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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
451
Arkos Global Advisors
Texas
$300K -$13.9K -1,000 -5%
MWM
452
Modera Wealth Management
New Jersey
$300K – – –
PSUF
453
People's United Financial
Connecticut
$297K -$93.1K -6,680 -24%
TP
454
Tranquility Partners
Tennessee
$295K – – –
TW
455
Transform Wealth
Colorado
$293K +$284K +20,384 New
VDI
456
Vaughan David Investments
Illinois
$292K -$11.2K -800 -4%
CHP
457
Cable Hill Partners
Oregon
$287K -$198K -14,208 -42%
VHAM
458
Van Hulzen Asset Management
California
$285K -$12.3K -880 -4%
SW
459
SteelPeak Wealth
California
$284K -$5.91K -424 -2%
PAM
460
Private Asset Management
California
$282K -$24.5K -1,760 -8%
PFPT
461
Pinnacle Financial Partners (Tennessee)
Tennessee
$280K -$30.3K -2,176 -10%
HI
462
Hudock Inc
Pennsylvania
$277K +$132K +9,464 +96%
PGWM
463
Parisi Gray Wealth Management
New Jersey
$275K – – –
CRC
464
Curi RMB Capital
Illinois
$275K +$266K +19,080 New
CPSAC
465
Chas P. Smith & Associates (CPS)
Florida
$274K – – –
OWP
466
Obermeyer Wealth Partners
Colorado
$274K – – –
PWM
467
Provident Wealth Management
Tennessee
$271K +$126K +9,072 +93%
ONB
468
Old National Bancorp
Indiana
$269K – – –
LF
469
Lantz Financial
Illinois
$269K +$112 +8 +0%
WCM
470
Whitener Capital Management
North Carolina
$268K – – –
WAM
471
Wealthspire Advisors (Maryland)
Maryland
$261K +$253K +18,120 New
MIP
472
Marietta Investment Partners
Wisconsin
$259K +$251K +17,984 New
PTP
473
Platform Technology Partners
New York
$256K +$335 +24 +0.1%
SCA
474
STALEY CAPITAL ADVISERS
Pennsylvania
$248K – – –
IWM
475
IHT Wealth Management
Illinois
$246K +$18K +1,288 +8%
17 18
19
20 21