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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
776
SYM Financial Corp
Indiana
$603K -$73.9K -2,936 -11%
LWM
777
Lakeridge Wealth Management
Ohio
$603K +$48.3K +1,920 +9%
RA
778
Resolute Advisors
California
$602K +$582K +23,128 New
TA
779
TFB Advisors
Kansas
$601K +$39.1K +1,552 +7%
OAM
780
Oppenheimer Asset Management
New York
$597K -$3.62K -144 -0.6%
SC
781
Soundwatch Capital
Connecticut
$595K +$575K +22,832 New
TPWM
782
Twelve Points Wealth Management
Massachusetts
$589K -$133K -5,296 -19%
CAI
783
Capital Advisors Inc
Oklahoma
$589K -$1.51K -60 -0.3%
PCMC
784
Planning Capital Management Corporation
Pennsylvania
$587K +$705 +28 +0.1%
SIA
785
Soltis Investment Advisors
Utah
$587K -$17K -676 -3%
EK
786
Evensky & Katz
Florida
$586K
AIA
787
Accelerate Investment Advisors
California
$584K +$564K +22,428 New
RWM
788
RBA Wealth Management
California
$581K +$10.2K +404 +2%
PTC
789
Private Trust Company
Ohio
$578K +$135K +5,360 +32%
HI
790
Hoey Investments
Pennsylvania
$572K
MAS
791
Meeder Advisory Services
Ohio
$571K +$552K +21,932 New
FWTB
792
First Western Trust Bank
Colorado
$571K
GG
793
Greenwood Gearhart
Arkansas
$569K +$2.72K +108 +0.5%
SCM
794
SOL Capital Management
Maryland
$567K -$7.55K -300 -1%
SFG
795
Synergy Financial Group
California
$567K -$403 -16 -0.1%
PCM
796
Pennsylvania Capital Management
Pennsylvania
$564K +$503 +20 +0.1%
Wealthfront Advisers
797
Wealthfront Advisers
California
$560K +$329K +13,084 +155%
BC
798
Burney Company
Virginia
$558K
WBC
799
West Branch Capital
Massachusetts
$555K +$1.11K +44 +0.2%
FMII
800
Farmers & Merchants Investments Inc
Nebraska
$555K