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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
226
Independent Financial Group
California
$18.2M +$3.08M +92,852 +21%
KFS
227
Kaizen Financial Strategies
California
$17.7M -$1.15M -34,787 -6%
GCA
228
Genesee Capital Advisors
New York
$17.7M +$15.6M +471,154 +899%
AI
229
Atria Investments
North Carolina
$17.5M -$1.03M -31,135 -6%
AWS
230
Aspen Wealth Strategies
Colorado
$17.5M +$476K +14,356 +3%
SA
231
Skyline Advisors
Washington
$17.5M -$243K -7,341 -1%
CFMC
232
Curbstone Financial Management Corp
New Hampshire
$17.2M -$88.1K -2,660 -0.5%
IA
233
IFS Advisors
Kansas
$17M +$41.4K +1,249 +0.2%
SW
234
Simplicity Wealth
New Jersey
$16.9M +$3.54M +106,718 +27%
SFG
235
Sage Financial Group
Pennsylvania
$16.8M -$224K -6,771 -1%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$16.7M -$147K -4,430 -0.9%
MWM
237
MinichMacGregor Wealth Management
New York
$16.6M +$249K +7,523 +2%
IA
238
Integrity Alliance
Iowa
$16.5M +$496K +14,981 +3%
NLWP
239
Next Level Wealth Planning
Idaho
$16.3M +$595K +17,942 +4%
PMG
240
ProVise Management Group
Florida
$16.2M +$34.2K +1,032 +0.2%
CNWM
241
Clay Northam Wealth Management
California
$16.2M -$158K -4,766 -1%
FA
242
Fiduciary Alliance
South Carolina
$16M -$4.16M -125,421 -21%
DADC
243
D.A. Davidson & Co
Montana
$16M +$191K +5,761 +1%
DC
244
Dahring Cusmano
Michigan
$15.8M +$221K +6,669 +1%
BRWM
245
Blue Rock Wealth Management
North Carolina
$15.7M -$315K -9,510 -2%
AWM
246
Arista Wealth Management
Nevada
$15.6M +$4.59M +138,635 +43%
SCM
247
SummitPoint Capital Management
Colorado
$15.4M +$2.57M +77,610 +21%
MWA
248
Martel Wealth Advisors
Washington
$15.2M -$245K -7,396 -2%
MFG
249
Mainsail Financial Group
Washington
$15.1M +$2.27M +68,507 +18%
YIA
250
YHB Investment Advisors
Connecticut
$15M -$537K -16,193 -4%
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