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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
626
Clear Creek Financial Management
Washington
$2.22M +$850K +27,881 +67%
AP
627
Appleton Partners
Massachusetts
$2.21M -$137K -4,505 -6%
QWM
628
Quadcap Wealth Management
Texas
$2.21M -$123K -4,039 -6%
CTA
629
Chesley Taft & Associates
Illinois
$2.18M – – –
MWA
630
Medallion Wealth Advisors
Connecticut
$2.17M +$282K +9,256 +16%
AWP
631
Atlas Wealth Partners
Pennsylvania
$2.15M +$224K +7,346 +12%
EWP
632
Equity Wealth Partners
Missouri
$2.14M +$2.05M +67,184 New
AWE
633
Avidian Wealth Enterprises
Texas
$2.14M -$20.1K -658 -1%
TA
634
Tactive Advisors
Florida
$2.14M +$96.1K +3,153 +5%
CS
635
Crescent Sterling
Louisiana
$2.14M +$13.8K +453 +0.7%
SIAG
636
Signet Investment Advisory Group
Rhode Island
$2.13M -$36.7K -1,205 -2%
BPW
637
BLVD Private Wealth
Kentucky
$2.1M -$79.8K -2,619 -4%
WP
638
Westmount Partners
California
$2.08M +$396 +13 +0%
IA
639
IFG Advisory
Georgia
$2.07M +$129K +4,227 +7%
PPC
640
Park Place Capital
Alabama
$2.07M +$23.6K +773 +1%
AC
641
AlphaCore Capital
California
$2.05M +$134K +4,409 +7%
IAP
642
Indie Asset Partners
Indiana
$2.05M +$12.2K +400 +0.6%
SWP
643
Strategic Wealth Partners
Ohio
$2.04M +$1.93M +63,436 +17,621%
JWBC
644
John W. Brooker & Co
California
$2.02M +$2.16K +71 +0.1%
CIA
645
Capital Investment Advisors
Georgia
$1.99M -$8.29K -272 -0.4%
AWM
646
Axxcess Wealth Management
California
$1.96M +$461K +15,123 +33%
KF
647
K2 Financial
California
$1.95M +$334K +10,972 +22%
PWMG
648
Prestige Wealth Management Group
New Jersey
$1.95M -$65.4K -2,145 -3%
IF
649
Integrity Financial
Wyoming
$1.95M +$347K +11,373 +23%
HA
650
Herold Advisors
New York
$1.94M +$195K +6,388 +12%
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