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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
MMH
401
Menora Mivtachim Holdings
Israel
$6.28M – – –
CI
402
CX Institutional
Indiana
$6.27M +$209K +6,868 +4%
SWM
403
Silverlake Wealth Management
Vermont
$6.21M +$381K +12,507 +7%
BCWM
404
Bartlett & Co Wealth Management
Ohio
$6.17M -$112K -3,663 -2%
FA
405
Fermata Advisors
California
$6.16M +$1.51M +49,705 +35%
AWM
406
Avior Wealth Management
Nebraska
$6.15M -$119K -3,898 -2%
GFP
407
Guardian Financial Partners
California
$6.1M -$70.3K -2,307 -1%
SCM
408
Steele Capital Management
Iowa
$6.07M -$271K -8,884 -4%
OWM
409
Orgel Wealth Management
Wisconsin
$6.06M +$546K +17,921 +10%
FTS
410
Fifth Third Securities
Ohio
$5.86M -$399K -13,079 -7%
MFG
411
Magnus Financial Group
New York
$5.86M +$935K +30,672 +20%
RIA
412
Regal Investment Advisors
Michigan
$5.84M +$463K +15,206 +9%
AWA
413
Arkadios Wealth Advisors
Georgia
$5.81M -$317K -10,413 -5%
LIWM
414
Long Island Wealth Management
New York
$5.75M -$19.2K -630 -0.3%
CAG
415
Compass Advisory Group
New York
$5.69M -$520K -17,060 -9%
GRP
416
Global Retirement Partners
California
$5.67M -$19.8K -649 -0.4%
DWM
417
Diversify Wealth Management
Utah
$5.67M -$10.9K -359 -0.2%
ECML
418
Eagle Capital Management (Louisiana)
Louisiana
$5.66M +$106K +3,469 +2%
TFS
419
Thoroughbred Financial Services
Tennessee
$5.64M -$182K -5,975 -3%
DAS
420
Dynamic Advisor Solutions
Arizona
$5.63M -$2.81M -92,316 -34%
HCM
421
Hengehold Capital Management
Ohio
$5.57M -$53.3K -1,748 -1%
MAS
422
Madden Advisory Services
Florida
$5.56M +$133K +4,352 +3%
CWM
423
Chesapeake Wealth Management
Virginia
$5.56M +$36.8K +1,206 +0.7%
WIA
424
Wealthedge Investment Advisors
New York
$5.54M +$91.8K +3,011 +2%
DWM
425
Dakota Wealth Management
Florida
$5.51M -$427K -14,011 -7%
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17
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