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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1376
GAMMA Investing
California
$1.9K – – –
WT
1377
Whittier Trust
California
$1.45K – – –
RCA
1378
Runnymede Capital Advisors
Ohio
$1.42K +$1.4K +51 New
CWP
1379
Concord Wealth Partners
Virginia
$669 -$875 -32 -57%
FGC
1380
Financial Gravity Companies
Texas
$557 – – –
CWM
1381
Cranbrook Wealth Management
Michigan
$307 +$301 +11 New
IHWM
1382
Iron Horse Wealth Management
Iowa
$223 – – –
SAM
1383
Synergy Asset Management
Washington
$140 +$27 +1 New
HNW
1384
High Note Wealth
Minnesota
$81 +$82 +3 New
NS
1385
NBC Securities
Alabama
$62 -$47.2K -1,726 -100%
EAM
1386
Eukles Asset Management
Ohio
$56 +$55 +2 New
TC
1387
Truvestments Capital
Florida
$56 +$55 +2 New
NC
1388
NewSquare Capital
Pennsylvania
$40 +$27 +1 New
Prudential Financial
1389
Prudential Financial
New Jersey
– -$36.7M -1,409,488 Closed
CSPIA
1390
Cary Street Partners Investment Advisory
Virginia
– -$19.6M -750,664 Closed
ECA
1391
Elevation Capital Advisory
Oregon
– -$8.71M -334,508 Closed
DAS
1392
Dynamic Advisor Solutions
Arizona
– -$8.29M -318,420 Closed
ZIMP
1393
Zimmermann Investment Management & Planning
Pennsylvania
– -$2.81M -107,904 Closed
FTUS
1394
Flow Traders U.S.
New York
– -$2.12M -81,320 Closed
Marshall Wace
1395
Marshall Wace
United Kingdom
– -$2.02M -77,480 Closed
TNA
1396
True North Advisors
Texas
– -$1.45M -55,648 Closed
OWM
1397
OneAscent Wealth Management
Alabama
– -$1.2M -46,172 Closed
CWM
1398
Cedar Wealth Management
California
– -$1.14M -43,748 Closed
NAS
1399
NWF Advisory Services
California
– -$984K -37,768 Closed
MPCA
1400
Madison Park Capital Advisors
Washington
– -$968K -37,168 Closed