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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
526
Jacobsen Capital Management
Utah
$509K +$640 +32 +0.1%
IIC
527
Integrated Investment Consultants
Michigan
$508K – – –
WP
528
WealthSource Partners
California
$506K -$45.1K -2,256 -8%
TPCW
529
TD Private Client Wealth
New York
$503K +$116K +5,784 +31%
MWM
530
MBE Wealth Management
Wisconsin
$502K -$58.4K -2,920 -11%
NCM
531
Northwest Capital Management
Oregon
$500K +$16.5K +824 +3%
APW
532
Aurora Private Wealth
New Jersey
$492K -$2.72K -136 -0.6%
CDIA
533
Capital Directions Investment Advisors
Georgia
$492K +$32.5K +1,624 +7%
KA
534
Klingman & Associates
New York
$489K – – –
FIG
535
FundX Investment Group
California
$488K – – –
DCM
536
Donaldson Capital Management
Indiana
$485K +$13.4K +672 +3%
HWA
537
Heritage Wealth Advisors
Virginia
$479K – – –
OFG
538
Omega Financial Group
California
$472K -$134K -6,680 -22%
AWA
539
Arkadios Wealth Advisors
Georgia
$469K -$62K -3,104 -12%
EK
540
Evensky & Katz
Florida
$469K – – –
SA
541
SRH Advisors
Kansas
$466K – – –
GLA
542
Great Lakes Advisors
Illinois
$464K – – –
TPW
543
Tiller Private Wealth
Pennsylvania
$462K – – –
HKIMG
544
Hutchens & Kramer Investment Management Group
Indiana
$460K +$995K +49,768 New
IWM
545
IHT Wealth Management
Illinois
$458K +$84.4K +4,224 +23%
PIMG
546
Patriot Investment Management Group
Tennessee
$457K -$11.7K -584 -3%
AI
547
Accredited Investors
Minnesota
$457K – – –
AMM
548
American Money Management
California
$453K -$320 -16 -0.1%
BI
549
Berkeley Inc
Idaho
$448K -$4.48K -224 -1%
AA
550
Aire Advisors
California
$448K +$437K +21,872 New
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