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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
476
Investors Research Corp
Georgia
$63K +$2.92K +256 +4%
HF
477
Halpern Financial
Virginia
$60.7K -$27.5K -2,408 -28%
QCMC
478
Quantum Capital Management (California)
California
$59K – – –
GI
479
Gradient Investments
Minnesota
$59K +$64K +5,608 +1,895%
CS
480
Capital Square
Tennessee
$58K +$66.2K +5,800 New
OPS
481
Orion Portfolio Solutions
Nebraska
$54K -$11.3K -992 -15%
WT
482
Washington Trust
Rhode Island
$51K +$58.4K +5,120 New
EWM
483
EPG Wealth Management
Georgia
$50K +$32.1K +2,816 +126%
HGWM
484
Harvest Group Wealth Management
Massachusetts
$49K -$274 -24 -0.5%
FBT
485
First Bank & Trust
South Dakota
$49K – – –
MWP
486
Meridian Wealth Partners
Pennsylvania
$49K +$11.4K +1,000 +26%
LWA
487
Lowe Wealth Advisors
Maryland
$49K +$56.1K +4,920 New
ACA
488
Aptus Capital Advisors
Alabama
$48K – – –
AIM
489
Anchor Investment Management
South Carolina
$47.2K -$2.01K -176 -4%
AIP
490
Ameritas Investment Partners
Nebraska
$47K +$54.9K +4,816 New
CTC
491
Central Trust Company
Missouri
$44K – – –
NG
492
NWK Group
California
$43K +$18.8K +1,648 +61%
SMFS
493
Squar Milner Financial Services
California
$42K – – –
CTB
494
Country Trust Bank
Illinois
$40K – – –
CFD
495
Creative Financial Designs
Indiana
$37K +$7.76K +680 +22%
TPCW
496
TD Private Client Wealth
New York
$35.7K – – –
MWC
497
MBM Wealth Consultants
Missouri
$35K – – –
LWANC
498
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K +$7.58K +664 +23%
MAWCM
499
Mine & Arao Wealth Creation & Management
California
$33K +$38.3K +3,360 New
LWM
500
Liberty Wealth Management
California
$32K +$91 +8 +0.2%
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