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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
$7.33M +$395K +27,476 +5%
LC
152
LCNB Corp
Ohio
$7.29M +$898K +62,484 +14%
AOG
153
Alpha Omega Group
Virginia
$7.24M -$156K -10,828 -2%
LWM
154
Laidlaw Wealth Management
New York
$7.06M +$128K +8,892 +2%
NFG
155
Northeast Financial Group
Pennsylvania
$6.98M +$731K +50,872 +11%
RDIA
156
RE Dickinson Investment Advisors
Iowa
$6.98M -$5.87K -408 -0.1%
CCM
157
Coldstream Capital Management
Washington
$6.96M +$7.2M +501,128 New
MAG
158
Members Advisory Group
New York
$6.94M +$249K +17,348 +4%
Jane Street
159
Jane Street
New York
$6.87M +$7.11M +494,804 New
CNWM
160
Clay Northam Wealth Management
California
$6.83M +$7.07M +491,836 New
LHEI
161
Leo H. Evart Inc
California
$6.75M -$407K -28,312 -6%
GGI
162
GPM Growth Investors
Michigan
$6.75M +$192K +13,332 +3%
SS
163
Sunbelt Securities
Texas
$6.69M +$112K +7,816 +2%
SAMC
164
Spectrum Asset Management (California)
California
$6.65M +$437K +30,400 +7%
SF
165
Safeguard Financial
Wisconsin
$6.61M +$3.84M +267,284 +128%
SFWC
166
Strategic Family Wealth Counselors
New Jersey
$6.59M +$16K +1,112 +0.2%
BDF
167
Black Diamond Financial
Maryland
$6.48M +$1.94M +134,852 +41%
SW
168
SkyOak Wealth
Michigan
$6.4M +$145K +10,084 +2%
MWM
169
Meridian Wealth Management
Kentucky
$6.38M +$4.08K +284 +0.1%
AWS
170
Atria Wealth Solutions
New York
$6.37M -$5.84M -406,160 -47%
SCP
171
Shorepoint Capital Partners
Massachusetts
$6.27M -$198K -13,764 -3%
YIA
172
YHB Investment Advisors
Connecticut
$6.25M -$772K -53,720 -11%
AFG
173
Allegheny Financial Group
Pennsylvania
$6.25M +$875K +60,860 +16%
RCA
174
Reitz Capital Advisors
Michigan
$6.22M -$1.74M -120,816 -21%
EFG
175
Everhart Financial Group
Ohio
$6.21M +$294K +20,436 +5%