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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
651
Basepoint Wealth
Iowa
$976K -$11.9K -472 -1%
CS
652
Capital Square
Tennessee
$973K +$14.3K +568 +2%
ICM
653
Islay Capital Management
Texas
$973K – – –
RMA
654
Roffman Miller Associates
Pennsylvania
$972K -$37.3K -1,484 -4%
MPCA
655
Madison Park Capital Advisors
Washington
$968K +$32K +1,272 +4%
FFA
656
Fi3 Financial Advisors
Indiana
$961K +$928K +36,888 New
FGA
657
Fortis Group Advisors
New Jersey
$958K +$44.2K +1,756 +5%
SEIA
658
Signature Estate & Investment Advisors
California
$949K +$119K +4,728 +15%
NW
659
NewEdge Wealth
Pennsylvania
$936K – – –
ST
660
Sabal Trust
Florida
$934K – – –
CCM
661
Colorado Capital Management
Colorado
$933K +$805 +32 +0.1%
STA
662
Summit Trail Advisors
New York
$927K +$896K +35,608 New
SFG
663
Sovereign Financial Group
Connecticut
$927K -$258K -10,264 -22%
AC
664
AlphaCore Capital
California
$927K +$75.3K +2,992 +9%
PCI
665
Planning Center Inc
Illinois
$912K +$403 +16 +0%
BWA
666
Burt Wealth Advisors
Maryland
$908K – – –
KFA
667
Kelleher Financial Advisors
New York
$904K – – –
NCFG
668
New Century Financial Group
New Jersey
$904K +$130K +5,148 +17%
UB
669
UMB Bank
Missouri
$900K -$170K -6,768 -16%
SFS
670
Summit Financial Strategies
Ohio
$899K +$6.64K +264 +0.8%
CSPAM
671
Cary Street Partners Asset Management
Virginia
$898K -$27.5K -1,092 -3%
IF
672
Intrua Financial
Texas
$897K -$924K -36,720 -52%
FLA
673
Financial Life Advisors
Texas
$885K -$503 -20 -0.1%
SFG
674
SevenBridge Financial Group
Pennsylvania
$883K +$2.34M +93,180 +276%
CWM
675
Castle Wealth Management
Florida
$883K – – –
25 26
27
28 29