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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
401
YorkBridge Wealth Partners
New York
$1.06M +$24.1K +1,208 +2%
KA
402
Kovack Advisors
Florida
$1.05M +$406K +20,312 +65%
EL
403
Essex LLC
Illinois
$1.05M +$29.1K +1,456 +3%
AC
404
Avestar Capital
New York
$1.04M – – –
DT
405
Diversified Trust
Tennessee
$1.03M – – –
FAG
406
Fortitude Advisory Group
Washington
$1.03M +$1.01M +50,360 New
BRWA
407
B. Riley Wealth Advisors
Florida
$1.03M +$28.6K +1,432 +3%
LAIC
408
Lederer & Associates Investment Counsel
California
$1.02M +$164K +8,216 +20%
SWM
409
Southern Wealth Management
Texas
$1.02M -$21.4K -1,072 -2%
MCA
410
MSH Capital Advisors
Arizona
$1.02M +$999K +50,000 New
JC
411
Jentner Corp
Ohio
$1.02M -$60.8K -3,040 -6%
FTS
412
Fifth Third Securities
Ohio
$994K +$970K +48,536 New
RDIA
413
RE Dickinson Investment Advisors
Iowa
$978K +$955K +47,784 New
DB
414
Dravo Bay
Delaware
$974K +$1.11M +55,592 New
UB
415
UMB Bank
Missouri
$964K – – –
AFG
416
Alterity Financial Group
Maine
$960K +$937K +46,888 New
CPIG
417
Chicago Partners Investment Group
Illinois
$958K -$115K -5,776 -10%
LJAC
418
L.J. Altfest & Co
New York
$949K -$28K -1,400 -3%
CP
419
Camelot Portfolios
Ohio
$949K +$71.2K +3,560 +8%
CWM
420
Cedar Wealth Management
California
$937K -$20K -1,000 -2%
WA
421
Wealth Architects
California
$933K -$10.7K -536 -1%
RF
422
Rollins Financial
Georgia
$933K +$911K +45,576 New
S
423
SignatureFD
Georgia
$930K -$21.7K -1,088 -2%
SFG
424
SevenBridge Financial Group
Pennsylvania
$926K -$175K -8,744 -16%
DY
425
Dowling & Yahnke
California
$923K +$339K +16,960 +60%
15 16
17
18 19