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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
326
Cutter & Co Brokerage
Missouri
$557K +$794 +72 +0.2%
NCM
327
Northwest Capital Management
Oregon
$549K -$19.8K -1,792 -4%
TFS
328
TrustCore Financial Services
Tennessee
$545K – – –
HAS
329
HBW Advisory Services
California
$539K +$511K +46,384 New
JCM
330
Jacobsen Capital Management
Utah
$533K -$148K -13,384 -23%
AAS
331
Avantax Advisory Services
Texas
$525K +$496K +45,032 New
JMPWA
332
JP Morgan Private Wealth Advisors
California
$519K +$23.6K +2,144 +5%
AFP
333
Ausdal Financial Partners
Iowa
$514K +$80K +7,256 +21%
FI
334
FormulaFolio Investments
Michigan
$509K -$13.4K -1,216 -3%
YWP
335
YorkBridge Wealth Partners
New York
$505K -$243K -22,016 -34%
AA
336
Ancora Advisors
Ohio
$501K +$10.8K +984 +2%
LF
337
LifeSteps Financial
California
$500K +$475K +43,056 New
FCA
338
FinTrust Capital Advisors
South Carolina
$499K -$6.53K -592 -1%
PSUF
339
People's United Financial
Connecticut
$490K +$84.6K +7,680 +22%
GRP
340
Global Retirement Partners
California
$485K -$2.38K -216 -0.5%
SFS
341
Summit Financial Strategies
Ohio
$484K +$176 +16 +0%
AMG
342
Asset Management Group
Connecticut
$479K +$2.03K +184 +0.4%
MIP
343
Marietta Investment Partners
Wisconsin
$473K +$10.9K +992 +2%
MWA
344
Martel Wealth Advisors
Washington
$467K -$1.32K -120 -0.3%
GBBWRPM
345
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$465K +$29.8K +2,704 +7%
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$464K -$133K -12,040 -23%
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$461K -$4.26M -386,312 -91%
SWM
348
Segment Wealth Management
Texas
$461K -$2.65K -240 -0.6%
CHP
349
Cable Hill Partners
Oregon
$452K -$1.15K -104 -0.3%
MMHP
350
Murphy Middleton Hinkle & Parker
Georgia
$449K +$86.5K +7,848 +25%
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