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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
426
Appleton Group
Wisconsin
$794K +$14.7K +1,024 +2%
JWM
427
JFG Wealth Management
Colorado
$789K +$817K +56,820 New
AWM
428
Aspire Wealth Management
Massachusetts
$783K +$47.3K +3,292 +6%
CI
429
CX Institutional
Indiana
$782K +$810K +56,324 New
TA
430
TrueWealth Advisors
Alabama
$774K -$195K -13,548 -20%
CWM
431
Castle Wealth Management
Florida
$771K -$124K -8,596 -13%
LWAC
432
Laurel Wealth Advisors (California)
California
$764K -$17.4K -1,208 -2%
HC
433
Hoese & Co
Minnesota
$764K – – –
GJIA
434
Glass Jacobson Investment Advisors
Maryland
$759K +$786K +54,652 New
JC
435
Jentner Corp
Ohio
$743K +$54.1K +3,760 +8%
SAG
436
SageView Advisory Group
California
$741K +$767K +53,320 New
OFG
437
Oxford Financial Group
Indiana
$732K -$633K -44,000 -45%
ICM
438
Islay Capital Management
Texas
$730K – – –
FPIS
439
Financial Planning & Information Services
Wisconsin
$726K +$751K +52,236 New
ERIC
440
Eagle Rock Investment Company
Georgia
$720K +$720K +50,060 New
KWM
441
Keebeck Wealth Management
Illinois
$719K +$744K +51,728 New
SNBOSD
442
Security National Bank of So Dak
Iowa
$718K – – –
RFN
443
RDA Financial Network
Iowa
$711K +$81.4K +5,664 +12%
IAP
444
Indie Asset Partners
Indiana
$706K -$190K -13,200 -21%
SFS
445
Sowell Financial Services
Arkansas
$705K -$251K -17,480 -26%
DT
446
Diversified Trust
Tennessee
$701K – – –
NS
447
Newman & Schimel
Illinois
$694K -$66.6K -4,632 -8%
BAAM
448
Baker Avenue Asset Management
California
$692K +$716K +49,828 New
FAG
449
Fortitude Advisory Group
Washington
$689K +$14.4K +1,004 +2%
TIM
450
Total Investment Management
Arizona
$686K +$1.96K +136 +0.3%
16 17
18
19 20