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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHC
1401
Meyer Handelman Company
New York
$240K – – –
ISL
1402
Ingalls & Snyder LLC
New York
$240K – – –
PCM
1403
Prospera Capital Management
Arizona
$240K +$230K +6,946 New
FFA
1404
Fortune Financial Advisors
Kansas
$240K +$235K +7,079 New
BA
1405
Brightwater Advisory
Florida
$239K -$92.4K -2,788 -28%
SW
1406
SteelPeak Wealth
California
$238K -$6.66K -201 -3%
JIC
1407
Joel Isaacson & Co
New York
$237K – – –
GT
1408
Greenleaf Trust
Michigan
$236K +$231K +6,976 New
DF
1409
Define Financial
California
$236K +$231K +6,971 New
FIB
1410
First Interstate Bank
Montana
$235K +$231K +6,959 New
BWM
1411
BNC Wealth Management
Oregon
$235K -$14K -421 -6%
AIFAIM
1412
American Institute for Advanced Investment Management
Arizona
$235K – – –
FWM
1413
Forza Wealth Management
Florida
$235K – – –
HCP
1414
Hardin Capital Partners
South Carolina
$235K +$230K +6,933 New
BWM
1415
BlackDiamond Wealth Management
New York
$234K +$217K +6,537 New
BFS
1416
Beacon Financial Strategies
North Carolina
$232K +$22K +665 +11%
TF
1417
Tudor Financial
Ohio
$231K +$226K +6,827 New
EFN
1418
Equita Financial Network
Pennsylvania
$231K -$52.7K -1,591 -19%
Vanguard National Trust
1419
Vanguard National Trust
Pennsylvania
$230K – – –
FWP
1420
Firethorn Wealth Partners
Georgia
$230K +$225K +6,805 New
IWP
1421
Innova Wealth Partners
Pennsylvania
$229K +$225K +6,775 New
RA
1422
Rodgers & Associates
Pennsylvania
$228K +$224K +6,748 New
RWM
1423
Rockwood Wealth Management
Pennsylvania
$228K +$223K +6,727 New
BSWM
1424
Boston Standard Wealth Management
Massachusetts
$227K +$220K +6,644 New
LIM
1425
Lathrop Investment Management
Arkansas
$226K -$13.3K -400 -6%