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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
351
Stewardship Concepts Financial Services
Washington
$9.64M +$173K +5,222 +2%
ISWM
352
Independent Solutions Wealth Management
New York
$9.61M -$110K -3,316 -1%
PIP
353
Peachtree Investment Partners
Florida
$9.57M -$204K -6,142 -2%
APFP
354
Action Point Financial Planning
Michigan
$9.56M +$9.36M +282,570 New
CAM
355
Cresset Asset Management
Illinois
$9.49M -$108K -3,256 -1%
NFW
356
Noble Family Wealth
Florida
$9.43M -$117K -3,519 -1%
CMP
357
Courage Miller Partners
Virginia
$9.34M +$20.5K +620 +0.2%
BCI
358
Brinker Capital Investments
Pennsylvania
$9.29M -$2.32M -70,003 -20%
KW
359
Keyvantage Wealth
Pennsylvania
$9.21M -$187K -5,635 -2%
OCPWS
360
One Charles Private Wealth Services
Massachusetts
$9.2M -$109K -3,284 -1%
CA
361
CoreCap Advisors
Michigan
$9.19M +$12K +363 +0.1%
WIA
362
Wealthedge Investment Advisors
New York
$9.17M +$2.98M +89,782 +50%
FNBSF
363
First National Bank Sioux Falls
South Dakota
$9.12M – – –
PF
364
Prota Financial
Texas
$9.09M -$374K -11,298 -4%
RM
365
RCW Management
Florida
$9.06M +$77.3K +2,332 +0.9%
BBWP
366
Beacon Bridge Wealth Partners
Pennsylvania
$9.03M +$38.7K +1,169 +0.4%
FWM
367
Fingerlakes Wealth Management
New York
$8.89M +$557K +16,812 +7%
CL
368
CPWA LLC
Oregon
$8.88M +$34.1K +1,029 +0.4%
JFG
369
JMG Financial Group
Illinois
$8.87M +$245K +7,386 +3%
SAFS
370
S&A Financial Services
Kansas
$8.8M +$59K +1,780 +0.7%
GHA
371
GW Henssler & Associates
Georgia
$8.72M +$61.2K +1,848 +0.7%
SPIA
372
Steward Partners Investment Advisory
New York
$8.67M +$1.55M +46,682 +22%
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$8.59M -$7.02M -211,913 -45%
CIA
374
Cape Investment Advisory
Georgia
$8.55M -$96.6K -2,914 -1%
TF
375
Tenzing Financial
Virginia
$8.54M -$125K -3,781 -2%
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15
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