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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
$50.6M -$3.01M -96,859 -5%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$50.6M +$2.3M +74,045 +4%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$50.4M -$6.94M -223,144 -11%
SDWMA
79
Schneider Downs Wealth Management Advisors
Pennsylvania
$47.8M +$975K +31,378 +2%
BFS
80
Burkett Financial Services
South Carolina
$47.6M +$1.02M +32,902 +2%
TAP
81
TSG Advice Partners
Ohio
$47.5M +$50.7M +1,631,361 New
XF
82
XML Financial
Maryland
$47.5M +$4.03M +129,500 +9%
IWC
83
Integrated Wealth Concepts
Massachusetts
$47.4M +$12.9M +415,706 +34%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$47.4M -$62.7K -2,016 -0.1%
AWL
85
AFFINITY WEALTH LLC
Ohio
$45.3M +$7.74M +248,863 +19%
LBC
86
Lowe Brockenbrough & Co
Virginia
$45.1M +$33.4M +1,074,695 +228%
SMBT
87
Southern Michigan Bank & Trust
Michigan
$44.9M +$48M +1,542,593 New
TWM
88
Triton Wealth Management
Arizona
$44.5M +$359K +11,546 +0.8%
SWRP
89
Summit Wealth & Retirement Planning
California
$44.2M -$344K -11,055 -0.7%
Two Sigma Investments
90
Two Sigma Investments
New York
$43.8M +$34M +1,095,000 +268%
PS
91
Principal Securities
Iowa
$43M +$3.59M +115,579 +9%
VA
92
Vestwell Advisors
New York
$42.7M
TWM
93
Tradition Wealth Management
Minnesota
$42.7M -$2.83M -91,071 -6%
GIA
94
GHP Investment Advisors
Colorado
$42.6M +$231K +7,442 +0.5%
SAM
95
Summit Asset Management
Tennessee
$42.1M +$1.4M +44,950 +3%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$42.1M -$3.55M -114,061 -7%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$41.1M -$1.76M -56,483 -4%
AFP
98
Ausdal Financial Partners
Iowa
$40.9M +$570K +18,332 +1%
GB
99
Goepper Burkhardt
South Carolina
$40.8M +$788K +25,347 +2%
ACM
100
Advance Capital Management
Michigan
$40.4M +$5.93M +190,786 +16%