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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
926
Independent Wealth Network
Iowa
$864K +$16.8K +517 +2%
SFS
927
Summit Financial Strategies
Ohio
$862K -$14K -431 -2%
VWM
928
Vermillion Wealth Management
Minnesota
$859K +$69.8K +2,146 +9%
DBIA
929
Dumont & Blake Investment Advisors
New Jersey
$855K -$19.2K -590 -2%
Members Trust
930
Members Trust
Florida
$854K -$5.01K -154 -0.6%
GEM
931
Global Endowment Management
North Carolina
$851K -$36.4K -1,118 -4%
CB
932
Commerce Bank
Missouri
$849K +$27.9K +859 +3%
NB
933
NBT Bank
New York
$847K +$33 +1 +2%
LJAC
934
L.J. Altfest & Co
New York
$841K +$325 +10 +0%
SWA
935
Sax Wealth Advisors
New Jersey
$840K -$27.7K -852 -3%
WKSWA
936
White Knight Strategic Wealth Advisors
New Jersey
$838K
PA
937
Pinnacle Associates
New York
$835K -$16.8K -517 -2%
RIS
938
Richmond Investment Services
Wisconsin
$833K +$233K +7,159 +39%
LSIA
939
LaSalle St. Investment Advisors
Illinois
$833K -$19.4K -596 -2%
VWA
940
VSM Wealth Advisory
Maryland
$830K +$56.7K +1,743 +7%
RZH
941
Relyea Zuckerberg Hanson
Connecticut
$828K -$251K -7,722 -23%
RA
942
Ruggaard & Associates
Ohio
$826K +$33 +1 +0%
CGA
943
Crescent Grove Advisors
Illinois
$825K +$9.3K +286 +1%
CSIC
944
Clifford Swan Investment Counsel
California
$824K
MAS
945
Meeder Advisory Services
Ohio
$823K +$149K +4,585 +22%
SC
946
Soundwatch Capital
Connecticut
$821K -$24.1K -742 -3%
CE
947
Cornerstone Enterprises
Wisconsin
$819K -$87K -2,676 -10%
NG
948
Norden Group
Utah
$818K +$618 +19 +0.1%
SSW
949
Smith Shellnut Wilson
Mississippi
$817K +$568K +17,470 +230%
CCA
950
Clearwater Capital Advisors
Illinois
$817K -$364K -11,196 -31%