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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
451
Vaughan David Investments
Illinois
$268K -$7.65K -656 -3%
FHA
452
Flagship Harbor Advisors
Massachusetts
$267K +$99.6K +8,544 +68%
MWM
453
Modera Wealth Management
New Jersey
$265K – – –
SPIA
454
Steward Partners Investment Advisory
New York
$265K +$187 +16 +0.1%
GLA
455
Good Life Advisors
Pennsylvania
$263K -$196K -16,824 -45%
VHAM
456
Van Hulzen Asset Management
California
$263K – – –
TP
457
Tranquility Partners
Tennessee
$260K +$239K +20,464 New
SW
458
SteelPeak Wealth
California
$256K – – –
MWM
459
Mission Wealth Management
California
$255K – – –
TAM
460
Tradition Asset Management
Virginia
$251K +$231K +19,776 New
PGWM
461
Parisi Gray Wealth Management
New Jersey
$242K +$223K +19,104 New
OWP
462
Obermeyer Wealth Partners
Colorado
$241K +$222K +19,000 New
CPSAC
463
Chas P. Smith & Associates (CPS)
Florida
$241K +$222K +19,024 New
APW
464
Aurora Private Wealth
New Jersey
$239K -$17.9K -1,536 -8%
ONB
465
Old National Bancorp
Indiana
$237K +$218K +18,664 New
LF
466
Lantz Financial
Illinois
$237K +$218K +18,680 New
WCM
467
Whitener Capital Management
North Carolina
$236K +$218K +18,664 New
BO
468
BRR OpCo
Ohio
$229K +$211K +18,072 New
CAI
469
Capital Advisors Inc
Oklahoma
$227K +$187K +16,080 New
JGUA
470
John G. Ullman & Associates
New York
$227K +$208K +17,848 New
PTP
471
Platform Technology Partners
New York
$225K +$207K +17,744 New
NFG
472
Next Financial Group
Texas
$222K -$4.2K -360 -2%
SCA
473
STALEY CAPITAL ADVISERS
Pennsylvania
$218K -$37.5K -3,216 -16%
EHC
474
Everett Harris & Co
California
$214K +$196K +16,824 New
MHR
475
Matthew Hamilton Rosenberg
$210K – – –
17 18
19
20 21