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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
376
Adero Partners
California
$975K +$8.7K +544 +0.8%
PFBT
377
Parkside Financial Bank & Trust
Missouri
$954K +$2.17K +136 +0.2%
AA
378
Aire Advisors
California
$954K +$30K +1,876 +3%
DLCIG
379
D.L. Carlson Investment Group
New Hampshire
$939K -$178K -11,132 -15%
BBW
380
Blue Barn Wealth
Utah
$934K +$181K +11,312 +21%
OPWM
381
Oxinas Partners Wealth Management
Indiana
$910K -$316K -19,784 -24%
VNA
382
Valley National Advisers
Pennsylvania
$905K -$2.94K -184 -0.3%
CWM
383
Castle Wealth Management
Florida
$900K +$992K +62,076 New
YWP
384
YorkBridge Wealth Partners
New York
$872K +$86.5K +5,412 +10%
FC
385
Fusion Capital
South Carolina
$859K +$18.1K +1,132 +2%
BCM
386
Brookstone Capital Management
Illinois
$854K -$108K -6,740 -11%
KWM
387
Kolinsky Wealth Management
New Jersey
$852K +$15.5K +972 +2%
KP
388
Keel Point
Alabama
$852K +$802K +50,168 New
B
389
Bailard
California
$851K – – –
ICM
390
Islay Capital Management
Texas
$847K -$76.7K -4,800 -8%
AWM
391
Avior Wealth Management
Nebraska
$845K +$32.2K +2,016 +4%
SCA
392
Scott Capital Advisors
Oregon
$840K +$382K +23,872 +70%
SWM
393
Southern Wealth Management
Texas
$837K +$123K +7,672 +15%
LFA
394
Legend Financial Advisors
Pennsylvania
$806K +$432K +27,016 +95%
NL
395
NWAM LLC
Washington
$790K -$109K -6,844 -11%
PWS
396
Precision Wealth Strategies
Missouri
$783K +$58.3K +3,648 +7%
GFP
397
Guardian Financial Partners
California
$778K +$147K +9,180 +21%
AG
398
Appleton Group
Wisconsin
$774K -$18.5M -1,155,416 -96%
AO
399
Advisor OS
Illinois
$773K +$1.41K +88 +0.2%
HC
400
Hoese & Co
Minnesota
$768K -$84.4K -5,280 -9%
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