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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
226
Arbor Trust Wealth Advisors
Michigan
$1.9M +$21.9K +1,880 +1%
BAM
227
Berkshire Asset Management
Pennsylvania
$1.89M -$12.4K -1,064 -0.7%
PA
228
PFG Advisors
Arizona
$1.89M -$92.6K -7,944 -5%
EH
229
Equitable Holdings
New York
$1.85M +$123K +10,520 +8%
KFGK
230
Keystone Financial Group (Kentucky)
Kentucky
$1.84M +$89.8K +7,704 +6%
LFA
231
Legend Financial Advisors
Pennsylvania
$1.82M -$264K -22,600 -14%
IFG
232
Independent Financial Group
California
$1.77M -$53.4K -4,576 -3%
CWM
233
Chesapeake Wealth Management
Virginia
$1.77M +$50.4K +4,320 +3%
BBPWM
234
Blue Bell Private Wealth Management
Pennsylvania
$1.75M -$28.8K -2,472 -2%
AP
235
Adero Partners
California
$1.75M +$34.5K +2,960 +2%
GHA
236
GW Henssler & Associates
Georgia
$1.72M -$674K -57,784 -30%
EWM
237
Evercore Wealth Management
New York
$1.69M – – –
BIA
238
Bigelow Investment Advisors
Maine
$1.68M +$1.54M +132,064 New
LBC
239
Lowe Brockenbrough & Co
Virginia
$1.67M -$466K -40,000 -23%
BCWM
240
Bartlett & Co Wealth Management
Ohio
$1.61M +$93 +8 +0%
BC
241
Bartlett & Co
Ohio
$1.6M +$93 +8 +0%
ECG
242
Edge Capital Group
Georgia
$1.58M +$280 +24 +0%
DSC
243
Duncker Streett & Co
Missouri
$1.57M +$229K +19,680 +19%
GC
244
Gratus Capital
Georgia
$1.57M -$335K -28,712 -19%
OMC
245
Old Mission Capital
Illinois
$1.53M +$1.4M +120,344 New
PCMC
246
Private Capital Management (Colorado)
Colorado
$1.53M -$85.6K -7,344 -6%
RWRC
247
R.W. Roge & Company
New York
$1.52M -$86.2K -7,392 -6%
CIAS
248
Capital Investment Advisory Services
North Carolina
$1.47M +$64.6K +5,544 +5%
SC
249
Savant Capital
Illinois
$1.46M +$123K +10,536 +10%
JFG
250
JMG Financial Group
Illinois
$1.45M +$8.49K +728 +0.6%
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