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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
351
World Investment Advisors
California
$1.63M -$14.3M -715,832 -89%
HA
352
Herold Advisors
New York
$1.62M – – –
CHA
353
Carmichael Hill & Associates
Maryland
$1.59M +$9.12K +456 +0.6%
BAM
354
Belpointe Asset Management
Nevada
$1.57M +$109K +5,448 +8%
FA
355
Fagan Associates
New York
$1.56M +$100K +5,016 +7%
TRCT
356
Tower Research Capital (TRC)
New York
$1.55M -$101K -5,056 -6%
CFO
357
Collective Family Office
Pennsylvania
$1.54M -$745K -37,288 -33%
CWM
358
Cornerstone Wealth Management
Missouri
$1.54M -$479K -23,984 -24%
SA
359
Strategic Advisors
New York
$1.54M -$145K -7,240 -9%
LW
360
Linscomb Wealth
Texas
$1.52M – – –
AIP
361
Almanack Investment Partners
Pennsylvania
$1.49M -$11.7M -584,464 -89%
PCMN
362
Paradigm Capital Management (Nevada)
Nevada
$1.49M +$1.45M +72,640 New
IA
363
IndexIQ Advisors
New York
$1.46M -$814K -40,744 -36%
MWM
364
Merriman Wealth Management
Washington
$1.44M -$24.1K -1,208 -2%
IF
365
Intrua Financial
Texas
$1.41M -$170K -8,504 -11%
SIAG
366
Signet Investment Advisory Group
Rhode Island
$1.4M +$103K +5,152 +8%
JGCM
367
Joseph Group Capital Management
Ohio
$1.4M +$1.37M +68,304 New
ICM
368
Islay Capital Management
Texas
$1.38M – – –
WPW
369
Warther Private Wealth
Ohio
$1.35M -$11K -552 -0.8%
PFBT
370
Parkside Financial Bank & Trust
Missouri
$1.34M -$28.3K -1,416 -2%
OPWM
371
Oxinas Partners Wealth Management
Indiana
$1.3M +$92.1K +4,608 +8%
MWA
372
Martel Wealth Advisors
Washington
$1.3M +$54K +2,704 +4%
MTIC
373
Missouri Trust & Investment Company
Missouri
$1.29M +$1.26M +63,064 New
BFA
374
Beacon Financial Advisory
Ohio
$1.28M +$42.7K +2,136 +4%
CPFP
375
Clear Perspectives Financial Planning
Ohio
$1.28M -$94.7K -4,736 -7%
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