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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
476
WC Walker & Associates
California
$498K +$535K +34,136 New
DW
477
Domani Wealth
Pennsylvania
$491K – – –
AOWM
478
Alpha Omega Wealth Management
Virginia
$490K +$3.13K +200 +0.6%
RIS
479
Retirement Income Solutions
Michigan
$489K – – –
KA
480
Kovack Advisors
Florida
$488K +$188 +12 +0%
WA
481
Wealth Architects
California
$480K -$175K -11,176 -25%
HL
482
HeadInvest LLC
Maine
$479K +$148K +9,460 +38%
CBFP
483
Cedar Brook Financial Partners
Ohio
$478K -$51.5K -3,288 -9%
AMCA
484
Arthur M. Cohen & Associates
Illinois
$476K – – –
LAIC
485
Lederer & Associates Investment Counsel
California
$457K -$3.57K -228 -0.7%
IRC
486
Investors Research Corp
Georgia
$457K +$76.3K +4,872 +17%
RIM
487
Regent Investment Management
Kentucky
$453K -$627 -40 -0.1%
HWA
488
Hilltop Wealth Advisors
North Carolina
$451K +$506K +32,312 New
SWA
489
Sutton Wealth Advisors
Florida
$449K – – –
SAM
490
SignalPoint Asset Management
Missouri
$447K +$28.4K +1,812 +6%
KIA
491
KCM Investment Advisors
California
$446K -$175K -11,196 -26%
BCIM
492
Bishop & Co Investment Management
Pennsylvania
$436K -$17K -1,088 -3%
MC
493
Montag & Caldwell
Georgia
$435K +$7.08K +452 +1%
DWM
494
Dakota Wealth Management
Florida
$434K +$488K +31,136 New
FIM
495
Freedom Investment Management
Connecticut
$430K +$483K +30,824 New
WANY
496
Wealthspire Advisors (New York)
New York
$430K +$188 +12 +0%
USCWA
497
U.S. Capital Wealth Advisors
Texas
$427K – – –
LFS
498
Lutz Financial Services
Nebraska
$426K +$21.4K +1,364 +5%
WCM
499
Whitener Capital Management
North Carolina
$421K -$15.7K -1,004 -3%
AFS
500
Access Financial Services
Minnesota
$420K – – –
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