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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
776
Mark Sheptoff Financial Planning
Connecticut
$3K
TFA
777
Toth Financial Advisory
Virginia
$3K +$3.65K +228 New
CAAS
778
Capital Asset Advisory Services
Michigan
$2K -$10.2K -640 -82%
AA
779
Addison Advisors
Vermont
$2K
TCWM
780
Total Clarity Wealth Management
Illinois
$2K +$1.66K +104 New
TRCT
781
Tower Research Capital (TRC)
New York
$1K -$38.6K -2,416 -96%
HCP
782
Hexagon Capital Partners
Arkansas
$1K
HS
783
Horan Securities
United States
$1K
HR
784
Howe & Rusling
New York
$1K
IHWM
785
Iron Horse Wealth Management
Iowa
$1K
MA
786
Montag & Associates
Georgia
$1K
LFA
787
Level Financial Advisors
New York
$1K +$384 +24 +33%
FANJ
788
Financial Architects (New Jersey)
New Jersey
-$4.16M -222,212 Closed
ADL
789
Asset Dedication LLC
California
-$2.84M -151,808 Closed
ECM
790
Evergreen Capital Management
Washington
-$1.69M -90,080 Closed
CSWM
791
Cassady Schiller Wealth Management
Ohio
-$1.55M -82,860 Closed
CIC
792
Cornercap Investment Counsel
Georgia
-$1.54M -82,108 Closed
SA
793
Strategic Advisors
New York
-$1.32M -70,884 Closed
AC
794
Avestar Capital
New York
-$1.15M -61,296 Closed
AIP
795
Almanack Investment Partners
Pennsylvania
-$1.12M -59,836 Closed
TF
796
Theory Financial
Colorado
-$889K -47,528 Closed
Jane Street
797
Jane Street
New York
-$878K -46,952 Closed
WIC
798
Woodmont Investment Counsel
Tennessee
-$701K -37,492 Closed
MOS
799
MGO One Seven
Ohio
-$679K -36,324 Closed
VT
800
Vise Technologies
New York
-$591K -31,592 Closed