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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$21.6M +$4.86M +243,136 +30%
FAN
77
Financial Advisors Network
California
$21.2M +$1.04M +51,888 +5%
HG
78
Harbor Group
New Hampshire
$20.8M -$668K -33,416 -3%
DP
79
Denver PWM
Colorado
$20.8M +$228K +11,400 +1%
CCM
80
Ciovacco Capital Management
Georgia
$20.8M +$753K +37,656 +4%
Creative Planning
81
Creative Planning
Kansas
$20.7M -$1.72M -86,248 -8%
XF
82
XML Financial
Maryland
$20.6M +$483K +24,144 +2%
BA
83
Ballast Advisors
Minnesota
$20.1M -$662K -33,128 -3%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$20.1M +$824K +41,248 +4%
CCMG
85
Clark Capital Management Group
Pennsylvania
$19.8M +$288K +14,392 +2%
BPA
86
Beacon Pointe Advisors
California
$18.8M -$392K -19,616 -2%
SFA
87
Seneca Financial Advisors
New York
$18.5M +$398K +19,904 +2%
CP
88
Capital Planning
Washington
$18.3M +$50.7K +2,536 +0.3%
RWP
89
Revolve Wealth Partners
New Jersey
$17.7M +$17.3M +863,560 New
FA
90
Fountainhead AM
New Jersey
$17.4M +$172K +8,616 +1%
FFWA
91
FRG Family Wealth Advisors
Washington
$17.3M -$579K -28,968 -3%
FSA
92
Financial Services Advisory
Maryland
$17.1M +$3.91M +195,768 +24%
SWA
93
Stratos Wealth Advisors
Ohio
$16.9M +$166K +8,304 +1%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$16.6M +$1.28K +64 +0%
LA
95
LVW Advisors
New York
$16.2M -$1.18M -59,040 -7%
SL
96
Systelligence LLC
Minnesota
$15.9M -$16M -800,160 -51%
SFMG
97
Sage Financial Management Group
Virginia
$15.8M +$15.5M +774,144 New
BFG
98
Berger Financial Group
Minnesota
$15.6M +$2.89M +144,744 +23%
SFS
99
Sowell Financial Services
Arkansas
$15.6M +$1.02M +50,848 +7%
FWA
100
FSC Wealth Advisors
New York
$15.5M +$15.2M +758,936 New