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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
826
Valicenti Advisory Services
New York
$503K +$16.1K +640 +3%
RC
827
Roundview Capital
New Jersey
$499K
AIM
828
Avity Investment Management
Connecticut
$498K +$101 +4 +0%
CPSAC
829
Chas P. Smith & Associates (CPS)
Florida
$495K
GCIM
830
Gunn & Company Investment Management
Florida
$495K
IWA
831
IVC Wealth Advisors
Pennsylvania
$492K
MW
832
Marcum Wealth
Ohio
$488K -$186K -7,372 -28%
BFG
833
Beacon Financial Group
Texas
$487K -$93.4K -3,712 -17%
KA
834
Klingman & Associates
New York
$485K -$604 -24 -0.1%
FTDI
835
First Trust Direct Indexing
Massachusetts
$485K -$47.1K -1,872 -9%
QP
836
Quartz Partners
New York
$477K +$461K +18,332 New
AFA
837
Alpha Financial Advisors
North Carolina
$476K
WIP
838
WealthCare Investment Partners
Rhode Island
$475K -$27.1K -1,076 -6%
FA
839
Fortis Advisors
Pennsylvania
$475K +$70.4K +2,796 +18%
NSAM
840
North Star Asset Management
Wisconsin
$470K +$31.9K +1,268 +8%
QC
841
Quadrature Capital
United Kingdom
$467K +$451K +17,936 New
MA
842
MONECO Advisors
Connecticut
$465K -$16K -636 -3%
Natixis Advisors
843
Natixis Advisors
Massachusetts
$463K +$164K +6,524 +10%
GT
844
Glenview Trust
Kentucky
$462K
CG
845
Caprock Group
Idaho
$458K
AC
846
Annandale Capital
Texas
$454K +$906 +36 +0.2%
Verition Fund Management
847
Verition Fund Management
Connecticut
$453K +$438K +17,412 New
LFA
848
LGT Financial Advisors
Texas
$452K +$3.83K +152 +0.9%
FFO
849
Fiduciary Family Office
Florida
$450K -$149K -5,904 -25%
BW
850
BIP Wealth
Georgia
$449K +$87.7K +3,484 +25%