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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
226
Everhart Financial Group
Ohio
$13M -$284K -10,383 -2%
DADC
227
D.A. Davidson & Co
Montana
$13M +$500K +18,284 +4%
CKAIS
228
Christensen King & Associates Investment Services
Washington
$13M -$90.3K -3,301 -0.7%
DCM
229
Donaldson Capital Management
Indiana
$12.9M +$6.45M +235,934 +103%
AWM
230
Apex Wealth Management
New Hampshire
$12.9M +$12.7M +464,092 New
GGI
231
GPM Growth Investors
Michigan
$12.9M +$79.4K +2,905 +0.6%
TPCW
232
TD Private Client Wealth
New York
$12.9M +$1.89M +69,001 +18%
MIFH
233
Migdal Insurance & Financial Holdings
Israel
$12.8M +$36.1K +1,321 +0.3%
DC
234
Dahring Cusmano
Michigan
$12.8M +$12.6M +459,940 New
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$12.8M -$4.82M -176,160 -28%
QAM
236
Q3 Asset Management
Michigan
$12.7M -$3.01M -109,961 -19%
BP
237
Broadleaf Partners
Ohio
$12.6M +$399K +14,575 +3%
AI
238
Atria Investments
North Carolina
$12.5M -$1.15M -42,219 -9%
PSCM
239
Per Stirling Capital Management
Texas
$12.4M -$427K -15,608 -3%
GA
240
Guerra Advisors
Florida
$12M +$11.8M +432,053 New
AFA
241
AllGen Financial Advisors
Florida
$12M -$985K -36,013 -8%
RA
242
RFG Advisory
Alabama
$12M +$734K +26,823 +7%
WMA
243
William Mack & Associates
Michigan
$12M +$11.8M +430,317 New
CL
244
Choreo LLC
Illinois
$12M +$7.1M +259,479 +156%
NFG
245
Northeast Financial Group
Pennsylvania
$11.9M -$1.87M -68,454 -14%
FA
246
Fiduciary Alliance
South Carolina
$11.9M +$1.66M +60,632 +17%
KWM
247
Kingsview Wealth Management
Oregon
$11.8M +$1.58M +57,821 +16%
CPA
248
Clear Point Advisors
New York
$11.6M +$1.28K +47 +0%
FWP
249
FAS Wealth Partners
Kansas
$11.5M -$181K -6,627 -2%
ACS
250
Archford Capital Strategies
Illinois
$11.5M -$14.5M -529,704 -56%
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