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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
626
Consolidated Planning Corp
Georgia
$302K – – –
FPW
627
Flagship Private Wealth
Massachusetts
$301K -$200K -10,948 -41%
FWM
628
Finer Wealth Management
Massachusetts
$301K -$16.1K -884 -5%
FHA
629
First Horizon Advisors
Tennessee
$299K -$31.2K -1,712 -10%
LWM
630
Loveless Wealth Management
Montana
$299K +$81K +4,444 +39%
AMM
631
American Money Management
California
$298K -$113K -6,220 -28%
WANY
632
Wealthspire Advisors (New York)
New York
$292K -$20.6K -1,132 -7%
CCG
633
Coastwise Capital Group
California
$291K +$283K +15,544 New
WP
634
WealthPLAN Partners
Nebraska
$286K -$56.6K -3,104 -15%
VHAM
635
Van Hulzen Asset Management
California
$286K – – –
WIM
636
WealthPlan Investment Management
Nebraska
$286K +$322K +17,656 New
CB
637
Commerce Bank
Missouri
$283K – – –
FWCM
638
Ferguson Wellman Capital Management
Oregon
$283K +$12.3K +672 +5%
RWM
639
Ritholtz Wealth Management
New York
$283K +$276K +15,112 New
HI
640
Hoey Investments
Pennsylvania
$281K +$161K +8,836 +143%
PA
641
Parallel Advisors
California
$280K – – –
AIM
642
Aspen Investment Management
Michigan
$280K +$146 +8 +0.1%
IC
643
IEQ Capital
California
$280K +$219 +12 +0.1%
OAM
644
Oppenheimer Asset Management
New York
$270K -$6.71K -368 -2%
DAM
645
Delta Asset Management
Tennessee
$270K – – –
HWM
646
Hohimer Wealth Management
Washington
$269K – – –
AFA
647
Atlas Financial Advisors
California
$268K -$219 -12 -0.1%
FWI
648
Facet Wealth Inc
Maryland
$262K -$73 -4 -0%
BWA
649
Beam Wealth Advisors
Louisiana
$261K +$802 +44 +0.3%
ECM
650
Exchange Capital Management
Michigan
$260K – – –
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