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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Farmers & Merchants Investments Inc
801
Farmers & Merchants Investments Inc
Nebraska
$555K – – –
EFP
802
Elser Financial Planning
Indiana
$552K +$533K +21,184 New
SA
803
SRH Advisors
Kansas
$551K – – –
NIWA
804
New Insight Wealth Advisors
California
$548K +$34.4K +1,368 +7%
GWMR
805
GC Wealth Management RIA
Massachusetts
$547K +$291K +11,552 +122%
MWM
806
MBE Wealth Management
Wisconsin
$539K +$604 +24 +0.1%
AFA
807
Atlas Financial Advisors
California
$539K +$53.8K +2,136 +12%
PIA
808
Pinion Investment Advisors
Kansas
$536K +$503 +20 +0.1%
CWM
809
Cabot Wealth Management
Massachusetts
$536K -$201 -8 -0%
ACM
810
AlphaStar Capital Management
North Carolina
$534K +$516K +20,500 New
UAG
811
United Advisor Group
Ohio
$533K -$402K -15,964 -44%
Scotia Capital
812
Scotia Capital
Ontario, Canada
$531K -$28K -1,112 -5%
BAWC
813
Boyce & Associates Wealth Consulting
Texas
$529K +$11K +436 +2%
GCM
814
Gallacher Capital Management
Colorado
$529K +$1.01K +40 +0.2%
SW
815
SMART Wealth
Nebraska
$529K +$27.9K +1,108 +6%
OL
816
Owen LaRue
Kentucky
$524K -$86.9K -3,452 -15%
WP
817
Westmount Partners
California
$524K +$302 +12 +0.1%
CA
818
Calton & Associates
Florida
$522K +$504K +20,036 New
TPW
819
Tiller Private Wealth
Pennsylvania
$521K – – –
NG
820
NWK Group
California
$521K – – –
Truepoint Inc
821
Truepoint Inc
Ohio
$517K +$126K +5,008 +34%
PGAM
822
Princeton Global Asset Management
New Jersey
$516K +$42.8K +1,700 +9%
WFA
823
WMG Financial Advisors
Tennessee
$515K +$20.1K +800 +4%
BDFN
824
Bond & Devick Financial Network
Minnesota
$514K – – –
Pure Financial Advisors
825
Pure Financial Advisors
California
$504K +$21.2K +844 +5%