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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
501
Asset Management Group
Connecticut
$623K +$789 +52 +0.1%
REMPR
502
Roof Eidam Maycock Peralta (REMP)
California
$617K – – –
KP
503
Keel Point
Alabama
$613K -$8.98K -592 -2%
IRC
504
Investors Research Corp
Georgia
$610K +$15K +988 +3%
AWM
505
Aprio Wealth Management
Georgia
$605K +$12.3K +812 +2%
WWM
506
Windsor Wealth Management
Indiana
$603K -$11.2K -740 -2%
FWM
507
Focused Wealth Management
New York
$601K -$20.5K -1,348 -4%
PIMG
508
Patriot Investment Management Group
Tennessee
$599K +$5.04K +332 +0.9%
WIC
509
Woodmont Investment Counsel
Tennessee
$598K -$43.1K -2,840 -7%
RWP
510
RWA Wealth Partners
Massachusetts
$597K +$20.8K +1,368 +4%
CW
511
CIC Wealth
Maryland
$592K -$70.4K -4,640 -11%
DWT
512
Dorsey & Whitney Trust
South Dakota
$590K – – –
SFWA
513
Summit Financial Wealth Advisors
Louisiana
$589K +$107K +7,080 +24%
DWM
514
Dakota Wealth Management
Florida
$579K +$55.1K +3,628 +11%
MTIC
515
Missouri Trust & Investment Company
Missouri
$574K – – –
FLA
516
Financial Life Advisors
Texas
$572K -$9.11K -600 -2%
KA
517
Kovack Advisors
Florida
$572K +$2.31K +152 +0.4%
VF
518
VitalStone Financial
Texas
$568K +$210K +13,820 +43,188%
KFA
519
Kelleher Financial Advisors
New York
$566K +$527K +34,720 New
WA
520
Wealth Architects
California
$560K – – –
SQA
521
Simon Quick Advisors
New Jersey
$558K +$178K +11,716 +52%
WAG
522
Windsor Advisory Group
Ohio
$557K – – –
KIA
523
KCM Investment Advisors
California
$556K +$47.2K +3,112 +10%
AMCA
524
Arthur M. Cohen & Associates
Illinois
$556K – – –
LAIC
525
Lederer & Associates Investment Counsel
California
$556K -$18.3K -1,204 -3%
19 20
21
22 23