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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
551
Great Lakes Advisors
Illinois
$328K – – –
OC
552
Oppenheimer & Co
New York
$325K – – –
APW
553
Aurora Private Wealth
New Jersey
$324K -$19.7K -1,232 -5%
GWM
554
GDS Wealth Management
Texas
$322K +$355K +22,228 New
SS
555
Simplicity Solutions
Minnesota
$320K -$384K -24,008 -52%
GC
556
Gratus Capital
Georgia
$319K -$231K -14,456 -40%
CS
557
Capital Square
Tennessee
$318K +$79.6K +4,980 +29%
CAM
558
Cubic Asset Management
Massachusetts
$316K – – –
PCM
559
Pennsylvania Capital Management
Pennsylvania
$314K -$3.07K -192 -0.9%
HC
560
Hamilton Capital
Ohio
$314K – – –
RMA
561
Roffman Miller Associates
Pennsylvania
$314K +$4.6K +288 +1%
AWC
562
Adamsbrown Wealth Consultants
Kansas
$312K +$29.4K +1,836 +9%
MAC
563
Mason & Associates (California)
California
$309K -$1.49M -93,468 -81%
BFG
564
Beacon Financial Group
Texas
$309K – – –
FHA
565
Flagship Harbor Advisors
Massachusetts
$308K +$384 +24 +0.1%
OPS
566
Orion Portfolio Solutions
Nebraska
$306K -$16.9K -1,060 -5%
PFPT
567
Pinnacle Financial Partners (Tennessee)
Tennessee
$306K – – –
DACG
568
Donor Advised Charitable Giving
California
$305K -$55.8K -3,492 -14%
RWM
569
RBA Wealth Management
California
$305K -$1.98K -124 -0.6%
ICG
570
InterOcean Capital Group
Tennessee
$305K +$20.7K +1,292 +7%
AWM
571
Aspire Wealth Management
Massachusetts
$304K – – –
NG
572
NWK Group
California
$302K – – –
AWA
573
Acorn Wealth Advisors
Michigan
$302K +$4.22K +264 +1%
ZIM
574
Zacks Investment Management
Illinois
$299K +$128 +8 +0%
TP
575
Tranquility Partners
Tennessee
$297K -$368K -23,040 -53%
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