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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
651
HeadInvest LLC
Maine
$677K -$31.7K -1,640 -5%
RFA
652
Resurgent Financial Advisors
Georgia
$676K +$45K +2,328 +8%
JIR
653
James Investment Research
Ohio
$674K +$87.6K +4,528 +16%
DWM
654
Destination Wealth Management
California
$671K +$107K +5,556 +21%
CBFP
655
Cedar Brook Financial Partners
Ohio
$670K -$8.2K -424 -1%
PIMG
656
Patriot Investment Management Group
Tennessee
$664K -$46.5K -2,404 -7%
CG
657
Cynosure Group
Utah
$654K +$99.3K +5,136 +19%
LAIC
658
Lederer & Associates Investment Counsel
California
$650K +$9.98K +516 +2%
SAI
659
Savvy Advisors Inc
New York
$640K +$597K +30,864 New
LF
660
LifeSteps Financial
California
$639K +$232 +12 +0%
PJSIMP
661
P.J. Schmidt Investment Management (PJS)
Wisconsin
$639K +$57.3K +2,964 +11%
AWM
662
Abound Wealth Management
Tennessee
$635K +$11.9K +616 +2%
LJAC
663
L.J. Altfest & Co
New York
$633K -$23K -1,188 -4%
WP
664
WealthPLAN Partners
Nebraska
$631K +$5.18K +268 +0.9%
MPCA
665
Madison Park Capital Advisors
Washington
$631K +$588K +30,404 New
OL
666
Owen LaRue
Kentucky
$626K -$65K -3,360 -10%
CGA
667
Crescent Grove Advisors
Illinois
$621K +$579K +29,932 New
FAG
668
Fortitude Advisory Group
Washington
$620K -$10.9K -564 -2%
FWCM
669
Ferguson Wellman Capital Management
Oregon
$613K – – –
KPWS
670
Kestra Private Wealth Services
Texas
$608K +$277K +14,324 +95%
CSIC
671
Clifford Swan Investment Counsel
California
$608K -$4.18K -216 -0.7%
NAMNJ
672
NorthStar Asset Management (New Jersey)
New Jersey
$606K +$566K +29,236 New
SFG
673
SevenBridge Financial Group
Pennsylvania
$604K -$32.4K -1,676 -5%
MFG
674
Midwest Financial Group
Kansas
$604K +$43.8K +2,264 +8%
CIR
675
Clear Investment Research
Georgia
$601K -$13.5K -700 -2%
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