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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
476
Orgel Wealth Management
Wisconsin
$2.24M +$298K +12,652 +17%
SFG
477
Snider Financial Group
Washington
$2.24M +$68K +2,884 +3%
MPM
478
Meritage Portfolio Management
Kansas
$2.23M -$134K -5,700 -6%
USCWA
479
U.S. Capital Wealth Advisors
Texas
$2.23M -$15.7K -664 -0.7%
BCA
480
Bay Colony Advisors
Massachusetts
$2.22M +$181K +7,660 +10%
KC
481
Kades & Cheifetz
Pennsylvania
$2.2M -$7.08K -300 -0.3%
GAA
482
Guardian Asset Advisors
Pennsylvania
$2.18M -$239K -10,128 -10%
SMA
483
Sage Mountain Advisors
Georgia
$2.17M -$6.61K -280 -0.3%
CFO
484
CVA Family Office
Colorado
$2.13M +$235K +9,968 +13%
BFA
485
Beaumont Financial Advisors
Massachusetts
$2.12M -$32.8K -1,392 -2%
HPFG
486
Hart & Patterson Financial Group
Massachusetts
$2.12M +$191K +8,080 +11%
TF
487
Trek Financial
Arizona
$2.11M +$189 +8 +0%
KWM
488
Kolinsky Wealth Management
New Jersey
$2.11M +$184K +7,796 +10%
WPW
489
Watershed Private Wealth
Illinois
$2.08M – – –
LPAM
490
Lodestar Private Asset Management
California
$2.07M -$25.2K -1,068 -1%
ACG
491
Allen Capital Group
Nebraska
$2.05M +$220K +9,308 +13%
SCA
492
Snowden Capital Advisors
New York
$2.04M -$11.4K -484 -0.6%
CS
493
Crescent Sterling
Louisiana
$2.04M -$29.9K -1,268 -2%
GM
494
GeoWealth Management
Illinois
$2.03M -$13.9M -589,552 -88%
EWM
495
Empirical Wealth Management
Washington
$2.02M +$18.4K +780 +1%
CSWM
496
Cassady Schiller Wealth Management
Ohio
$2.01M – – –
NYLIM
497
New York Life Investment Management
New York
$2M +$1.87M +79,332 New
IA
498
Insight Advisors
Pennsylvania
$1.99M -$795K -33,692 -30%
TC
499
Tenret Company
Florida
$1.98M – – –
GHA
500
GW Henssler & Associates
Georgia
$1.98M -$43.2K -1,832 -2%
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