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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
551
Donaldson Capital Management
Indiana
$651K +$62.4K +3,640 +12%
MTIC
552
Missouri Trust & Investment Company
Missouri
$650K -$8.91K -520 -1%
FLA
553
Financial Life Advisors
Texas
$650K -$7.54K -440 -1%
KA
554
Kovack Advisors
Florida
$645K -$11.5K -668 -2%
WAG
555
Windsor Advisory Group
Ohio
$641K – – –
OL
556
Owen LaRue
Kentucky
$640K -$211K -12,288 -26%
KIA
557
KCM Investment Advisors
California
$640K – – –
AMCA
558
Arthur M. Cohen & Associates
Illinois
$639K – – –
HL
559
HeadInvest LLC
Maine
$637K +$6.17K +360 +1%
AC
560
AlphaCore Capital
California
$633K -$4.12K -240 -0.7%
AA
561
Apriem Advisors
California
$632K +$169K +9,880 +41%
IC
562
IEQ Capital
California
$628K +$248K +14,480 +76%
AOWM
563
Alpha Omega Wealth Management
Virginia
$625K -$9.74K -568 -2%
LJAC
564
L.J. Altfest & Co
New York
$610K -$10.9K -636 -2%
FFS
565
Founders Financial Securities
Maryland
$603K +$218K +12,728 +65%
AP
566
Adero Partners
California
$597K -$24K -1,400 -4%
SFG
567
SevenBridge Financial Group
Pennsylvania
$596K +$43.9K +2,560 +9%
SAM
568
SignalPoint Asset Management
Missouri
$593K +$4.87K +284 +0.9%
GKWIM
569
Gerber Kawasaki Wealth & Investment Management
California
$586K +$105K +6,136 +24%
LF
570
LifeSteps Financial
California
$579K -$892 -52 -0.2%
BPWM
571
Badgley Phelps Wealth Managers
Washington
$579K – – –
API
572
Advisor Partners II
California
$579K – – –
DLCIG
573
D.L. Carlson Investment Group
New Hampshire
$578K +$48.2K +2,812 +10%
WANY
574
Wealthspire Advisors (New York)
New York
$578K +$206 +12 +0%
AFS
575
Access Financial Services
Minnesota
$574K +$9.6K +560 +2%
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