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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
201
SRH Advisors
Kansas
$180K
APSP
202
Asset Planning Services (Pennsylvania)
Pennsylvania
$180K +$499 +64 +0.3%
TWA
203
TCI Wealth Advisors
Arizona
$156K +$4.36K +560 +3%
PCP
204
Proficio Capital Partners
Massachusetts
$130K
GWM
205
Geneos Wealth Management
Colorado
$126K +$4.24K +544 +4%
DAM
206
Delta Asset Management
Tennessee
$114K
BlackRock
207
BlackRock
New York
$113K -$14.1K -1,808 -11%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$93K -$7.05K -904 -7%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$91K
IF
210
Ironwood Financial
Arizona
$90K
SWA
211
Sutton Wealth Advisors
Florida
$82.2K -$4.05K -520 -5%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$80K +$78.5K +10,072 New
RCG
213
Ruggie Capital Group
Florida
$73K -$12.7K -1,632 -15%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$63K +$14.7K +1,888 +31%
SF
215
Synovus Financial
Georgia
$63K +$62.4K +8,000 New
Chevy Chase Trust
216
Chevy Chase Trust
Maryland
$56K +$9.35K +1,200 +20%
NIC
217
Northwest Investment Counselors
Oregon
$55K +$54.7K +7,024 New
BCM
218
Blume Capital Management
California
$51K -$35.4K -4,544 -41%
AF
219
Allworth Financial
California
$50K -$2.18K -280 -4%
DPA
220
Delphi Private Advisors
California
$43K
WCG
221
Wall Capital Group
Arizona
$42K
GRP
222
Global Retirement Partners
California
$41K +$28.5K +3,656 +234%
FBT
223
First Bank & Trust
South Dakota
$39K
CTC
224
Central Trust Company
Missouri
$37K
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$37K +$37K +4,744 New