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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
951
New Insight Wealth Advisors
California
$626K -$63.9K -2,097 -10%
MPM
952
Meritage Portfolio Management
Kansas
$626K -$22.3M -731,150 -97%
VAS
953
Valicenti Advisory Services
New York
$625K -$6.64K -218 -1%
FHA
954
Flagship Harbor Advisors
Massachusetts
$620K +$488 +16 +0.1%
VFG
955
Victory Financial Group
Texas
$610K +$25.4K +835 +5%
BTI
956
Blue Trust Inc
Georgia
$608K +$32.9K +1,079 +6%
BAWC
957
Boyce & Associates Wealth Consulting
Texas
$608K -$36.3K -1,190 -6%
CAP
958
Columbia Advisory Partners
Washington
$601K -$354K -11,619 -38%
PMFA
959
Plante Moran Financial Advisors
Michigan
$598K
PGAM
960
Princeton Global Asset Management
New Jersey
$597K -$1.49K -49 -0.3%
SFG
961
Synergy Financial Group
California
$596K -$914 -30 -0.2%
RMF
962
Red Mountain Financial
Colorado
$596K +$105K +3,458 +23%
BJL
963
Brighton Jones LLC
Washington
$596K -$8.63K -283 -1%
FWM
964
Focused Wealth Management
New York
$596K +$1.16K +38 +0.2%
Vanguard Capital Wealth Advisors
965
Vanguard Capital Wealth Advisors
Colorado
$593K -$37.2K -1,220 -6%
HWM
966
Hohimer Wealth Management
Washington
$592K +$18.4K +603 +3%
RAS
967
RPS Advisory Solutions
Kentucky
$591K +$216K +7,072 +62%
WIM
968
WealthPlan Investment Management
Nebraska
$590K -$5.65M -185,490 -91%
CFG
969
Chapman Financial Group
Hawaii
$589K +$563K +18,462 New
RIS
970
Richmond Investment Services
Wisconsin
$587K +$104K +3,400 +23%
MA
971
MONECO Advisors
Connecticut
$586K -$15.8K -520 -3%
LWM
972
Lakeridge Wealth Management
Ohio
$586K -$120K -3,942 -18%
AIM
973
Aspen Investment Management
Michigan
$582K +$305 +10 +0.1%
AFA
974
American Financial Advisors
Georgia
$580K +$54.3K +1,781 +11%
VHAM
975
Van Hulzen Asset Management
California
$569K +$56.8K +1,863 +12%