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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wedbush Securities
1026
Wedbush Securities
California
$228K -$26.2K -1,040 -11%
JPWM
1027
Jamison Private Wealth Management
Georgia
$228K +$41.8K +1,660 +23%
Obermeyer Wealth Partners
1028
Obermeyer Wealth Partners
Colorado
$227K +$17.8K +708 +9%
OA
1029
Operose Advisors
Wisconsin
$227K +$101 +4 +0%
AWA
1030
Arete Wealth Advisors
Illinois
$227K +$220K +8,748 New
NWMG
1031
National Wealth Management Group
Ohio
$227K +$219K +8,712 New
RA
1032
Rodgers & Associates
Pennsylvania
$226K – – –
Empower Advisory Group
1033
Empower Advisory Group
Colorado
$226K -$189K -7,512 -46%
Gradient Investments
1034
Gradient Investments
Minnesota
$225K -$1.21K -48 -0.6%
Mount Yale Investment Advisors
1035
Mount Yale Investment Advisors
Colorado
$224K +$217K +8,608 New
CF
1036
Copperwynd Financial
Arizona
$224K +$101 +4 +0%
Fifth Third Wealth Advisors
1037
Fifth Third Wealth Advisors
Ohio
$224K -$7.05K -280 -3%
Simplicity Wealth
1038
Simplicity Wealth
New Jersey
$223K -$29.3M -1,163,256 -99%
CA
1039
Continuum Advisory
Idaho
$221K +$581K +23,068 +254%
Freestone Capital Holdings
1040
Freestone Capital Holdings
Washington
$220K -$202K -8,036 -49%
PCM
1041
Presidio Capital Management
California
$220K +$213K +8,452 New
SWG
1042
Summit Wealth Group
Vermont
$220K – – –
FHC
1043
First Heartland Consultants
Missouri
$220K +$8.66K +344 +4%
LIM
1044
Lathrop Investment Management
Arkansas
$219K +$211K +8,400 New
HP
1045
Holistic Planning
Texas
$219K +$211K +8,404 New
CCM
1046
Carlson Capital Management
Minnesota
$219K -$1.81K -72 -0.8%
FWM
1047
ForthRight Wealth Management
Georgia
$218K – – –
RIM
1048
Redwood Investment Management
Arizona
$218K +$211K +8,368 New
IAG
1049
Investment Advisory Group
Massachusetts
$218K +$2.42K +96 +1%
WHCFA
1050
William Howard & Co Financial Advisors
Tennessee
$217K +$503 +20 +0.2%