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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VDI
101
Vaughan David Investments
Illinois
$463K -$101K -15,200 -18%
FA
102
FC Advisory
Pennsylvania
$436K +$6.3K +944 +1%
DWM
103
Destination Wealth Management
California
$433K +$6.99K +1,048 +2%
FANJ
104
Financial Architects (New Jersey)
New Jersey
$408K -$98K -14,688 -19%
OC
105
Oarsman Capital
Wisconsin
$392K -$2.29K -344 -0.6%
RFA
106
Reilly Financial Advisors
California
$383K +$84.5K +12,656 +28%
MA
107
MCF Advisors
Kentucky
$369K -$1.44K -216 -0.4%
Creative Planning
108
Creative Planning
Kansas
$356K -$2.03K -304 -0.6%
PAM
109
Peak Asset Management
Colorado
$332K +$335K +50,272 New
NL
110
NWAM LLC
Washington
$319K +$322K +48,240 New
VNA
111
Valley National Advisers
Pennsylvania
$310K -$480 -72 -0.2%
BTS
112
BB&T Securities
Virginia
$310K +$14.3K +2,136 +5%
FAAS
113
First Allied Advisory Services
California
$310K +$312K +46,808 New
Bank of New York Mellon
114
Bank of New York Mellon
New York
$309K +$312K +46,792 New
GF
115
Gerstein Fisher
New York
$304K +$307K +46,040 New
CFA
116
Cahill Financial Advisors
Minnesota
$300K +$34K +5,088 +13%
CDIA
117
Capital Directions Investment Advisors
Georgia
$295K +$18.6K +2,792 +7%
WCM
118
Westend Capital Management
California
$277K -$5.34K -800 -2%
ICAS
119
Investors Capital Advisory Services
Massachusetts
$257K +$534 +80 +0.2%
EWA
120
EP Wealth Advisors
California
$254K +$256K +38,400 New
SA
121
Strategic Advisors
New York
$252K +$29.8K +4,464 +13%
SFA
122
Sequoia Financial Advisors
Ohio
$248K -$71.9K -10,776 -22%
MFS
123
MSI Financial Services
Massachusetts
$241K +$243K +36,432 New
SLF
124
Sun Life Financial
Ontario, Canada
$241K +$244K +36,560 New
SI
125
SII Investments
Wisconsin
$233K +$236K +35,424 New