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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1201
Kerr Financial Planning
California
$404K +$133 +4 +0%
TFA
1202
Teamwork Financial Advisors
Texas
$401K +$24.3K +733 +7%
FMP
1203
Financial Management Professionals
Texas
$399K -$27.7K -836 -7%
GC
1204
Grimes & Company
Massachusetts
$399K +$365 +11 +0.1%
CCM
1205
Canal Capital Management
Virginia
$398K +$390K +11,773 New
OWCM
1206
One Wealth Capital Management
Arizona
$398K +$135K +4,079 +53%
CAMG
1207
CWA Asset Management Group
Florida
$397K +$49.1K +1,483 +14%
TAFW
1208
Tred Avon Family Wealth
Maryland
$395K – – –
EA
1209
Evolution Advisers
Virginia
$392K – – –
SCM
1210
Seascape Capital Management
New Hampshire
$392K +$398 +12 +0.1%
RPC
1211
Rossmore Private Capital
Connecticut
$392K – – –
CPA
1212
Capital Performance Advisors
California
$391K +$22K +665 +6%
FFA
1213
Fragasso Financial Advisors
Pennsylvania
$390K +$365 +11 +0.1%
AWP
1214
Axis Wealth Partners
Rhode Island
$390K -$431 -13 -0.1%
UFA
1215
Uptown Financial Advisors
Texas
$388K – – –
PAG
1216
Paladin Advisory Group
Iowa
$388K -$5.14K -155 -1%
TBC
1217
Ted Buchan & Co
California
$386K +$4.34K +131 +1%
HIS
1218
Harvest Investment Services
Illinois
$384K +$30K +906 +9%
LG
1219
LaFleur & Godfrey
Michigan
$382K +$1.39K +42 +0.4%
NG
1220
NWK Group
California
$381K -$7.69K -232 -2%
HKIMG
1221
Hutchens & Kramer Investment Management Group
Indiana
$381K -$1.89K -57 -0.5%
AMM
1222
American Money Management
California
$381K +$365 +11 +0.1%
AFS
1223
Access Financial Services
Minnesota
$379K – – –
RRA
1224
Round Rock Advisors
Connecticut
$378K +$2.98K +90 +0.8%
SFO
1225
Stenger Family Office
Illinois
$377K +$9.68K +292 +3%