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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
676
Robertson Stephens Wealth Management
California
– -$372K -25,872 Closed
PIMG
677
Patriot Investment Management Group
Tennessee
– -$358K -24,888 Closed
PSUF
678
People's United Financial
Connecticut
– -$297K -20,624 Closed
TW
679
Transform Wealth
Colorado
– -$293K -20,384 Closed
MIP
680
Marietta Investment Partners
Wisconsin
– -$259K -17,984 Closed
PL
681
Plancorp LLC
Missouri
– -$215K -14,936 Closed
IC
682
IEQ Capital
California
– -$213K -14,792 Closed
CPW
683
Catalyst Private Wealth
California
– -$111K -7,728 Closed
SSB
684
Sandy Spring Bank
Maryland
– -$109K -7,600 Closed
AA
685
Advisory Alpha
Michigan
– -$78K -5,336 Closed
JWM
686
Jeppson Wealth Management
California
– -$46K -3,208 Closed
FA
687
Faithward Advisors
Pennsylvania
– -$36K -2,512 Closed
FDCDDQ
688
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$16.1K -1,120 Closed
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
– -$12K -816 Closed
PFS
690
Prospera Financial Services
Texas
– -$6K -440 Closed
LAS
691
Lloyd Advisory Services
Georgia
– -$3K -216 Closed
TFM
692
TFC Financial Management
Massachusetts
– -$3K -200 Closed
JCM
693
Jacobi Capital Management
Pennsylvania
– -$2K -112 Closed
MAM
694
Meeder Asset Management
Ohio
– +$243 +16 New
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