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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
351
Avior Wealth Management
Nebraska
$1.21M +$231K +12,112 +23%
CIP
352
Capital Insight Partners
Arizona
$1.2M -$55.2K -2,896 -4%
CPIG
353
Chicago Partners Investment Group
Illinois
$1.2M +$178K +9,328 +19%
SIAG
354
Signet Investment Advisory Group
Rhode Island
$1.17M +$26.5K +1,392 +2%
NL
355
NWAM LLC
Washington
$1.17M -$1.68K -88 -0.1%
FC
356
Fusion Capital
South Carolina
$1.16M +$82K +4,304 +7%
TPA
357
Trivium Point Advisory
Connecticut
$1.16M +$25.8K +1,352 +2%
UWM
358
USAdvisors Wealth Management
Minnesota
$1.14M +$1.18M +61,720 New
APW
359
Austin Private Wealth
Texas
$1.14M +$178K +9,336 +18%
FWM
360
Frontier Wealth Management
Missouri
$1.13M +$78K +4,096 +7%
MWA
361
Martel Wealth Advisors
Washington
$1.12M +$35.5K +1,864 +3%
BFA
362
Beacon Financial Advisory
Ohio
$1.12M – – –
TFS
363
TrustCore Financial Services
Tennessee
$1.11M – – –
HC
364
Hoese & Co
Minnesota
$1.11M -$122K -6,400 -10%
NS
365
Newman & Schimel
Illinois
$1.1M -$62.5K -3,280 -5%
WWM
366
Windsor Wealth Management
Indiana
$1.09M +$152 +8 +0%
OPWM
367
Oxinas Partners Wealth Management
Indiana
$1.09M +$163K +8,568 +17%
VNA
368
Valley National Advisers
Pennsylvania
$1.09M – – –
B
369
Bailard
California
$1.09M – – –
SG
370
StoneX Group
New York
$1.08M +$67.5K +3,544 +6%
LFA
371
Legend Financial Advisors
Pennsylvania
$1.06M +$53.9K +2,832 +5%
PAMG
372
Patton Albertson Miller Group
Tennessee
$1.05M -$1.68K -88 -0.2%
BBW
373
Blue Barn Wealth
Utah
$1.05M +$17.1K +896 +2%
CAG
374
Compass Advisory Group
New York
$1.04M +$305 +16 +0%
FWM
375
Focused Wealth Management
New York
$1.04M +$1.07K +56 +0.1%
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