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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
351
Columbia Advisory Partners
Washington
$3.48M +$260K +13,440 +9%
IA
352
Insight Advisors
Pennsylvania
$3.48M -$211K -10,908 -6%
CW
353
Connectus Wealth
Ohio
$3.47M -$1.08M -55,836 -25%
MFG
354
Magnus Financial Group
New York
$3.43M +$396K +20,484 +14%
IAA
355
Independent Advisor Alliance
North Carolina
$3.42M +$381K +19,688 +14%
DB
356
Dravo Bay
Delaware
$3.42M +$2.4K +124 +0.1%
DCM
357
Donaldson Capital Management
Indiana
$3.42M +$231K +11,960 +8%
AIA
358
Arcadia Investment Advisors
Idaho
$3.4M -$8.2K -424 -0.3%
ECML
359
Eagle Capital Management (Louisiana)
Louisiana
$3.4M -$56.6K -2,928 -2%
DWM
360
Dakota Wealth Management
Florida
$3.39M +$201K +10,376 +7%
HWA
361
HCR Wealth Advisors
California
$3.38M +$34.4K +1,780 +1%
GIA
362
Gladstone Institutional Advisory
Florida
$3.38M -$101K -5,224 -3%
KBFS
363
Kohmann Bosshard Financial Services
Ohio
$3.37M -$227K -11,748 -7%
NJIM
364
Nabity-Jensen Investment Management
Nebraska
$3.35M +$3.13M +161,592 New
LCM
365
Liberty Capital Management
Michigan
$3.3M +$493K +25,480 +19%
FPFS
366
First Personal Financial Services
North Carolina
$3.28M -$267K -13,804 -8%
CWM
367
Chesapeake Wealth Management
Virginia
$3.24M +$186K +9,616 +7%
GWA
368
GGM Wealth Advisors
Maryland
$3.22M +$208K +10,768 +8%
CCM
369
Cambridge Capital Management
Illinois
$3.18M +$2.97M +153,356 New
SF
370
Synovus Financial
Georgia
$3.17M +$2.25M +116,556 +320%
CWM
371
Curi Wealth Management
North Carolina
$3.15M -$3.04M -157,140 -51%
SAM
372
Smartleaf Asset Management
Massachusetts
$3.14M +$2.91M +150,616 New
BFM
373
Broadview Financial Management
Wisconsin
$3.13M -$148K -7,636 -5%
EA
374
Eudaimonia Advisors
Tennessee
$3.12M -$1.01K -52 -0%
ADL
375
Asset Dedication LLC
California
$3.1M -$134K -6,936 -4%
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15
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