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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
201
Whitegate Investment Counselors
New Hampshire
$499K +$2.61K +280 +0.5%
FAM
202
Foothills Asset Management
Arizona
$472K +$41.1K +4,416 +10%
FA
203
Fagan Associates
New York
$469K +$153K +16,384 +50%
VIA
204
Vantage Investment Advisors
Pennsylvania
$465K +$142K +15,304 +45%
Wolverine Trading
205
Wolverine Trading
Illinois
$449K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$445K +$18K +1,936 +4%
CP
207
Camelot Portfolios
Ohio
$445K +$89.5K +9,616 +26%
LWAC
208
Laurel Wealth Advisors (California)
California
$438K +$99.1K +10,640 +30%
SS
209
Simplicity Solutions
Minnesota
$436K -$172K -18,424 -29%
MIP
210
Marietta Investment Partners
Wisconsin
$436K -$104K -11,216 -20%
DWM
211
Destination Wealth Management
California
$430K -$3.78M -405,696 -90%
HIC
212
Hartline Investment Corp
Illinois
$418K +$31.7K +3,400 +8%
FLA
213
Financial Life Advisors
Texas
$407K -$23.6K -2,536 -6%
TFS
214
TrustCore Financial Services
Tennessee
$393K +$82.2K +8,824 +27%
B
215
Bailard
California
$386K
OCM
216
Orser Capital Management
Texas
$381K -$13.4K -1,440 -4%
AFP
217
Ausdal Financial Partners
Iowa
$381K +$28.8K +3,096 +8%
AIP
218
Almanack Investment Partners
Pennsylvania
$378K +$372K +39,928 New
FAAS
219
First Allied Advisory Services
California
$369K -$28.9K -3,104 -7%
CA
220
Continuum Advisory
Idaho
$369K -$14.6K -1,568 -4%
VFA
221
Valeo Financial Advisors
Indiana
$360K -$43.4K -4,656 -11%
DAS
222
Dynamic Advisor Solutions
Arizona
$357K +$87.1K +9,360 +33%
AWE
223
Avidian Wealth Enterprises
Texas
$356K
S
224
SignatureFD
Georgia
$346K -$56K -6,016 -14%
SLF
225
Sun Life Financial
Ontario, Canada
$346K +$316K +33,936 +1,293%