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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UW
76
Unique Wealth
Florida
$22.3M +$1.15M +75,680 +6%
FSWA
77
Financial Synergies Wealth Advisors
Texas
$22.2M +$1.14M +75,084 +6%
MFGP
78
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.2M +$151K +9,976 +0.7%
SAM
79
Summit Asset Management
Tennessee
$21.6M +$267K +17,608 +1%
AWS
80
AJ Wealth Strategies
New York
$21.3M -$7.2M -474,348 -27%
AG
81
Appleton Group
Wisconsin
$21.2M +$18.9M +1,244,312 +2,177%
IWC
82
Integrated Wealth Concepts
Massachusetts
$20.8M -$747K -49,196 -4%
PMG
83
ProVise Management Group
Florida
$20.6M -$1.4M -92,072 -7%
BFG
84
Berger Financial Group
Minnesota
$20.2M +$1.31M +86,452 +7%
FCA
85
FLC Capital Advisors
California
$20M +$869K +57,276 +5%
IA
86
IFP Advisors
Florida
$19.7M -$7.41M -488,316 -32%
PFM
87
Parsec Financial Management
North Carolina
$19.6M -$721K -47,476 -4%
GC
88
Garde Capital
Washington
$19.4M -$92.4K -6,088 -0.5%
AWS
89
Aspen Wealth Strategies
Colorado
$19M -$413K -27,204 -2%
CP
90
Capital Planning
Washington
$18.6M +$1.4M +92,320 +9%
MIA
91
Milestone Investment Advisors
Wisconsin
$18.6M +$568K +37,392 +3%
BFG
92
Bleakley Financial Group
New Jersey
$18.4M -$37.3K -2,460 -0.2%
GB
93
Goepper Burkhardt
South Carolina
$18.4M +$747K +49,204 +5%
SS
94
Simplicity Solutions
Minnesota
$18.4M +$16.4M +1,078,764 +2,213%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$18.1M -$2.27M -149,668 -12%
Stifel Financial
96
Stifel Financial
Missouri
$18.1M +$3.13M +206,528 +23%
XF
97
XML Financial
Maryland
$17.8M -$450K -29,624 -3%
AAS
98
Avantax Advisory Services
Texas
$17.6M -$2.75M -181,220 -14%
BA
99
Ballast Advisors
Minnesota
$16.9M +$30.7K +2,024 +0.2%
CA
100
Cetera Advisors
Colorado
$16.8M +$640K +42,176 +4%