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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
401
Townsend Asset Management
North Carolina
$2.67M +$56.3K +2,908 +2%
BAMG
402
Brand Asset Management Group
Missouri
$2.66M +$335K +17,328 +16%
TW
403
Transform Wealth
Colorado
$2.65M +$154K +7,948 +7%
CIC
404
Carnegie Investment Counsel
Ohio
$2.65M +$154K +7,948 +7%
HFA
405
Highland Financial Advisors
New Jersey
$2.64M +$803K +41,500 +48%
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$2.63M +$503K +25,992 +26%
GAA
407
Guardian Asset Advisors
Pennsylvania
$2.61M +$2.43M +125,704 New
MCA
408
Millennium Capital Advisors
Arkansas
$2.59M -$27.4K -1,416 -1%
AIM
409
Athena Investment Management
California
$2.58M +$13.2K +680 +0.5%
TYCC
410
Texas Yale Capital Corp
Florida
$2.58M +$696 +36 +0%
LWM
411
LongView Wealth Management
Georgia
$2.57M +$2.41M +124,496 New
SFC
412
Sprinkle Financial Consultants
Colorado
$2.56M +$2.39M +123,484 New
WWM
413
Western Wealth Management
Colorado
$2.56M +$85K +4,392 +4%
CWM
414
Congress Wealth Management
Massachusetts
$2.54M +$81.9K +4,236 +4%
S
415
SignatureFD
Georgia
$2.54M +$13.5K +696 +0.6%
BA
416
Bridge Advisory
California
$2.53M +$2.36M +121,928 New
EWM
417
Evercore Wealth Management
New York
$2.52M – – –
IWP
418
Invenio Wealth Partners
Florida
$2.51M +$665K +34,372 +40%
ATPW
419
Ashton Thomas Private Wealth
Arizona
$2.46M +$1.96M +101,420 +583%
OPA
420
Old Port Advisors
Maine
$2.46M -$551K -28,508 -19%
NSG
421
Nalls Sherbakoff Group
Tennessee
$2.45M +$9.98K +516 +0.4%
SCA
422
STALEY CAPITAL ADVISERS
Pennsylvania
$2.43M – – –
PCA
423
Pallas Capital Advisors
Massachusetts
$2.42M -$634K -32,752 -22%
GG
424
GenWealth Group
New Jersey
$2.4M -$122K -6,312 -5%
TWP
425
Tempus Wealth Planning
California
$2.38M +$182K +9,412 +9%
15 16
17
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