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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
951
WealthCare Investment Partners
Rhode Island
$559K +$952 +36 +0.2%
WAT
952
Wealth Advisory Team
Kentucky
$559K +$506K +19,126 New
EverSource Wealth Advisors
953
EverSource Wealth Advisors
Alabama
$556K +$243K +9,199 +93%
MAS
954
Meeder Advisory Services
Ohio
$555K -$12.9K -487 -2%
Brighton Jones LLC
955
Brighton Jones LLC
Washington
$554K +$169K +6,406 +51%
MA
956
MONECO Advisors
Connecticut
$552K -$15.2K -575 -3%
JIP
957
Jaffetilchin Investment Partners
Florida
$551K -$18.3K -694 -4%
PGAM
958
Princeton Global Asset Management
New Jersey
$547K +$53 +2 +0%
PMFA
959
Plante Moran Financial Advisors
Michigan
$547K -$8.51K -322 -2%
SFG
960
Synergy Financial Group
California
$547K -$71.8K -2,715 -13%
FWM
961
Focused Wealth Management
New York
$544K -$264 -10 -0.1%
PTC
962
Private Trust Company
Ohio
$536K -$312K -11,782 -39%
VFG
963
Victory Financial Group
Texas
$534K +$483K +18,284 New
AIM
964
Aspen Investment Management
Michigan
$532K +$264 +10 +0.1%
Citizens Financial Group
965
Citizens Financial Group
Rhode Island
$531K +$79 +3 +0%
Blue Trust Inc
966
Blue Trust Inc
Georgia
$525K +$350K +13,220 +278%
HWM
967
Hohimer Wealth Management
Washington
$524K – – –
MFWP
968
Mosaic Family Wealth Partners
Missouri
$520K +$212 +8 +0%
DOA
969
D'Orazio & Associates
Virginia
$519K +$470K +17,777 New
Klingman & Associates
970
Klingman & Associates
New York
$519K -$4.79K -181 -1%
XPN
971
XY Planning Network
Montana
$519K +$11.8K +447 +3%
ZRP
972
Zynergy Retirement Planning
New Jersey
$516K -$154K -5,831 -25%
DPI
973
Diversified Portfolios Inc
Michigan
$515K -$57.7K -2,184 -11%
JPWM
974
Jamison Private Wealth Management
Georgia
$515K +$160K +6,046 +52%
IWA
975
IVC Wealth Advisors
Pennsylvania
$513K -$25.8K -974 -5%