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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
526
Next Financial Group
Texas
$273K +$2.67K +176 +1%
SFC
527
SYM Financial Corp
Indiana
$273K +$258K +16,984 New
KCPG
528
Kavar Capital Partners Group
Kansas
$271K +$256K +16,872 New
EHC
529
Everett Harris & Co
California
$270K – – –
AW
530
ACG Wealth
Georgia
$265K – – –
MHR
531
Matthew Hamilton Rosenberg
$265K – – –
PA
532
Pinnacle Associates
New York
$264K +$9.1K +600 +4%
IA
533
Inspire Advisors
Idaho
$263K +$248K +16,368 New
SSWM
534
Smith Salley Wealth Management
North Carolina
$262K +$248K +16,320 New
EWM
535
Empirical Wealth Management
Washington
$260K -$546K -35,992 -69%
WANY
536
Wealthspire Advisors (New York)
New York
$259K +$245K +16,144 New
CAI
537
Capital Advisors Inc
Oklahoma
$258K – – –
CCT
538
Country Club Trust
Missouri
$257K – – –
FHA
539
First Horizon Advisors
Tennessee
$256K – – –
AIM
540
Aspen Investment Management
Michigan
$240K +$243 +16 +0.1%
AF
541
Apexium Financial
Texas
$239K – – –
PA
542
Parallel Advisors
California
$236K +$121 +8 +0.1%
DAM
543
Delta Asset Management
Tennessee
$232K – – –
HWM
544
Hohimer Wealth Management
Washington
$231K – – –
GSWM
545
Golden State Wealth Management
California
$229K -$149K -9,800 -41%
NNP
546
Nachman Norwood & Parrott
South Carolina
$229K – – –
BC
547
Brio Consultants
California
$226K -$12.6K -832 -6%
CCM
548
Carlson Capital Management
Minnesota
$223K +$207K +13,648 New
EWM
549
Evermay Wealth Management
Virginia
$222K -$15.8K -1,040 -7%
TI
550
Trexquant Investment
Connecticut
$222K +$210K +13,816 New
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