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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
251
Foster Victor Wealth Advisors
South Carolina
$6.9M -$809K -41,804 -11%
MS
252
Madden Securities
Texas
$6.88M -$69K -3,568 -1%
WCA
253
Waypoint Capital Advisors
Minnesota
$6.87M -$845K -43,700 -12%
DFA
254
DHJJ Financial Advisors
Illinois
$6.84M -$21.2K -1,096 -0.3%
SFMG
255
Sage Financial Management Group
Virginia
$6.8M -$91.7K -4,740 -1%
EWA
256
EP Wealth Advisors
California
$6.79M +$615K +31,784 +11%
LFP
257
Leeward Financial Partners
Washington
$6.77M +$128K +6,612 +2%
MAM
258
McCarthy Asset Management
California
$6.76M +$1.1M +56,896 +21%
DADC
259
D.A. Davidson & Co
Montana
$6.75M -$93.5K -4,832 -1%
SAM
260
Smithbridge Asset Management
Pennsylvania
$6.73M -$73.6K -3,804 -1%
DAS
261
Dynamic Advisor Solutions
Arizona
$6.7M +$128K +6,624 +2%
SCM
262
Spreng Capital Management
Ohio
$6.68M +$1.1M +57,104 +22%
MMA
263
Miracle Mile Advisors
California
$6.61M -$1.37M -71,072 -18%
C
264
Certuity
Florida
$6.52M -$44.8K -2,316 -0.7%
ISWM
265
Independent Solutions Wealth Management
New York
$6.45M +$535K +27,684 +10%
CMP
266
Courage Miller Partners
Virginia
$6.43M -$248K -12,840 -4%
JWA
267
JFS Wealth Advisors
Pennsylvania
$6.38M -$269K -13,924 -4%
CIA
268
Cape Investment Advisory
Georgia
$6.35M -$227K -11,740 -4%
IFG
269
Independent Financial Group
California
$6.24M +$1.02M +52,560 +21%
CFGA
270
Cambridge Financial Group (Arizona)
Arizona
$6.19M +$5.77M +298,236 New
GG
271
Gleason Group
Kentucky
$6.11M +$7.35K +380 +0.1%
WSTAM
272
Wilbanks Smith & Thomas Asset Management
Virginia
$6.07M -$367K -18,980 -6%
IIC
273
Integrated Investment Consultants
Michigan
$6.03M – – –
RFA
274
RTD Financial Advisors
Pennsylvania
$6.02M -$203K -10,520 -3%
OWM
275
OneAscent Wealth Management
Alabama
$6M +$5.6M +289,340 New
9 10
11
12 13