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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
1351
Old Point Trust & Financial Services N A
Virginia
$6.91K – – –
FS
1352
Financially Speaking
Colorado
$6.86K -$17.4M -633,821 -100%
WWM
1353
Woodside Wealth Management
Massachusetts
$6.71K +$7.34K +268 New
BDPWM
1354
Barnes Dennig Private Wealth Management
Ohio
$6.41K +$7.01K +256 New
BIM
1355
Breakwater Investment Management
Washington
$6.31K – – –
CMA
1356
Cedar Mountain Advisors
Oregon
$6.21K – – –
KIG
1357
Kessler Investment Group
Indiana
$5.81K +$6.35K +232 New
RJA
1358
Ross\Johnson & Associates
Minnesota
$5.5K -$6.35K -232 -51%
GWP
1359
Gen-Wealth Partners
Michigan
$5.06K -$5.2K -190 -48%
MSFP
1360
Mark Sheptoff Financial Planning
Connecticut
$4.41K – – –
WPA
1361
Wealth Preservation Advisors
Tennessee
$4.41K +$4.82K +176 New
AA
1362
Addison Advisors
Vermont
$4.01K – – –
NC
1363
North Capital
Utah
$3.88K +$4.25K +155 New
CPG
1364
Cornerstone Planning Group
New Jersey
$3.54K +$4K +146 New
DFC
1365
DB Fitzpatrick & Co
Idaho
$3.53K +$3.86K +141 New
AAG
1366
Armstrong Advisory Group
Massachusetts
$3.48K – – –
SAS
1367
Spurstone Advisory Services
Connecticut
$2.8K – – –
EWA
1368
EQ Wealth Advisors
Texas
$2.65K +$2.9K +106 New
NFSG
1369
Newbridge Financial Services Group
Florida
$2.5K -$4.55K -166 -62%
SIC
1370
SJS Investment Consulting
Ohio
$2.01K – – –
KFP
1371
Keener Financial Planning
Texas
$2K – – –
RF
1372
Robbins Farley
New Hampshire
$1.75K +$1.92K +70 New
GAMMA Investing
1373
GAMMA Investing
California
$1.7K – – –
Whittier Trust
1374
Whittier Trust
California
$1.3K – – –
CWM
1375
Cranbrook Wealth Management
Michigan
$276 – – –