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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
326
Independent Solutions Wealth Management
New York
$9.62M +$101K +3,300 +1%
SW
327
Simplicity Wealth
New Jersey
$9.61M -$5.02M -164,713 -35%
NFW
328
Noble Family Wealth
Florida
$9.56M -$88.4K -2,900 -1%
RSWM
329
Robertson Stephens Wealth Management
California
$9.56M +$6.93M +227,414 +315%
WMWM
330
Wilkins Miller Wealth Management
Alabama
$9.46M +$203K +6,660 +2%
SAM
331
Smartleaf Asset Management
Massachusetts
$9.46M +$8.47M +277,889 +1,415%
WF
332
Warner Financial
Maryland
$9.44M +$45.4K +1,491 +0.5%
BCM
333
Brookstone Capital Management
Illinois
$9.4M -$202K -6,614 -2%
BEI
334
Benjamin Edwards Inc
Missouri
$9.3M +$692K +22,711 +8%
CMP
335
Courage Miller Partners
Virginia
$9.16M -$504K -16,551 -5%
TWP
336
Total Wealth Planning
Ohio
$9.05M -$496K -16,269 -5%
P
337
&Partners
Tennessee
$8.87M +$1.04M +34,236 +14%
KV
338
Kickstand Ventures
New York
$8.8M -$1.42M -46,490 -14%
OCPWS
339
One Charles Private Wealth Services
Massachusetts
$8.78M +$965K +31,651 +13%
FNBSF
340
First National Bank Sioux Falls
South Dakota
$8.64M -$64.4K -2,114 -0.8%
CA
341
CoreCap Advisors
Michigan
$8.6M -$92.3K -3,027 -1%
CFGA
342
Cambridge Financial Group (Arizona)
Arizona
$8.56M -$142K -4,648 -2%
FS
343
Financially Speaking
Colorado
$8.55M +$631K +20,718 +8%
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$8.55M -$4.84M -158,799 -37%
MAG
345
Mayfair Advisory Group
Alabama
$8.47M +$132K +4,338 +2%
JFG
346
JMG Financial Group
Illinois
$8.45M +$1.89K +62 +0%
IIC
347
Integrated Investment Consultants
Michigan
$8.4M +$2.25K +74 +0%
CFGSD
348
Compass Financial Group (South Dakota)
South Dakota
$8.28M +$601K +19,709 +8%
RA
349
RFG Advisory
Alabama
$8.16M -$3.78M -124,083 -33%
CA
350
Cambridge Advisors
Nebraska
$8.14M +$40.1K +1,316 +0.5%
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14
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