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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
751
Albion Financial Group
Utah
$194K -$44.2K -2,912 -20%
BF
752
BOK Financial
Oklahoma
$194K -$92.6K -6,100 -34%
EWM
753
Evermay Wealth Management
Virginia
$191K +$4.43K +292 +3%
KM
754
Kalos Management
Georgia
$183K -$22.5K -1,484 -12%
SL
755
Savior LLC
Massachusetts
$179K -$2.73K -180 -2%
Bank of Montreal
756
Bank of Montreal
Ontario, Canada
$179K -$52.5K -3,456 -24%
GT
757
Glenmede Trust
Pennsylvania
$172K +$42.9K +2,824 +36%
HF
758
Halpern Financial
Virginia
$169K +$6.07K +400 +4%
CFO
759
CVA Family Office
Colorado
$156K -$30.4K -2,000 -17%
CA
760
Clearstead Advisors
Ohio
$154K +$121 +8 +0.1%
AIM
761
Anchor Investment Management
South Carolina
$151K -$12.2K -804 -8%
CFB
762
Cullen/Frost Bankers
Texas
$146K +$182 +12 +0.1%
EWP
763
Elevation Wealth Partners
California
$143K +$133K +8,768 New
Bessemer Group
764
Bessemer Group
New Jersey
$142K -$322K -21,216 -71%
HBW
765
Hazlett, Burt & Watson
West Virginia
$132K +$41.6K +2,744 +52%
PB
766
Pinnacle Bancorp
Nebraska
$131K
TF
767
TimeScale Financial
Massachusetts
$131K
PAI
768
Pittenger & Anderson Inc
Nebraska
$127K +$21.2K +1,400 +22%
SFC
769
SYM Financial Corp
Indiana
$127K -$8.13K -536 -6%
RFA
770
Resurgent Financial Advisors
Georgia
$124K +$61 +4 +0.1%
EWM
771
Endurance Wealth Management
Rhode Island
$117K
PMFA
772
Plante Moran Financial Advisors
Michigan
$111K -$79.5K -5,240 -44%
GGI
773
Godsey & Gibb Inc
Virginia
$108K +$101K +6,640 New
Franklin Resources
774
Franklin Resources
California
$108K +$100K +6,616 New
GI
775
Gradient Investments
Minnesota
$96.2K