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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
151
Sage Financial Group
Pennsylvania
$4.57M -$298K -21,352 -6%
MA
152
Mutual Advisors
Nebraska
$4.53M +$65.6K +4,704 +2%
RWM
153
Reston Wealth Management
Virginia
$4.4M +$30.4K +2,184 +0.7%
SA
154
Strategic Advisors
New York
$4.31M +$1.97M +141,176 +92%
CA
155
Cetera Advisors
Colorado
$4.31M -$300K -21,512 -7%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$4.28M +$4.14M +297,240 New
RA
157
RFG Advisory
Alabama
$4.25M -$205K -14,744 -5%
GPFA
158
Game Plan Financial Advisors
Ohio
$4.19M +$4.06M +291,040 New
SPI
159
Santori & Peters Inc
Pennsylvania
$4.18M -$196K -14,096 -5%
IFWM
160
Institute for Wealth Management
Colorado
$4.17M +$1.9K +136 +0%
CA
161
Cambridge Advisors
Nebraska
$4.08M -$44.8K -3,216 -1%
IA
162
IndexIQ Advisors
New York
$4.05M +$3.72M +266,672 +1,785%
SAM
163
Smithbridge Asset Management
Pennsylvania
$3.91M +$286K +20,496 +8%
AF
164
Advisornet Financial
Minnesota
$3.9M +$194K +13,920 +5%
AWS
165
AJ Wealth Strategies
New York
$3.89M -$621K -44,552 -14%
OPA
166
Old Port Advisors
Maine
$3.86M -$59K -4,232 -2%
CG
167
Colony Group
Massachusetts
$3.82M -$180K -12,896 -5%
ISWM
168
Independent Solutions Wealth Management
New York
$3.8M -$988K -70,896 -21%
ASN
169
Advisory Services Network
Georgia
$3.79M -$728K -52,208 -17%
TNA
170
True North Advisors
Texas
$3.78M +$375K +26,904 +11%
MS
171
Madden Securities
Texas
$3.71M -$307K -22,032 -8%
LC
172
LCNB Corp
Ohio
$3.67M -$42.3K -3,032 -1%
SS
173
Sunbelt Securities
Texas
$3.66M +$3.4M +244,072 New
IAS
174
IMA Advisory Services
Colorado
$3.65M -$495K -35,480 -12%
CMP
175
Courage Miller Partners
Virginia
$3.65M +$112 +8 +0%