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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
551
Compass Financial Group (South Dakota)
South Dakota
$478K +$180K +11,868 +68%
SFG
552
SevenBridge Financial Group
Pennsylvania
$477K +$35.8K +2,360 +9%
MA
553
MONECO Advisors
Connecticut
$476K -$34.7K -2,288 -7%
LFS
554
Lutz Financial Services
Nebraska
$475K +$61 +4 +0%
RWM
555
Revisor Wealth Management
Ohio
$472K +$440K +28,976 New
BFG
556
Beacon Financial Group
Texas
$472K -$7.22K -476 -2%
CSIC
557
Clifford Swan Investment Counsel
California
$472K – – –
CI
558
Chartist Inc
California
$470K +$190K +12,512 New
MWM
559
Modera Wealth Management
New Jersey
$470K +$182 +12 +0%
LRPA
560
L. Roy Papp & Associates
Arizona
$469K – – –
EW
561
Element Wealth
Mississippi
$466K – – –
DWM
562
Destination Wealth Management
California
$459K -$57.7K -3,800 -12%
DLCIG
563
D.L. Carlson Investment Group
New Hampshire
$457K -$81.4K -5,360 -16%
CWM
564
Cabot Wealth Management
Massachusetts
$456K -$13.7K -904 -3%
SAM
565
Silvercrest Asset Management
New York
$452K – – –
GA
566
Goldstein Advisors
Wisconsin
$451K – – –
WFAG
567
Wescott Financial Advisory Group
Pennsylvania
$450K +$4.92K +324 +1%
OAJ
568
Ogorek Anthony Joseph
New York
$449K -$13.1K -864 -3%
AWE
569
Avidian Wealth Enterprises
Texas
$444K -$2.37K -156 -0.6%
WAP
570
Wealthcare Advisory Partners
Pennsylvania
$443K +$413K +27,220 New
ABC
571
Associated Banc-Corp
Wisconsin
$442K – – –
BWA
572
Bordeaux Wealth Advisors
California
$440K +$410K +26,984 New
RWM
573
RBA Wealth Management
California
$436K +$35.2K +2,320 +9%
MWM
574
Mission Wealth Management
California
$436K +$61 +4 +0%
AO
575
Advisor OS
Illinois
$434K -$94.5K -6,224 -19%
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