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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
926
Phillips Financial Management
Indiana
$18.5K
FFA
927
Fairfield Financial Advisors
Massachusetts
$17.9K
GWSG
928
GPS Wealth Strategies Group
Colorado
$17.7K
JFG
929
JDM Financial Group
Texas
$17.3K
VWM
930
Valley Wealth Managers
New Jersey
$16.5K +$75 +4 +0.4%
SSB
931
Sandy Spring Bank
Maryland
$16K +$75 +4 +0.5%
MBFW
932
Morton Brown Family Wealth
Pennsylvania
$15.9K
OIA
933
Optimum Investment Advisors
Illinois
$15.8K
AWM
934
AllSquare Wealth Management
New York
$15.4K
RCM
935
Raleigh Capital Management
North Carolina
$15.3K
CAM
936
Chesapeake Asset Management
New York
$15.3K
CT
937
Cambridge Trust
Massachusetts
$15.1K -$7.15K -380 -31%
FWA
938
FSC Wealth Advisors
New York
$14.7K -$9.01M -478,720 -100%
CFS
939
CGC Financial Services
Oregon
$14.5K
HIA
940
Harbor Investment Advisory
Maryland
$13.4K
National Bank of Canada
941
National Bank of Canada
Quebec, Canada
$12.2K -$32.8K -1,744 -72%
BWM
942
Baystate Wealth Management
Massachusetts
$12K
AWM
943
Aberdeen Wealth Management
Illinois
$10.9K
WWP
944
WR Wealth Planners
Missouri
$10.2K -$4.59K -244 -30%
HNB
945
Huntington National Bank
Ohio
$9.6K
C
946
Covestor
United Kingdom
$9K
AIC
947
Archer Investment Corporation
Indiana
$7.71K
KFI
948
Key Financial Inc
Pennsylvania
$7.27K
PP
949
PrairieView Partners
Minnesota
$7K +$7.53K +400 New
HT
950
Headlands Technologies
Illinois
$6.18K -$5.65K -300 -47%