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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
251
Fiduciary Alliance
South Carolina
$9.5M +$1.25M +49,520 +16%
KWM
252
Kingsview Wealth Management
Oregon
$9.48M +$1.45M +57,712 +19%
TFG
253
Team Financial Group
California
$9.46M +$389K +15,460 +4%
CCM
254
Coldstream Capital Management
Washington
$9.43M -$218K -8,660 -2%
CW
255
Code Waechter
Florida
$9.43M +$9.11M +362,116 New
OWM
256
Opes Wealth Management
California
$9.34M -$77.2K -3,068 -0.8%
SFMG
257
Sage Financial Management Group
Virginia
$9.26M +$8.94M +355,348 New
ATWA
258
Arbor Trust Wealth Advisors
Michigan
$9.24M – – –
HWMC
259
Heritage Wealth Management (California)
California
$9.24M -$275K -10,916 -3%
ASI
260
Advisory Services & Investments
Oregon
$9.2M -$849K -33,728 -9%
DFA
261
DHJJ Financial Advisors
Illinois
$9.07M +$71.9K +2,856 +0.8%
SF
262
Synovus Financial
Georgia
$8.85M +$3.95M +157,084 +86%
EWA
263
EP Wealth Advisors
California
$8.77M +$500K +19,868 +6%
FIA
264
Foundations Investment Advisors
Arizona
$8.74M +$3.84M +152,420 +83%
ECA
265
Elevation Capital Advisory
Oregon
$8.71M -$586K -23,304 -7%
SCP
266
Shorepoint Capital Partners
Massachusetts
$8.71M -$146K -5,800 -2%
PA
267
PFG Advisors
Arizona
$8.64M -$13.9K -552 -0.2%
ACA
268
Affinity Capital Advisors
California
$8.61M -$37.2K -1,480 -0.4%
MFG
269
Mainsail Financial Group
Washington
$8.33M -$460K -18,288 -5%
DAS
270
Dynamic Advisor Solutions
Arizona
$8.29M -$646K -25,668 -7%
AWM
271
AE Wealth Management
Kansas
$8.22M -$751K -29,828 -9%
TWP
272
Total Wealth Planning
Ohio
$8.16M -$181K -7,176 -2%
PPC
273
Park Place Capital
Alabama
$8.12M -$279K -11,072 -3%
WMWM
274
Whitaker-Myers Wealth Managers
Ohio
$8.11M +$998K +39,644 +15%
FWA
275
FSM Wealth Advisors
Ohio
$8.07M +$642K +25,524 +9%
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