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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
1426
Navis Wealth Advisors
New York
$225K -$36.5K -1,100 -14%
CPA
1427
Compass Planning Associates
Massachusetts
$225K +$221K +6,655 New
GFPC
1428
Global Financial Private Client
Florida
$224K +$220K +6,634 New
SFG
1429
Strive Financial Group
Indiana
$224K -$1.72K -52 -0.8%
RC
1430
Roundview Capital
New Jersey
$221K +$216K +6,520 New
CWS
1431
Cypress Wealth Services
California
$220K +$215K +6,499 New
EV
1432
EJMK Ventures
Illinois
$219K -$44.5K -1,343 -17%
SAM
1433
Secure Asset Management
Michigan
$219K -$6.79M -204,895 -97%
FNA
1434
First National Advisers
Nebraska
$218K +$214K +6,456 New
SCM
1435
Saxony Capital Management
Missouri
$218K -$51.1K -1,543 -19%
CRWM
1436
Castle Rock Wealth Management
California
$218K +$212K +6,389 New
PAI
1437
Pittenger & Anderson Inc
Nebraska
$218K – – –
EFS
1438
Essex Financial Services
Connecticut
$217K +$213K +6,416 New
RA
1439
Riversedge Advisors
Delaware
$217K +$212K +6,412 New
PA
1440
Procyon Advisors
Connecticut
$216K +$211K +6,376 New
HCMT
1441
Highland Capital Management (Tennessee)
Tennessee
$215K +$210K +6,350 New
PSB
1442
Piscataqua Savings Bank
New Hampshire
$214K – – –
Allspring Global Investments
1443
Allspring Global Investments
North Carolina
$214K +$208K +6,288 New
AFW
1444
Avantra Family Wealth
Pennsylvania
$214K +$210K +6,325 New
MAM
1445
MMA Asset Management
Pennsylvania
$213K +$209K +6,304 New
PAA
1446
Peregrine Asset Advisers
Oregon
$212K +$208K +6,275 New
SSWM
1447
Sheets Smith Wealth Management
North Carolina
$212K +$208K +6,268 New
HWA
1448
Hillcrest Wealth Advisors
New Jersey
$211K +$207K +6,240 New
WIM
1449
WealthPlan Investment Management
Nebraska
$211K -$234K -7,072 -53%
KCM
1450
KM Capital Management
Texas
$210K +$206K +6,207 New