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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
501
RWA Wealth Partners
Massachusetts
$507K +$507K +35,268 New
IRC
502
Investors Research Corp
Georgia
$506K +$53.3K +3,704 +11%
AWM
503
Aprio Wealth Management
Georgia
$505K -$8.11K -564 -2%
DWT
504
Dorsey & Whitney Trust
South Dakota
$503K -$61.5K -4,280 -11%
SBL
505
Sargent Bickham Lagudis
Colorado
$497K -$1.25M -86,776 -71%
FLA
506
Financial Life Advisors
Texas
$496K -$7.76K -540 -1%
PCMN
507
Paradigm Capital Management (Nevada)
Nevada
$493K -$3.1K -216 -0.6%
LAIC
508
Lederer & Associates Investment Counsel
California
$491K +$37.2K +2,588 +8%
CFG
509
Cooper Financial Group
California
$491K +$190K +13,196 +60%
LF
510
LifeSteps Financial
California
$490K -$28.1K -1,956 -5%
MTIC
511
Missouri Trust & Investment Company
Missouri
$489K -$252K -17,496 -33%
DW
512
Domani Wealth
Pennsylvania
$489K – – –
AOWM
513
Alpha Omega Wealth Management
Virginia
$489K +$1.44K +100 +0.3%
KA
514
Kovack Advisors
Florida
$486K +$173 +12 +0%
AP
515
Adero Partners
California
$480K -$392K -27,252 -44%
RIS
516
Retirement Income Solutions
Michigan
$479K – – –
WA
517
Wealth Architects
California
$478K – – –
EWM
518
Empirical Wealth Management
Washington
$478K -$262K -18,252 -35%
HL
519
HeadInvest LLC
Maine
$476K -$863 -60 -0.2%
WAG
520
Windsor Advisory Group
Ohio
$475K +$491K +34,184 New
AMCA
521
Arthur M. Cohen & Associates
Illinois
$474K – – –
NHT
522
New Hampshire Trust
New Hampshire
$472K +$489K +34,000 New
SIS
523
Strategic Investment Solutions
Illinois
$470K +$422K +29,360 New
WP
524
WealthPLAN Partners
Nebraska
$465K +$423K +29,428 New
DLCIG
525
D.L. Carlson Investment Group
New Hampshire
$464K -$334K -23,236 -41%
19 20
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