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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
426
SignalPoint Asset Management
Missouri
$509K -$15.2K -1,000 -3%
FCA
427
FinTrust Capital Advisors
South Carolina
$507K +$13.3K +880 +3%
TWA
428
TCI Wealth Advisors
Arizona
$503K – – –
AWE
429
Avidian Wealth Enterprises
Texas
$501K – – –
RIM
430
Regent Investment Management
Kentucky
$496K -$1.21K -80 -0.3%
LFS
431
Lutz Financial Services
Nebraska
$492K +$121 +8 +0%
PP
432
Pegasus Partners
Wisconsin
$491K – – –
AFS
433
Access Financial Services
Minnesota
$483K -$307K -20,264 -40%
LFAS
434
Level Four Advisory Services
Texas
$481K – – –
FRA
435
Front Row Advisors
California
$480K -$5.34K -352 -1%
FPW
436
Flagship Private Wealth
Massachusetts
$479K +$449K +29,624 New
CFD
437
Creative Financial Designs
Indiana
$478K +$37.9K +2,496 +9%
CSIC
438
Clifford Swan Investment Counsel
California
$470K – – –
GWM
439
Gray Wealth Management
Maine
$464K -$132K -8,680 -23%
MC
440
Montag & Caldwell
Georgia
$462K -$164K -10,840 -27%
KA
441
Klingman & Associates
New York
$462K – – –
CBFP
442
Cedar Brook Financial Partners
Ohio
$456K +$17.6K +1,160 +4%
AAS
443
Annex Advisory Services
Wisconsin
$449K -$107K -7,072 -20%
CAN
444
Claraphi Advisory Network
United States
$449K +$425K +27,992 New
DWM
445
Destination Wealth Management
California
$447K -$9.83K -648 -2%
AP
446
Advisor Partners
California
$445K +$420K +27,680 New
FSWA
447
Financial Synergies Wealth Advisors
Texas
$444K +$607 +40 +0.1%
TF
448
Trek Financial
Arizona
$442K -$12.7K -840 -3%
LIM
449
Leavell Investment Management
Alabama
$442K +$11.6K +768 +3%
BPB
450
Badgley, Phelps & Bell
Washington
$439K +$29.1K +1,920 +8%
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