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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
401
Cooper Financial Group
California
$3.4M +$244K +10,360 +8%
BCM
402
Barden Capital Management
Texas
$3.4M -$20.3K -860 -0.6%
CWM
403
Congress Wealth Management
Massachusetts
$3.37M +$249K +10,544 +9%
BOPW
404
Brandywine Oak Private Wealth
Pennsylvania
$3.31M – – –
DIA
405
Dana Investment Advisors
Wisconsin
$3.29M +$755 +32 +0%
BFM
406
Broadview Financial Management
Wisconsin
$3.26M -$216K -9,136 -7%
LWM
407
Laidlaw Wealth Management
New York
$3.25M -$271K -11,480 -8%
MCCA
408
Mill Creek Capital Advisors
Pennsylvania
$3.25M – – –
GFP
409
Guardian Financial Partners
California
$3.24M +$160K +6,768 +6%
GG
410
GenWealth Group
New Jersey
$3.23M +$129K +5,468 +4%
HFA
411
Highland Financial Advisors
New Jersey
$3.2M -$2.45K -104 -0.1%
MCA
412
Millennium Capital Advisors
Arkansas
$3.16M +$4.53K +192 +0.2%
CRC
413
Curi RMB Capital
Illinois
$3.15M -$44.2K -1,872 -1%
AIM
414
Athena Investment Management
California
$3.15M +$8.49K +360 +0.3%
TYCC
415
Texas Yale Capital Corp
Florida
$3.14M – – –
SA
416
Strategic Advocates
Utah
$3.13M -$748K -31,720 -20%
LWM
417
LongView Wealth Management
Georgia
$3.12M -$219K -9,268 -7%
LIA
418
LifePlan Investment Advisors
North Carolina
$3.12M +$90.6K +3,840 +3%
BAMG
419
Brand Asset Management Group
Missouri
$3.11M -$58.3K -2,472 -2%
SFC
420
Sprinkle Financial Consultants
Colorado
$3.09M – – –
PCA
421
Pallas Capital Advisors
Massachusetts
$3.08M +$47.4K +2,008 +2%
AA
422
Advisory Alpha
Michigan
$3.07M +$185K +7,848 +7%
EWM
423
Evercore Wealth Management
New York
$3.05M – – –
KAS
424
KPP Advisory Services
Kentucky
$3.04M +$76.2K +3,232 +3%
KMWM
425
Keudell/Morrison Wealth Management
Oregon
$2.98M +$227K +9,620 +9%
15 16
17
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