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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Destination Wealth Management
California
$515K +$45.5K +6,152 +10%
AA
127
Apriem Advisors
California
$507K +$1.48K +200 +0.3%
JC
128
Jentner Corp
Ohio
$486K +$7.1K +960 +2%
SNBOSD
129
Security National Bank of So Dak
Iowa
$479K
MWM
130
Meridian Wealth Management
Kentucky
$466K +$107K +14,512 +31%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$460K +$205K +27,664 +83%
TSS
132
Two Sigma Securities
New York
$455K +$445K +60,208 New
BW
133
Bison Wealth
Georgia
$452K +$442K +59,736 New
PAG
134
Private Advisor Group
New Jersey
$450K +$442K +59,784 New
LCM
135
Liberty Capital Management
Michigan
$447K +$96.1K +13,000 +28%
ASN
136
Advisory Services Network
Georgia
$441K +$432K +58,384 New
GC
137
Garde Capital
Washington
$425K +$27.3K +3,696 +7%
WIC
138
Whitegate Investment Counselors
New Hampshire
$404K +$148K +20,000 +60%
CCB
139
Cutter & Co Brokerage
Missouri
$381K +$373K +50,392 New
IA
140
IFP Advisors
Florida
$369K +$150K +20,320 +71%
PAM
141
Peak Asset Management
Colorado
$362K +$60.7K +8,216 +21%
OC
142
Oarsman Capital
Wisconsin
$356K -$1.18K -160 -0.3%
VNA
143
Valley National Advisers
Pennsylvania
$344K -$129K -17,400 -28%
MI
144
Moneywise Inc
Virginia
$340K -$9.94K -1,344 -3%
NL
145
NWAM LLC
Washington
$330K -$9.64K -1,304 -3%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$329K +$321K +43,440 New
VDI
147
Vaughan David Investments
Illinois
$325K -$8.81K -1,192 -3%
CFA
148
Cahill Financial Advisors
Minnesota
$321K +$3.13K +424 +1%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$310K +$9.7K +1,312 +3%
B
150
Bailard
California
$307K