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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
626
Goldstein Advisors
Wisconsin
$503K – – –
RW
627
REDW Wealth
New Mexico
$503K – – –
ABC
628
Associated Banc-Corp
Wisconsin
$493K – – –
ICG
629
InterOcean Capital Group
Tennessee
$493K +$92.9K +4,936 +22%
GM
630
GeoWealth Management
Illinois
$490K +$89.5K +4,756 +21%
PJSIMP
631
P.J. Schmidt Investment Management (PJS)
Wisconsin
$489K +$58.7K +3,120 +13%
MFG
632
Midwest Financial Group
Kansas
$488K +$15.2K +808 +3%
MWM
633
Mission Wealth Management
California
$488K -$408K -21,700 -45%
DWM
634
Destination Wealth Management
California
$487K -$25K -1,328 -5%
GPA
635
Guerra Pan Advisors
New Jersey
$486K +$148K +7,864 +42%
KP
636
Keel Point
Alabama
$483K -$31.2K -1,656 -6%
NCM
637
Northwest Capital Management
Oregon
$482K +$226 +12 +0%
CG
638
Cynosure Group
Utah
$480K +$157K +8,316 +46%
AO
639
Advisor OS
Illinois
$478K -$13.2K -700 -3%
CPSAC
640
Chas P. Smith & Associates (CPS)
Florida
$477K +$136K +7,240 +38%
CIA
641
Capital Investment Advisors
Georgia
$474K +$94.9K +5,040 +24%
WFAG
642
Wescott Financial Advisory Group
Pennsylvania
$473K +$6.93K +368 +1%
SAS
643
SMI Advisory Services
Indiana
$472K +$461K +24,468 New
OAJ
644
Ogorek Anthony Joseph
New York
$472K -$31.2K -1,660 -6%
SWM
645
Spire Wealth Management
Virginia
$471K +$18.1K +960 +4%
RMA
646
Roffman Miller Associates
Pennsylvania
$467K +$106K +5,632 +28%
FRA
647
Front Row Advisors
California
$464K – – –
AWA
648
Arkadios Wealth Advisors
Georgia
$463K +$115K +6,104 +32%
TWA
649
TCI Wealth Advisors
Arizona
$461K -$2.63K -140 -0.5%
RA
650
Ruggaard & Associates
Ohio
$460K – – –
24 25
26
27 28