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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
226
Cape Investment Advisory
Georgia
$6.06M -$140K -8,172 -2%
DAS
227
Dynamic Advisor Solutions
Arizona
$6.05M +$118K +6,872 +2%
MA
228
MBA Advisors
Pennsylvania
$6.05M +$2.05M +119,776 +59%
EWA
229
EP Wealth Advisors
California
$6.05M -$8.92M -520,212 -98%
PFWA
230
Paces Ferry Wealth Advisors
Georgia
$6.05M -$216K -12,628 -4%
JWA
231
JFS Wealth Advisors
Pennsylvania
$6.05M -$112K -6,532 -2%
NDSI
232
Newman Dignan & Sheerar Inc
Rhode Island
$6.02M -$1.22M -70,880 -18%
IWM
233
IHT Wealth Management
Illinois
$6M +$118K +6,860 +2%
WSTAM
234
Wilbanks Smith & Thomas Asset Management
Virginia
$5.93M -$141K -8,224 -3%
RFA
235
RTD Financial Advisors
Pennsylvania
$5.89M -$64.1K -3,736 -1%
CMP
236
Courage Miller Partners
Virginia
$5.88M -$635K -37,032 -11%
PFA
237
Pinnacle Family Advisors
Missouri
$5.75M +$3.12M +181,760 +145%
IIC
238
Integrated Investment Consultants
Michigan
$5.75M – – –
BAM
239
Berkshire Asset Management
Pennsylvania
$5.56M -$2.12M -123,720 -29%
GG
240
Gleason Group
Kentucky
$5.55M +$6.17K +360 +0.1%
JWBC
241
John W. Brooker & Co
California
$5.42M +$26.9K +1,568 +0.5%
IFG
242
Independent Financial Group
California
$5.39M +$1.75M +102,324 +55%
RFM
243
Royal Fund Management
Florida
$5.38M -$106K -6,156 -2%
CWM
244
Curi Wealth Management
North Carolina
$5.31M +$1.52M +88,616 +45%
GIA
245
Gladstone Institutional Advisory
Florida
$5.28M -$356K -20,784 -7%
VC
246
Veery Capital
Delaware
$5.28M +$51.1K +2,980 +1%
MFG
247
Mainsail Financial Group
Washington
$5.28M -$50.6K -2,952 -1%
ISWM
248
Independent Solutions Wealth Management
New York
$5.26M +$432K +25,188 +10%
MAM
249
McCarthy Asset Management
California
$5.25M -$743K -43,348 -13%
HI
250
Harbour Investments
Wisconsin
$5.13M +$120K +6,992 +3%
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