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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
501
Keystone Financial Group (Kentucky)
Kentucky
$1.79M -$94.9K -4,292 -5%
BTWM
502
Brass Tax Wealth Management
Ohio
$1.77M +$1.69M +76,528 New
PFA
503
Petra Financial Advisors
Colorado
$1.77M -$3.89K -176 -0.2%
OWM
504
Orgel Wealth Management
Wisconsin
$1.77M +$354 +16 +0%
HPFG
505
Hart & Patterson Financial Group
Massachusetts
$1.76M -$119K -5,364 -7%
KWM
506
Kolinsky Wealth Management
New Jersey
$1.76M +$185K +8,348 +12%
CWM
507
Cornerstone Wealth Management
Missouri
$1.75M +$132K +5,976 +9%
CHA
508
Cooper/Haims Advisors
New York
$1.73M -$75K -3,392 -4%
DAS
509
Diversify Advisory Services
Utah
$1.73M +$1.65M +74,384 New
CFO
510
CVA Family Office
Colorado
$1.72M +$137K +6,212 +9%
TNA
511
True North Advisors
Texas
$1.7M -$499K -22,556 -23%
BCI
512
Brinker Capital Investments
Pennsylvania
$1.69M -$129K -5,836 -7%
OPS
513
Orion Portfolio Solutions
Nebraska
$1.69M -$129K -5,836 -7%
AGC
514
Aspen Grove Capital
Colorado
$1.68M -$88 -4 -0%
PWMG
515
Prestige Wealth Management Group
New Jersey
$1.68M -$359K -16,212 -18%
ACG
516
Allen Capital Group
Nebraska
$1.67M -$122K -5,512 -7%
GCP
517
GSA Capital Partners
United Kingdom
$1.67M -$327K -14,800 -17%
SF
518
Summit Financial
New Jersey
$1.65M -$3.1M -139,992 -66%
PCMC
519
Private Capital Management (Colorado)
Colorado
$1.65M -$19.7K -892 -1%
PFBT
520
Parkside Financial Bank & Trust
Missouri
$1.63M -$22.9K -1,036 -1%
AP
521
Appleton Partners
Massachusetts
$1.61M -$31K -1,400 -2%
SIAG
522
Signet Investment Advisory Group
Rhode Island
$1.61M +$84.8K +3,836 +6%
SFWA
523
Summit Financial Wealth Advisors
Louisiana
$1.6M +$91.6K +4,140 +6%
RSWA
524
Robinson Smith Wealth Advisors
Maine
$1.6M +$2.39K +108 +0.2%
GWWM
525
Great Waters Wealth Management
Minnesota
$1.59M -$26.2K -1,184 -2%
19 20
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