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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
576
Clear Investment Research
Georgia
$366K +$4.26K +296 +1%
TSS
577
Two Sigma Securities
New York
$366K +$378K +26,320 New
CWC
578
Carolinas Wealth Consulting
North Carolina
$362K – – –
TPWM
579
Twelve Points Wealth Management
Massachusetts
$361K – – –
FWI
580
Facet Wealth Inc
Maryland
$356K +$330K +22,980 New
WCM
581
Whitener Capital Management
North Carolina
$355K -$66.8K -4,648 -15%
GKWIM
582
Gerber Kawasaki Wealth & Investment Management
California
$349K +$115K +8,000 +47%
SFG
583
Synergy Financial Group
California
$346K -$27.7K -1,928 -7%
GCM
584
Gallacher Capital Management
Colorado
$345K +$357K +24,852 New
RJT
585
Raymond James Trust
Florida
$345K +$357K +24,864 New
MWM
586
MBE Wealth Management
Wisconsin
$345K +$4.31K +300 +1%
TF
587
Trek Financial
Arizona
$344K -$12.3K -856 -3%
RWM
588
RBA Wealth Management
California
$339K +$21.2K +1,476 +6%
AWM
589
Accurate Wealth Management
Florida
$334K +$341K +23,700 New
SIA
590
Soltis Investment Advisors
Utah
$333K – – –
SCM
591
SOL Capital Management
Maryland
$330K +$4.31K +300 +1%
RMA
592
Roffman Miller Associates
Pennsylvania
$330K -$2.3K -160 -0.7%
AWA
593
Arkadios Wealth Advisors
Georgia
$329K +$48.1K +3,344 +16%
HWA
594
Heritage Wealth Advisors
Virginia
$325K – – –
DCM
595
Donaldson Capital Management
Indiana
$325K – – –
TPW
596
Tiller Private Wealth
Pennsylvania
$318K – – –
BC
597
Burney Company
Virginia
$318K +$329K +22,904 New
MFG
598
Merit Financial Group
Georgia
$317K +$58.8K +4,088 +22%
EK
599
Evensky & Katz
Florida
$317K – – –
SA
600
SRH Advisors
Kansas
$316K – – –
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