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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
451
Oarsman Capital
Wisconsin
$581K -$12.1K -756 -2%
RGF
452
Retirement Guys Formula
Ohio
$568K -$15.5K -972 -2%
SFO
453
Stokes Family Office
Louisiana
$558K -$154K -9,648 -20%
SG
454
StoneX Group
New York
$555K -$11.1K -696 -2%
AMG
455
Asset Management Group
Connecticut
$552K +$767 +48 +0.1%
VAS
456
Valicenti Advisory Services
New York
$549K -$6.39K -400 -1%
RFN
457
RDA Financial Network
Iowa
$549K +$3.58K +224 +0.6%
CBFP
458
Cedar Brook Financial Partners
Ohio
$545K -$73K -4,564 -11%
LF
459
LifeSteps Financial
California
$539K -$19.1K -1,196 -3%
IWM
460
IHT Wealth Management
Illinois
$538K -$61.9K -3,872 -9%
FFA
461
First Foundation Advisors
California
$528K +$583K +36,440 New
SW
462
SVB Wealth
Massachusetts
$527K +$511K +31,944 +726%
PFA
463
Pathway Financial Advisors
Vermont
$524K +$578K +36,132 New
SWM
464
Segment Wealth Management
Texas
$520K – – –
AWM
465
Aprio Wealth Management
Georgia
$519K -$76.5K -4,788 -12%
FLA
466
Financial Life Advisors
Texas
$519K – – –
WPW
467
Warther Private Wealth
Ohio
$518K -$472K -29,540 -46%
BRWA
468
B. Riley Wealth Advisors
Florida
$518K -$240K -15,028 -30%
BWM
469
BCS Wealth Management
Tennessee
$518K +$8.76K +548 +2%
PCMN
470
Paradigm Capital Management (Nevada)
Nevada
$517K -$447K -27,936 -44%
KWM
471
KerberRose Wealth Management
Wisconsin
$513K +$566K +35,396 New
DW
472
Domani Wealth
Pennsylvania
$510K – – –
KA
473
Kovack Advisors
Florida
$507K -$311K -19,472 -36%
AOWM
474
Alpha Omega Wealth Management
Virginia
$506K +$5.05K +316 +0.9%
RIS
475
Retirement Income Solutions
Michigan
$500K – – –
17 18
19
20 21