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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
1251
Advocate Group
Minnesota
$225K +$204K +7,701 New
PWM
1252
Penobscot Wealth Management
Maine
$223K +$202K +7,648 New
PAM
1253
Pegasus Asset Management
New York
$223K +$202K +7,638 New
WG
1254
Wealth Group
North Carolina
$223K -$1.14M -43,118 -85%
RA
1255
Riversedge Advisors
Delaware
$222K +$201K +7,616 New
AIFAIM
1256
American Institute for Advanced Investment Management
Arizona
$222K +$201K +7,600 New
JIC
1257
Joel Isaacson & Co
New York
$221K +$200K +7,577 New
PRI
1258
Prepared Retirement Institute
Pennsylvania
$221K +$200K +7,569 New
CIA
1259
Cladis Investment Advisory
Montana
$220K +$199K +7,536 New
OWCM
1260
One Wealth Capital Management
Arizona
$220K +$199K +7,519 New
GAM
1261
Grandview Asset Management
Pennsylvania
$219K -$53.9K -2,038 -21%
Venture Visionary Partners
1262
Venture Visionary Partners
Ohio
$218K -$76.1K -2,878 -28%
CA
1263
Crewe Advisors
Utah
$218K +$188K +7,119 +2,046%
SIC
1264
Sage Investment Counsel
Tennessee
$218K +$197K +7,465 New
Glenmede Investment Management
1265
Glenmede Investment Management
Pennsylvania
$217K +$196K +7,420 New
ZWJ Investment Counsel
1266
ZWJ Investment Counsel
Georgia
$217K +$196K +7,418 New
LA
1267
Latitude Advisors
Florida
$216K +$196K +7,401 New
PCS
1268
Personal CFO Solutions
New Jersey
$216K -$24.1K -911 -11%
IAG
1269
Investment Advisory Group
Massachusetts
$215K -$26.4K -1,000 -12%
KWS
1270
Keystone Wealth Services
California
$215K +$195K +7,361 New
CFO
1271
Collective Family Office
Pennsylvania
$214K +$194K +7,342 New
BA
1272
Bellwether Advisors
Nebraska
$214K – – –
RA
1273
Rodgers & Associates
Pennsylvania
$213K -$69.8K -2,639 -27%
CIAS
1274
CFS Investment Advisory Services
New Jersey
$212K +$192K +7,269 New
HWM
1275
HighMark Wealth Management
Minnesota
$212K +$137K +5,199 +254%