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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
76
HB Wealth Management
Georgia
$41.6M -$419K -16,664 -1%
SWRP
77
Summit Wealth & Retirement Planning
California
$40.7M -$1.26M -50,068 -3%
RFA
78
Rollins Financial Advisors
New York
$40.5M -$171K -6,792 -0.4%
SWA
79
Stratos Wealth Advisors
Ohio
$40M -$1.44M -57,228 -4%
IWC
80
Integrated Wealth Concepts
Massachusetts
$39.8M +$27.5M +1,091,532 +249%
XF
81
XML Financial
Maryland
$39.3M +$1.1M +43,688 +3%
SDWMA
82
Schneider Downs Wealth Management Advisors
Pennsylvania
$39.3M +$82.5K +3,280 +0.2%
GIA
83
GHP Investment Advisors
Colorado
$38.2M +$251K +9,984 +0.7%
CST
84
Charles Schwab Trust
Nevada
$36.9M +$4.21M +167,208 +13%
SB
85
Strategic Blueprint
Georgia
$36.8M +$2.77M +109,988 +8%
Prudential Financial
86
Prudential Financial
New Jersey
$36.7M +$2.84M +112,976 +9%
RDIA
87
RE Dickinson Investment Advisors
Iowa
$35.3M +$642K +25,520 +2%
MWM
88
MinichMacGregor Wealth Management
New York
$35M +$9.65M +383,316 +40%
VWA
89
Visionary Wealth Advisors
Illinois
$34.5M -$1.09M -43,296 -3%
SAM
90
Summit Asset Management
Tennessee
$34.2M -$82.1K -3,264 -0.2%
MAG
91
Mokosak Advisory Group
Iowa
$33.1M +$414K +16,432 +1%
TWM
92
Triton Wealth Management
Arizona
$33M +$993K +39,476 +3%
PWM
93
Provident Wealth Management
Tennessee
$32.6M +$619K +24,604 +2%
GB
94
Goepper Burkhardt
South Carolina
$32.6M +$319K +12,684 +1%
FSWA
95
Financial Synergies Wealth Advisors
Texas
$32.4M -$22.4K -892 -0.1%
UW
96
Unique Wealth
Florida
$31.1M -$3.61M -143,540 -11%
MIA
97
Milestone Investment Advisors
Wisconsin
$30.9M -$575K -22,836 -2%
MFGP
98
Marshall Financial Group (Pennsylvania)
Pennsylvania
$30.9M -$1.1M -43,612 -4%
FCA
99
FLC Capital Advisors
California
$30.6M +$644K +25,588 +2%
DB
100
Dravo Bay
Delaware
$30.4M +$25.3M +1,005,700 +622%