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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1301
Archvest Wealth Advisors
California
$313K -$311K -9,388 -50%
FWM
1302
Fonville Wealth Management
Virginia
$312K +$18.1K +545 +6%
WWA
1303
Wingate Wealth Advisors
Massachusetts
$312K +$56.3K +1,699 +23%
PI
1304
PFG Investments
New York
$311K +$13.7K +413 +5%
SC
1305
Stolper & Co
Oklahoma
$310K -$259K -7,829 -46%
IF
1306
Integrity Financial
Wyoming
$310K -$696 -21 -0.2%
RP
1307
Rice Partnership
Hawaii
$309K – – –
MF
1308
Manuka Financial
Virginia
$307K – – –
PRI
1309
Prepared Retirement Institute
Pennsylvania
$306K +$3.45K +104 +1%
LA
1310
Latitude Advisors
Florida
$305K -$8.58K -259 -3%
CCG
1311
Cypress Capital Group
Florida
$305K +$298K +9,000 New
SI
1312
Saxon Interests
Texas
$304K – – –
Neuberger Berman Group
1313
Neuberger Berman Group
New York
$303K -$20.2K -610 -6%
Legacy Financial Group (Iowa)
1314
Legacy Financial Group (Iowa)
Iowa
$303K +$232 +7 +0.1%
NS
1315
NBC Securities
Alabama
$302K +$19.7K +594 +7%
APIM
1316
Agate Pass Investment Management
Washington
$302K +$296K +8,925 New
SW
1317
Solidarity Wealth
Utah
$302K +$296K +8,921 New
BFG
1318
Bouchey Financial Group
New York
$302K – – –
BFWM
1319
Bright Futures Wealth Management
New York
$300K -$40.5K -1,221 -12%
TWA
1320
Tulsa Wealth Advisors
Oklahoma
$298K +$58.4K +1,761 +25%
CFG
1321
Copley Financial Group
California
$298K -$8.02K -242 -3%
PWP
1322
Precedent Wealth Partners
Texas
$297K +$291K +8,774 New
OA
1323
Operose Advisors
Wisconsin
$296K +$99 +3 +0%
PPC
1324
Pennington Partners & Co
Maryland
$296K +$99 +3 +0%
MBFW
1325
Morton Brown Family Wealth
Pennsylvania
$296K -$14.4K -434 -5%