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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIS
651
BG Investment Services
Guam
$2.37M +$677K +20,817 +40%
AGC
652
Aspen Grove Capital
Colorado
$2.37M -$1.79K -55 -0.1%
TC
653
Tenret Company
Florida
$2.37M – – –
FA
654
Fountainhead AM
New Jersey
$2.35M -$22.2M -681,350 -90%
BFA
655
Beaumont Financial Advisors
Massachusetts
$2.35M – – –
S
656
SignatureFD
Georgia
$2.34M -$856K -26,321 -27%
NF
657
Nikulski Financial
Iowa
$2.34M -$943K -28,991 -29%
RWRC
658
R.W. Roge & Company
New York
$2.34M -$16.4K -503 -0.7%
RFN
659
RDA Financial Network
Iowa
$2.34M +$463K +14,229 +25%
NWAG
660
Net Worth Advisory Group
Utah
$2.32M +$2.31M +71,138 New
RWM
661
Reston Wealth Management
Virginia
$2.31M -$64.2K -1,974 -3%
MF
662
Montis Financial
Massachusetts
$2.31M -$84.7K -2,603 -4%
MGIA
663
Matthew Goff Investment Advisor
Texas
$2.31M +$2.54M +78,037 New
EWS
664
Evergreen Wealth Solutions
Pennsylvania
$2.31M +$2.3M +70,788 New
AA
665
Apriem Advisors
California
$2.29M -$243K -7,467 -10%
BBPWM
666
Blue Bell Private Wealth Management
Pennsylvania
$2.28M -$41.4K -1,272 -2%
EWP
667
Equity Wealth Partners
Missouri
$2.27M +$75.4K +2,319 +3%
WETS
668
Wealth Enhancement Trust Services
South Dakota
$2.27M +$2.26M +69,502 New
AWP
669
Atlas Wealth Partners
Pennsylvania
$2.27M +$65.9K +2,026 +3%
AP
670
Appleton Partners
Massachusetts
$2.25M -$9.76K -300 -0.4%
TAM
671
Townsend Asset Management
North Carolina
$2.23M -$233K -7,161 -9%
QWM
672
Quadcap Wealth Management
Texas
$2.23M -$27.4K -843 -1%
CTA
673
Chesley Taft & Associates
Illinois
$2.22M – – –
AT
674
American Trust
Kentucky
$2.22M -$2.25M -69,139 -50%
AWE
675
Avidian Wealth Enterprises
Texas
$2.19M +$813 +25 +0%
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