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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1301
Phillips Financial Management
Indiana
$25.4K -$57K -2,080 -67%
W
1302
WealthCollab
Washington
$25K
SSB
1303
Sandy Spring Bank
Maryland
$24.9K
HPC
1304
HM Payson & Co
Maine
$23.6K
VWM
1305
Valley Wealth Managers
New Jersey
$22.6K
NWMP
1306
Noble Wealth Management PBC
Colorado
$22.1K +$24.1K +881 New
OIA
1307
Optimum Investment Advisors
Illinois
$22K +$27 +1 +0.1%
HWA
1308
Heritage Wealth Advisors
Virginia
$21.4K +$4.74K +173 +25%
FGAM
1309
Financial Gravity Asset Management
Texas
$20.5K +$22.4K +818 New
EDRH
1310
Edmond de Rothschild Holding
Switzerland
$20.4K
RWM
1311
Raffa Wealth Management
District of Columbia
$20.4K
HH
1312
HWG Holdings
Texas
$20.4K +$22.3K +814 New
VWA
1313
Valued Wealth Advisors
Utah
$18.7K +$20.5K +748 New
SIM
1314
Synergy Investment Management
Florida
$18.3K
AIC
1315
Archer Investment Corporation
Indiana
$17.9K
HPIA
1316
Hamilton Point Investment Advisors
North Carolina
$17.8K +$19.5K +712 New
BCM
1317
Basso Capital Management
Connecticut
$17.3K
WWMSC
1318
Wagner Wealth Management (South Carolina)
South Carolina
$16.6K +$2.96K +108 +19%
CB
1319
CNB Bank
Pennsylvania
$16.5K
MHR
1320
Matthew Hamilton Rosenberg
$16.5K
Citadel Advisors
1321
Citadel Advisors
Florida
$16.3K -$941K -34,357 -98%
ACM
1322
Anfield Capital Management
California
$16.2K
HR
1323
Howe & Rusling
New York
$16.2K +$17.7K +647 New
IRAG
1324
Investment Research & Advisory Group
Georgia
$15.2K +$16.7K +608 New
AWM
1325
Aberdeen Wealth Management
Illinois
$15.2K +$219 +8 +1%