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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
226
Sage Financial Management Group
Virginia
$6.04M +$6.26M +332,456 New
DFA
227
DHJJ Financial Advisors
Illinois
$6.02M -$238K -12,624 -4%
DADC
228
D.A. Davidson & Co
Montana
$6M +$37.8K +2,008 +0.6%
SAM
229
Smithbridge Asset Management
Pennsylvania
$5.97M +$22.9K +1,216 +0.4%
DAS
230
Dynamic Advisor Solutions
Arizona
$5.92M +$43.9K +2,332 +0.7%
CMP
231
Courage Miller Partners
Virginia
$5.87M +$167K +8,860 +3%
JWA
232
JFS Wealth Advisors
Pennsylvania
$5.84M -$24.8K -1,316 -0.4%
LFP
233
Leeward Financial Partners
Washington
$5.81M +$997K +52,972 +20%
CIA
234
Cape Investment Advisory
Georgia
$5.78M -$109K -5,792 -2%
C
235
Certuity
Florida
$5.75M +$1.53M +81,496 +35%
WSTAM
236
Wilbanks Smith & Thomas Asset Management
Virginia
$5.67M -$85K -4,516 -1%
PFWA
237
Paces Ferry Wealth Advisors
Georgia
$5.66M -$222K -11,812 -4%
AF
238
Allworth Financial
California
$5.63M +$5.53M +293,836 +1,878%
CWM
239
Curi Wealth Management
North Carolina
$5.61M +$477K +25,360 +9%
NDSI
240
Newman Dignan & Sheerar Inc
Rhode Island
$5.53M -$319K -16,936 -5%
LWM
241
Laidlaw Wealth Management
New York
$5.48M -$3.43M -182,092 -38%
RFA
242
RTD Financial Advisors
Pennsylvania
$5.47M -$260K -13,828 -4%
EWA
243
EP Wealth Advisors
California
$5.37M +$5.32M +282,816 +2,248%
GG
244
Gleason Group
Kentucky
$5.35M -$41.2K -2,188 -0.7%
RFM
245
Royal Fund Management
Florida
$5.34M +$124K +6,592 +2%
QAM
246
Q3 Asset Management
Michigan
$5.31M -$6.33M -336,524 -54%
IIC
247
Integrated Investment Consultants
Michigan
$5.28M -$306K -16,240 -5%
SPC
248
Sigma Planning Corp
Michigan
$5.28M +$700K +37,192 +15%
AI
249
Atria Investments
North Carolina
$5.24M +$1.63M +86,580 +43%
ISWM
250
Independent Solutions Wealth Management
New York
$5.15M +$50.7K +2,692 +1%
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