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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
$3.08M +$87.5K +3,956 +3%
FFS
402
Founders Financial Securities
Maryland
$3.05M +$393K +17,784 +16%
CFGSD
403
Compass Financial Group (South Dakota)
South Dakota
$3.05M +$690K +31,212 +31%
BOPW
404
Brandywine Oak Private Wealth
Pennsylvania
$3.05M +$88 +4 +0%
DIA
405
Dana Investment Advisors
Wisconsin
$3.02M -$377K -17,040 -12%
PWS
406
Precision Wealth Strategies
Missouri
$3.01M +$1.44M +64,936 +100%
AA
407
Aire Advisors
California
$3M -$141K -6,396 -5%
MCCA
408
Mill Creek Capital Advisors
Pennsylvania
$2.99M -$6.46K -292 -0.2%
CW
409
CreativeOne Wealth
Kansas
$2.99M +$2.57M +116,128 +909%
RPGK
410
Retirement Planning Group (Kansas)
Kansas
$2.99M +$41.8K +1,888 +1%
HFA
411
Highland Financial Advisors
New Jersey
$2.95M – – –
CRC
412
Curi RMB Capital
Illinois
$2.94M +$2.44M +110,476 +676%
BAMG
413
Brand Asset Management Group
Missouri
$2.92M -$50.3K -2,272 -2%
MCA
414
Millennium Capital Advisors
Arkansas
$2.9M +$11.9K +540 +0.4%
AIM
415
Athena Investment Management
California
$2.89M -$1.15K -52 -0%
TYCC
416
Texas Yale Capital Corp
Florida
$2.89M – – –
CFG
417
Cooper Financial Group
California
$2.89M +$257K +11,616 +10%
MOS
418
MGO One Seven
Ohio
$2.86M +$287K +12,976 +12%
CWM
419
Congress Wealth Management
Massachusetts
$2.85M +$11.4K +516 +0.4%
SFC
420
Sprinkle Financial Consultants
Colorado
$2.85M -$16.1K -728 -0.6%
GG
421
GenWealth Group
New Jersey
$2.84M +$156K +7,036 +6%
GFP
422
Guardian Financial Partners
California
$2.83M +$213K +9,636 +9%
EWM
423
Evercore Wealth Management
New York
$2.81M -$9.73K -440 -0.4%
PCA
424
Pallas Capital Advisors
Massachusetts
$2.78M +$65.4K +2,956 +3%
LIA
425
LifePlan Investment Advisors
North Carolina
$2.78M -$345K -15,608 -12%
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