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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
601
Lederer & Associates Investment Counsel
California
$561K +$24.3K +1,292 +4%
SFG
602
SevenBridge Financial Group
Pennsylvania
$560K -$18.7K -996 -3%
LF
603
LifeSteps Financial
California
$560K -$2.03K -108 -0.3%
FAG
604
Fortitude Advisory Group
Washington
$553K -$177K -9,404 -24%
BPWM
605
Badgley Phelps Wealth Managers
Washington
$551K -$11.3K -600 -2%
DLCIG
606
D.L. Carlson Investment Group
New Hampshire
$551K -$10.5K -560 -2%
RFA
607
Resurgent Financial Advisors
Georgia
$550K +$427K +22,660 +298%
AP
608
Adero Partners
California
$549K -$31.5K -1,672 -5%
WP
609
WealthPLAN Partners
Nebraska
$549K +$9.79K +520 +2%
AFS
610
Access Financial Services
Minnesota
$547K -$10.5K -560 -2%
AWM
611
Abound Wealth Management
Tennessee
$545K +$11.7K +620 +2%
CIR
612
Clear Investment Research
Georgia
$540K +$2.86K +152 +0.5%
FWCM
613
Ferguson Wellman Capital Management
Oregon
$537K – – –
CSIC
614
Clifford Swan Investment Counsel
California
$537K -$4.37K -232 -0.8%
RJT
615
Raymond James Trust
Florida
$535K +$85.9K +4,564 +18%
CWC
616
Carolinas Wealth Consulting
North Carolina
$528K -$10.4K -552 -2%
LRPA
617
L. Roy Papp & Associates
Arizona
$520K -$3.31K -176 -0.6%
FWM
618
Focused Wealth Management
New York
$520K -$158K -8,420 -23%
EW
619
Element Wealth
Mississippi
$515K -$24.1K -1,280 -4%
LFS
620
Lutz Financial Services
Nebraska
$510K -$20.7K -1,100 -4%
JIR
621
James Investment Research
Ohio
$509K +$177K +9,424 +51%
TPWM
622
Twelve Points Wealth Management
Massachusetts
$507K +$36.2K +1,924 +7%
SIA
623
Soltis Investment Advisors
Utah
$505K +$71.5K +3,796 +16%
CIP
624
Capital Insight Partners
Arizona
$504K -$36K -1,912 -6%
SAM
625
Silvercrest Asset Management
New York
$504K – – –
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