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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$33K
PMFA
152
Plante Moran Financial Advisors
Michigan
$26K +$26.1K +3,968 New
TAIM
153
TD Ameritrade Investment Management
Nebraska
$25K +$4.2K +640 +20%
BlackRock
154
BlackRock
New York
$24K -$368 -56 -2%
BWA
155
Burt Wealth Advisors
Maryland
$24K
AWM
156
Avior Wealth Management
Nebraska
$24K +$1.21K +184 +5%
Citigroup
157
Citigroup
New York
$21K +$105 +16 +0.5%
PAI
158
Pittenger & Anderson Inc
Nebraska
$19K
PSUF
159
People's United Financial
Connecticut
$16K
WA
160
Winfield Associates
Ohio
$16K
CFA
161
Carroll Financial Associates
North Carolina
$16K +$16.9K +2,568 New
LWM
162
Lenox Wealth Management
Ohio
$9K
NFG
163
Next Financial Group
Texas
$9K
SIM
164
Sonora Investment Management
Arizona
$7.67K -$3.21K -488 -29%
DBT
165
Dubuque Bank & Trust
Iowa
$6K
SIG
166
Stanford Investment Group
California
$5K +$53 +8 +1%
ADL
167
Asset Dedication LLC
California
$5K +$263 +40 +5%
TCOV
168
Trust Company of Vermont
Vermont
$4K
CA
169
Capital Advantage
California
-$1.84M -280,800 Closed
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
-$586K -89,360 Closed
AIG
171
American International Group
New York
-$398K -60,768 Closed
GF
172
Gerstein Fisher
New York
-$251K -38,352 Closed
Bank of New York Mellon
173
Bank of New York Mellon
New York
-$239K -36,488 Closed
Northern Trust
174
Northern Trust
Illinois
-$201K -30,616 Closed
TRCT
175
Tower Research Capital (TRC)
New York
-$103K -15,752 Closed