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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
326
Parallel Advisors
California
$68K +$66K +6,624 New
BCM
327
Blume Capital Management
California
$66K – – –
AF
328
Allworth Financial
California
$54K – – –
AOWM
329
Alpha Omega Wealth Management
Virginia
$54K – – –
JFA
330
JNBA Financial Advisors
Minnesota
$54K +$52.2K +5,240 New
FBT
331
First Bank & Trust
South Dakota
$51K – – –
MSFP
332
Mark Sheptoff Financial Planning
Connecticut
$45K – – –
RCG
333
Ruggie Capital Group
Florida
$44K +$42.8K +4,296 New
CTB
334
Country Trust Bank
Illinois
$41K – – –
ECM
335
Exchange Capital Management
Michigan
$37K – – –
CFD
336
Creative Financial Designs
Indiana
$34K +$18K +1,808 +116%
CFA
337
Carroll Financial Associates
North Carolina
$33K +$24.5K +2,464 +299%
BWM
338
BerganKDV Wealth Management
Minnesota
$32K – – –
KJWM
339
Kiley Juergens Wealth Management
Washington
$27K – – –
SMFS
340
Squar Milner Financial Services
California
$27K – – –
LWA
341
Lowe Wealth Advisors
Maryland
$25K – – –
WTC
342
WhitTier Trust Company
Nevada
$23K – – –
DPA
343
Delphi Private Advisors
California
$23K +$80 +8 +0.4%
TC
344
Truvestments Capital
Florida
$19K +$18K +1,808 New
RFWA
345
RPg Family Wealth Advisory
Massachusetts
$17.1K – – –
PA
346
Perennial Advisors
New York
$16K -$1.83K -184 -11%
LWM
347
Lenox Wealth Management
Ohio
$15K – – –
PWAG
348
Polaris Wealth Advisory Group
California
$15K – – –
FCB
349
First Command Bank
Texas
$14K – – –
FCFS
350
First Command Financial Services
Texas
$14K – – –
12 13
14
15 16