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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1501
Maryland Capital Advisors
Maryland
$1.76K +$1.68K +55 New
CSPIA
1502
Cary Street Partners Investment Advisory
Virginia
$1.69K +$1.61K +53 New
Tower Research Capital (TRC)
1503
Tower Research Capital (TRC)
New York
$1.5K +$945 +31 +194%
AA
1504
Addison Advisors
Vermont
$1.28K – – –
IW
1505
Imprint Wealth
South Carolina
$1.28K +$1.22K +40 New
CPBTD
1506
Central Pacific Bank - Trust Division
Hawaii
$1.15K +$1.1K +36 New
SRCM
1507
Signature Resources Capital Management
California
$1.15K +$1.1K +36 New
CW
1508
Curio Wealth
Maryland
$798 +$762 +25 New
WWMSC
1509
Wagner Wealth Management (South Carolina)
South Carolina
$705 – – –
CSC
1510
Caldwell Sutter Capital
California
$638 +$610 +20 New
PP
1511
PFS Partners
New Jersey
$447 +$427 +14 New
EAM
1512
Eukles Asset Management
Ohio
$96 – – –
CFS
1513
Compass Financial Services
Iowa
$96 +$91 +3 New
HNW
1514
High Note Wealth
Minnesota
$29 -$61 -2 -67%
RTL
1515
Red Tortoise LLC
Georgia
$21 – – –
Conning Inc
1516
Conning Inc
Connecticut
– -$20.3M -696,517 Closed
SL
1517
Systelligence LLC
Minnesota
– -$18.3M -625,096 Closed
LWL
1518
Leo Wealth LLC
Texas
– -$16.2M -553,870 Closed
ECA
1519
Elevation Capital Advisory
Oregon
– -$12.2M -417,929 Closed
PL
1520
Polianta Ltd
Jersey
– -$8.43M -288,500 Closed
FI
1521
FIDELIS iM
Oregon
– -$5.98M -204,985 Closed
Arax Advisory Partners
1522
Arax Advisory Partners
Colorado
– -$5.83M -194,251 Closed
VBWMG
1523
Von Berge Wealth Management Group
California
– -$5.32M -179,350 Closed
D.E. Shaw & Co
1524
D.E. Shaw & Co
New York
– -$3.35M -114,668 Closed
Tidal Investments
1525
Tidal Investments
Wisconsin
– -$2.53M -86,500 Closed