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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
251
Berkshire Asset Management
Pennsylvania
$14.3M -$681K -22,348 -5%
DADC
252
D.A. Davidson & Co
Montana
$14.2M +$89.7K +2,943 +0.7%
DFP
253
Defined Financial Planning
California
$14.2M +$1.36M +44,566 +11%
NLWP
254
Next Level Wealth Planning
Idaho
$14.2M +$599K +19,641 +5%
EFG
255
Everhart Financial Group
Ohio
$14.1M +$80.7K +2,647 +0.6%
PIP
256
Peachtree Investment Partners
Florida
$14.1M +$2.7M +88,628 +25%
CKAIS
257
Christensen King & Associates Investment Services
Washington
$14M -$66.6K -2,186 -0.5%
PF
258
Prosperitas Financial
California
$13.9M +$23.8K +780 +0.2%
ACS
259
Archford Capital Strategies
Illinois
$13.9M +$5.72M +187,743 +76%
FIA
260
Foundations Investment Advisors
Arizona
$13.9M +$805K +26,400 +6%
GA
261
Guerra Advisors
Florida
$13.8M -$975K -32,002 -7%
AZ
262
Alpha Zero
Florida
$13.7M +$507K +16,648 +4%
SF
263
Schaeffer Financial
Maryland
$13.6M +$145K +4,767 +1%
FWA
264
FSM Wealth Advisors
Ohio
$13.6M +$919K +30,140 +8%
JWCA
265
J.W. Cole Advisors
Florida
$13.5M +$1.72M +56,453 +15%
AIP
266
Almanack Investment Partners
Pennsylvania
$13.2M -$11.2M -366,127 -47%
FWS
267
FinDec Wealth Services
California
$13.1M -$1.27M -41,656 -9%
OWM
268
Opes Wealth Management
California
$13.1M +$54.2K +1,779 +0.4%
BP
269
Broadleaf Partners
Ohio
$13.1M -$2.07M -67,961 -14%
RW
270
Regimen Wealth
Georgia
$13.1M -$92K -3,018 -0.7%
LFP
271
Leeward Financial Partners
Washington
$13M +$307K +10,060 +3%
PSCM
272
Per Stirling Capital Management
Texas
$12.8M +$10.5K +344 +0.1%
IFG
273
Independent Financial Group
California
$12.7M +$458K +15,028 +4%
IA
274
IFS Advisors
Kansas
$12.6M -$238K -7,805 -2%
PWA
275
Portus Wealth Advisors
North Carolina
$12.5M +$12M +393,146 New
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