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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HUB Investment Partners
951
HUB Investment Partners
Texas
$472K +$15.2K +556 +3%
BFA
952
Beacon Financial Advisory
Ohio
$472K +$142K +5,205 +44%
PFA
953
Pathway Financial Advisors
Vermont
$468K – – –
MLA
954
My Legacy Advisors
Oregon
$467K +$47.3K +1,728 +12%
GWA
955
Geometric Wealth Advisors
District of Columbia
$465K – – –
CWP
956
Core Wealth Partners
California
$465K +$52.5K +1,920 +13%
TP
957
Tranquility Partners
Tennessee
$464K -$6.7K -245 -1%
HCM
958
Hall Capital Management
Rhode Island
$462K +$453K +16,566 New
Ritholtz Wealth Management
959
Ritholtz Wealth Management
New York
$461K -$27 -1 -0%
AFA
960
American Financial Advisors
Georgia
$460K -$16.5K -604 -4%
Cullen/Frost Bankers
961
Cullen/Frost Bankers
Texas
$456K +$263K +9,607 +142%
EFG
962
Ehrlich Financial Group
California
$453K +$111K +4,077 +33%
FG
963
Fairman Group
Pennsylvania
$449K +$410 +15 +0.1%
GCM
964
G2 Capital Management
Ohio
$448K – – –
Smith Salley Wealth Management
965
Smith Salley Wealth Management
North Carolina
$448K +$22.5K +821 +5%
Citizens Financial Group
966
Citizens Financial Group
Rhode Island
$448K +$55 +2 +0%
Carnegie Investment Counsel
967
Carnegie Investment Counsel
Ohio
$448K -$7.28K -266 -2%
SW
968
SMART Wealth
Nebraska
$448K -$116K -4,231 -21%
LF
969
Lantz Financial
Illinois
$447K – – –
ZF
970
Zhang Financial
Michigan
$447K +$439K +16,047 New
CL
971
CVFG LLC
Indiana
$447K +$438K +16,032 New
FA
972
Fortis Advisors
Pennsylvania
$446K -$61.1K -2,234 -12%
GWS
973
Glassman Wealth Services
Virginia
$444K +$711 +26 +0.2%
BFWM
974
Bright Futures Wealth Management
New York
$441K +$424K +15,498 New
MWM
975
Manske Wealth Management
Texas
$440K +$432K +15,800 New