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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
551
Epic Trust Investment Advisors
Washington
$448K +$438K +21,904 New
PCM
552
Pennsylvania Capital Management
Pennsylvania
$447K – – –
CAM
553
Cubic Asset Management
Massachusetts
$446K – – –
IWN
554
Independent Wealth Network
Iowa
$446K +$38.5K +1,928 +10%
CAI
555
Capital Advisors Inc
Oklahoma
$445K +$113K +5,648 +35%
ANTB
556
AMG National Trust Bank
Colorado
$444K – – –
SS
557
Simplicity Solutions
Minnesota
$444K +$434K +21,728 New
HC
558
Hamilton Capital
Ohio
$443K – – –
AAS
559
Annex Advisory Services
Wisconsin
$442K +$161K +8,064 +60%
C
560
Certuity
Florida
$439K +$428K +21,424 New
AWA
561
Acorn Wealth Advisors
Michigan
$438K -$83.8K -4,192 -16%
RMA
562
Roffman Miller Associates
Pennsylvania
$438K – – –
SCA
563
Strategic Capital Advisers
Colorado
$436K +$3.2K +160 +0.8%
FHA
564
Flagship Harbor Advisors
Massachusetts
$434K +$959 +48 +0.2%
RWM
565
RBA Wealth Management
California
$429K +$419K +20,984 New
DC
566
Davenport & Co
Virginia
$428K +$418K +20,888 New
AGA
567
Arkos Global Advisors
Texas
$427K – – –
NG
568
NWK Group
California
$427K – – –
CCP
569
Corient Capital Partners
California
$426K +$416K +20,800 New
MI
570
Moneywise Inc
Virginia
$425K -$46.5K -2,328 -10%
TSS
571
Two Sigma Securities
New York
$424K +$414K +20,728 New
RFC
572
Regions Financial Corp
Alabama
$421K -$400K -20,000 -49%
EWM
573
Empirical Wealth Management
Washington
$421K +$128K +6,392 +45%
AWM
574
Aspire Wealth Management
Massachusetts
$419K +$409K +20,464 New
WI
575
WrapManager Inc
California
$419K +$410K +20,488 New
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