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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
826
Flagship Harbor Advisors
Massachusetts
$504K +$906 +36 +0.2%
VAS
827
Valicenti Advisory Services
New York
$503K +$16.1K +640 +3%
RC
828
Roundview Capital
New Jersey
$499K – – –
AIM
829
Avity Investment Management
Connecticut
$498K +$101 +4 +0%
CPSAC
830
Chas P. Smith & Associates (CPS)
Florida
$495K – – –
GCIM
831
Gunn & Company Investment Management
Florida
$495K – – –
IWA
832
IVC Wealth Advisors
Pennsylvania
$492K – – –
MW
833
Marcum Wealth
Ohio
$488K -$186K -7,372 -28%
BFG
834
Beacon Financial Group
Texas
$487K -$93.4K -3,712 -17%
Klingman & Associates
835
Klingman & Associates
New York
$485K -$604 -24 -0.1%
FTDI
836
First Trust Direct Indexing
Massachusetts
$485K -$47.1K -1,872 -9%
QP
837
Quartz Partners
New York
$477K +$461K +18,332 New
AFA
838
Alpha Financial Advisors
North Carolina
$476K – – –
WIP
839
WealthCare Investment Partners
Rhode Island
$475K -$27.1K -1,076 -6%
FA
840
Fortis Advisors
Pennsylvania
$475K +$70.4K +2,796 +18%
North Star Asset Management
841
North Star Asset Management
Wisconsin
$470K +$31.9K +1,268 +8%
Quadrature Capital
842
Quadrature Capital
United Kingdom
$467K +$451K +17,936 New
MA
843
MONECO Advisors
Connecticut
$465K -$16K -636 -3%
Natixis Advisors
844
Natixis Advisors
Massachusetts
$463K +$164K +6,524 +10%
Glenview Trust
845
Glenview Trust
Kentucky
$462K – – –
Caprock Group
846
Caprock Group
Idaho
$458K – – –
AC
847
Annandale Capital
Texas
$454K +$906 +36 +0.2%
Verition Fund Management
848
Verition Fund Management
Connecticut
$453K +$438K +17,412 New
LFA
849
LGT Financial Advisors
Texas
$452K +$3.83K +152 +0.9%
FFO
850
Fiduciary Family Office
Florida
$450K -$149K -5,904 -25%