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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPL
601
Fortress Private Ledger
North Carolina
$2.72M +$382K +12,286 +15%
PCWA
602
Pacific Capital Wealth Advisors
California
$2.69M +$2.21K +71 +0.1%
B
603
Birchbrook
Maine
$2.68M +$75.4K +2,424 +3%
BWMG
604
Barnes Wealth Management Group
California
$2.58M +$155K +5,002 +6%
JIR
605
James Investment Research
Ohio
$2.57M +$395K +12,712 +17%
SMA
606
Sage Mountain Advisors
Georgia
$2.51M +$155 +5 +0%
BIS
607
BG Investment Services
Guam
$2.5M +$407K +13,101 +18%
ST
608
Smithfield Trust
Pennsylvania
$2.49M +$125K +4,018 +5%
WRPWM
609
Werba Rubin Papier Wealth Management
California
$2.49M +$126K +4,049 +5%
AIM
610
Avity Investment Management
Connecticut
$2.48M – – –
TVM
611
True Vision MN
Minnesota
$2.45M -$35.7K -1,147 -1%
SCA
612
Snowden Capital Advisors
New York
$2.45M +$102K +3,289 +4%
AWM
613
Axxcess Wealth Management
California
$2.43M +$606K +19,485 +30%
CWA
614
Crux Wealth Advisors
California
$2.43M -$274K -8,809 -10%
CCFM
615
Clear Creek Financial Management
Washington
$2.42M +$193K +6,214 +8%
TC
616
TFR Capital
Texas
$2.41M -$38K -1,224 -1%
MCA
617
Millennium Capital Advisors
Arkansas
$2.41M -$19.3K -620 -0.7%
JESC
618
J.E. Simmons & Co
Texas
$2.4M -$59.7K -1,922 -2%
HC
619
Hurley Capital
New York
$2.4M +$16.8K +540 +0.7%
TA
620
Tactive Advisors
Florida
$2.39M +$154K +4,964 +6%
CFP
621
Comprehensive Financial Planning
Pennsylvania
$2.39M +$179K +5,743 +8%
LA
622
LexAurum Advisors
Kansas
$2.38M +$2.54M +81,847 New
WF
623
WealthPoint Financial
North Carolina
$2.38M +$250K +8,046 +11%
FAL
624
Focused Alpha LLC
Colorado
$2.36M +$58.8K +1,890 +2%
MWA
625
Medallion Wealth Advisors
Connecticut
$2.35M +$136K +4,363 +6%
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