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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
376
Personal Capital Advisors
California
$712K +$66.8K +4,104 +10%
WIC
377
Whitegate Investment Counselors
New Hampshire
$708K -$220K -13,544 -24%
AIC
378
Ameritas Investment Company
Nebraska
$708K +$710K +43,616 New
LAIC
379
Lederer & Associates Investment Counsel
California
$707K -$73.5K -4,520 -9%
AA
380
Ancora Advisors
Ohio
$705K +$781 +48 +0.1%
BWA
381
Burt Wealth Advisors
Maryland
$701K -$3.9K -240 -0.6%
WG
382
Welch Group
Alabama
$691K -$49.6K -3,048 -7%
SFG
383
SevenBridge Financial Group
Pennsylvania
$690K +$102K +6,280 +17%
SFS
384
Summit Financial Strategies
Ohio
$681K – – –
WWM
385
Western Wealth Management
Colorado
$675K +$65.9K +4,048 +11%
AMG
386
Asset Management Group
Connecticut
$674K +$651 +40 +0.1%
CBFP
387
Cedar Brook Financial Partners
Ohio
$665K +$204K +12,560 +44%
SPIA
388
Steward Partners Investment Advisory
New York
$663K +$41.4K +2,544 +7%
PA
389
Paracle Advisors
Washington
$662K -$12.1K -744 -2%
OAJ
390
Ogorek Anthony Joseph
New York
$658K -$218K -13,384 -25%
FLA
391
Financial Life Advisors
Texas
$647K -$47K -2,888 -7%
CP
392
Camelot Portfolios
Ohio
$643K -$133K -8,184 -17%
HSA
393
HBK Sorce Advisory
Pennsylvania
$641K -$79.3K -4,872 -11%
MHS
394
M Holdings Securities
Oregon
$637K +$639K +39,240 New
LF
395
LifeSteps Financial
California
$615K +$130 +8 +0%
CAG
396
Csenge Advisory Group
Florida
$615K +$263K +16,184 +83%
CAM
397
Cozad Asset Management
Illinois
$606K – – –
CA
398
Calton & Associates
Florida
$587K -$71.9K -4,416 -11%
DW
399
Domani Wealth
Pennsylvania
$586K -$52.6K -3,232 -8%
AOWM
400
Alpha Omega Wealth Management
Virginia
$586K +$32.5K +2,000 +6%
14 15
16
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