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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
451
NWAM LLC
Washington
$607K -$168K -10,716 -20%
LWMT
452
Legacy Wealth Management (Tennessee)
Tennessee
$602K -$88.5M -5,652,056 -99%
VFA
453
Valeo Financial Advisors
Indiana
$602K – – –
CWM
454
Cedar Wealth Management
California
$599K +$6.27K +400 +0.9%
SPIA
455
Steward Partners Investment Advisory
New York
$599K +$15.9K +1,016 +2%
BWA
456
Burt Wealth Advisors
Maryland
$597K – – –
AI
457
Accredited Investors
Minnesota
$588K -$170K -10,848 -20%
UWM
458
USAdvisors Wealth Management
Minnesota
$588K -$564 -36 -0.1%
RGF
459
Retirement Guys Formula
Ohio
$583K +$40K +2,552 +7%
LJAC
460
L.J. Altfest & Co
New York
$580K +$4.39K +280 +0.7%
OC
461
Oarsman Capital
Wisconsin
$566K +$7.39K +472 +1%
DWT
462
Dorsey & Whitney Trust
South Dakota
$564K +$325K +20,760 +105%
CSWM
463
Cassady Schiller Wealth Management
Ohio
$558K +$626K +39,976 New
SG
464
StoneX Group
New York
$549K +$16.3K +1,040 +3%
SFO
465
Stokes Family Office
Louisiana
$538K +$564 +36 +0.1%
GBWM
466
Granite Bay Wealth Management
New Hampshire
$532K -$48.7K -3,108 -8%
AMG
467
Asset Management Group
Connecticut
$532K +$815 +52 +0.1%
CIP
468
Capital Insight Partners
Arizona
$525K -$135K -8,592 -19%
LF
469
LifeSteps Financial
California
$519K +$188 +12 +0%
PFA
470
Pathway Financial Advisors
Vermont
$516K +$13.6K +868 +2%
AWM
471
Aprio Wealth Management
Georgia
$515K +$17.1K +1,092 +3%
CFO
472
Collective Family Office
Pennsylvania
$512K +$181K +11,540 +46%
FLA
473
Financial Life Advisors
Texas
$506K +$7.46K +476 +1%
BWM
474
BCS Wealth Management
Tennessee
$499K – – –
PCMN
475
Paradigm Capital Management (Nevada)
Nevada
$498K +$689 +44 +0.1%
17 18
19
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