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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRI
1301
Prepared Retirement Institute
Pennsylvania
$306K +$3.45K +104 +1%
LA
1302
Latitude Advisors
Florida
$305K -$8.58K -259 -3%
CCG
1303
Cypress Capital Group
Florida
$305K +$298K +9,000 New
SI
1304
Saxon Interests
Texas
$304K
Neuberger Berman Group
1305
Neuberger Berman Group
New York
$303K -$20.2K -610 -6%
Legacy Financial Group (Iowa)
1306
Legacy Financial Group (Iowa)
Iowa
$303K +$232 +7 +0.1%
NS
1307
NBC Securities
Alabama
$302K +$19.7K +594 +7%
APIM
1308
Agate Pass Investment Management
Washington
$302K +$296K +8,925 New
SW
1309
Solidarity Wealth
Utah
$302K +$296K +8,921 New
BFG
1310
Bouchey Financial Group
New York
$302K
BFWM
1311
Bright Futures Wealth Management
New York
$300K -$40.5K -1,221 -12%
TWA
1312
Tulsa Wealth Advisors
Oklahoma
$298K +$58.4K +1,761 +25%
CFG
1313
Copley Financial Group
California
$298K -$8.02K -242 -3%
PWP
1314
Precedent Wealth Partners
Texas
$297K +$291K +8,774 New
OA
1315
Operose Advisors
Wisconsin
$296K +$99 +3 +0%
PPC
1316
Pennington Partners & Co
Maryland
$296K +$99 +3 +0%
MBFW
1317
Morton Brown Family Wealth
Pennsylvania
$296K -$14.4K -434 -5%
LOWM
1318
Laurel Oak Wealth Management
New Jersey
$296K +$45.9K +1,386 +19%
EFL
1319
ERn Financial LLC
Wisconsin
$296K
NB
1320
NBT Bank
New York
$295K -$575K -17,365 -67%
CCMW
1321
Cypress Capital Management (Wyoming)
Wyoming
$291K +$11.4K +343 +4%
MCP
1322
Mirador Capital Partners
California
$289K +$928 +28 +0.3%
JF
1323
JSF Financial
California
$288K +$282K +8,500 New
APW
1324
Axim Planning & Wealth
Ohio
$287K +$52.8K +1,592 +23%
SWG
1325
Summit Wealth Group
Vermont
$286K