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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
576
BCS Wealth Management
Tennessee
$1.1M +$1.06K +48 +0.1%
KP
577
Keel Point
Alabama
$1.1M +$315K +14,228 +43%
CAM
578
Cozad Asset Management
Illinois
$1.1M +$15.9K +720 +2%
CWM
579
Cedar Wealth Management
California
$1.06M +$86.3K +3,900 +9%
SFG
580
Sovereign Financial Group
Connecticut
$1.06M +$3.72K +168 +0.4%
PL
581
Plancorp LLC
Missouri
$1.06M +$88 +4 +0%
MLA
582
My Legacy Advisors
Oregon
$1.05M -$33.2K -1,500 -3%
WMWM
583
Whitaker-Myers Wealth Managers
Ohio
$1.05M +$175K +7,912 +21%
FWCM
584
Ferguson Wellman Capital Management
Oregon
$1.05M +$347K +15,680 +53%
HB
585
HTLF Bank
Colorado
$1.04M +$783K +35,388 +367%
VFA
586
Valeo Financial Advisors
Indiana
$1.04M +$68.1K +3,080 +7%
AA
587
Ancora Advisors
Ohio
$1.04M +$68.3K +3,088 +7%
HF
588
Halpern Financial
Virginia
$1.02M – – –
KWM
589
Keebeck Wealth Management
Illinois
$1.02M -$30.4K -1,376 -3%
ICM
590
Islay Capital Management
Texas
$1.01M -$88.5K -4,000 -8%
JC
591
Jentner Corp
Ohio
$1.01M -$6.11K -276 -0.6%
WC
592
Waterloo Capital
Texas
$1.01M -$45.9K -2,076 -5%
TA
593
TrueWealth Advisors
Alabama
$1.01M +$88 +4 +0%
UB
594
UMB Bank
Missouri
$1M – – –
NHT
595
New Hampshire Trust
New Hampshire
$997K -$32.1K -1,452 -3%
SG
596
StoneX Group
New York
$995K +$35.9K +1,624 +4%
AMCA
597
Arthur M. Cohen & Associates
Illinois
$989K +$126K +5,680 +15%
CWG
598
Cornerstone Wealth Group
North Carolina
$986K +$941K +42,532 New
GC
599
Gilbert & Cook
Iowa
$984K +$17.8K +804 +2%
RJT
600
Raymond James Trust
Florida
$981K +$22.8K +1,032 +3%
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