management
Colorado
$47M +$3.06M +138,560 +7%
FC
55
Forte Capital
New York
$46.9M +$1.58M +71,612 +4%
FMP
56
Financial Management Professionals
Texas
$46.7M +$953K +43,088 +2%
FCI
57
Financial Counselors Inc
Kansas
$46.6M -$4.29M -194,160 -9%
MCM
58
MAI Capital Management
Ohio
$46.5M +$669K +30,228 +2%
KLI
59
Kelman-Lazarov Inc
Tennessee
$46.5M -$470K -21,252 -1%
NCMW
60
Northern Capital Management (Washington)
Washington
$46.3M +$1.32M +59,788 +3%
ACM
61
Advance Capital Management
Michigan
$45.7M +$43.1M +1,948,560 +8,500%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$45.5M +$37.6M +1,698,984 +644%
AAS
63
Avantax Advisory Services
Texas
$45.1M +$9.58M +433,248 +29%
UBS Group
64
UBS Group
Switzerland
$44.3M +$181K +8,204 +0.4%
NFG
65
Nadler Financial Group
Illinois
$43.8M +$501K +22,672 +1%
GAM
66
Gemmer Asset Management
California
$43.7M -$1.39M -62,696 -3%
BFS
67
Burkett Financial Services
South Carolina
$43.3M -$1.61M -72,684 -4%
Creative Planning
68
Creative Planning
Kansas
$43M -$3.5M -158,368 -8%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$41.6M -$277K -12,544 -0.7%
PWS
70
Private Wealth Strategies
Ohio
$40.8M +$8.5M +384,188 +28%
CCMG
71
Clark Capital Management Group
Pennsylvania
$39.6M -$4.27M -193,000 -10%
HWM
72
HB Wealth Management
Georgia
$38M -$563K -25,436 -2%
TWM
73
Tradition Wealth Management
Minnesota
$37.3M -$29.2M -1,321,496 -45%
SWRP
74
Summit Wealth & Retirement Planning
California
$37M +$1.62M +73,360 +5%
XF
75
XML Financial
Maryland
$36.9M -$164K -7,420 -0.5%