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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1301
Triad Wealth Partners
Kansas
$221K +$211K +6,919 New
ACP
1302
Aviance Capital Partners
Florida
$219K – – –
PFA
1303
Pathway Financial Advisers
Indiana
$218K +$209K +6,846 New
TF
1304
Tudor Financial
Ohio
$218K +$208K +6,827 New
AMIM
1305
Aull & Monroe Investment Management
Alabama
$217K +$208K +6,816 New
FDW
1306
Fourth Dimension Wealth
Ohio
$217K -$82.8K -2,718 -29%
MP
1307
McDonald Partners
Ohio
$217K -$116K -3,800 -36%
CWS
1308
Cypress Wealth Services
California
$217K +$207K +6,788 New
SDWIA
1309
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K +$207K +6,787 New
BIA
1310
Bell Investment Advisors
California
$215K +$183 +6 +0.1%
NCM
1311
Noesis Capital Mangement
Florida
$215K +$205K +6,732 New
Cookson Peirce & Co
1312
Cookson Peirce & Co
Pennsylvania
$215K +$205K +6,728 New
ARG
1313
Advisory Resource Group
Oklahoma
$214K +$204K +6,699 New
FWM
1314
FLP Wealth Management
Arkansas
$214K +$204K +6,691 New
FWM
1315
Fonville Wealth Management
Virginia
$213K -$14.7K -483 -7%
CPA
1316
Compass Planning Associates
Massachusetts
$212K +$11.8K +386 +6%
SFC
1317
Summit Financial Consulting
Michigan
$212K +$202K +6,642 New
HWA
1318
Hillcrest Wealth Advisors
New Jersey
$212K +$202K +6,640 New
RC
1319
Roundview Capital
New Jersey
$212K -$254K -8,336 -56%
DF
1320
Define Financial
California
$211K +$201K +6,602 New
TFG
1321
Tilson Financial Group
New Jersey
$211K +$201K +6,601 New
BBI
1322
Baxter Bros Inc
Connecticut
$207K +$198K +6,500 New
PCM
1323
Palouse Capital Management
Washington
$207K -$5.49K -180 -3%
FNA
1324
First National Advisers
Nebraska
$206K +$197K +6,456 New
BFS
1325
Beacon Financial Strategies
North Carolina
$204K +$195K +6,400 New