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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
676
Financial Sense Advisors
California
$689K +$241K +10,912 +58%
CSPAM
677
Cary Street Partners Asset Management
Virginia
$689K +$280K +12,672 +74%
WANY
678
Wealthspire Advisors (New York)
New York
$688K -$305K -13,796 -32%
GBWM
679
Granite Bay Wealth Management
New Hampshire
$682K +$651K +29,412 New
CA
680
CGN Advisors
Kansas
$681K +$70.8K +3,200 +12%
CSIC
681
Clifford Swan Investment Counsel
California
$679K – – –
RFN
682
Redwood Financial Network
Ohio
$678K +$243K +10,972 +60%
OC
683
Oarsman Capital
Wisconsin
$674K -$221K -9,976 -26%
PA
684
Parallel Advisors
California
$673K +$5.49K +248 +0.9%
NAMNJ
685
NorthStar Asset Management (New Jersey)
New Jersey
$672K -$5.66K -256 -0.9%
CCA
686
Clarity Capital Advisors
Florida
$670K +$885 +40 +0.1%
CIR
687
Clear Investment Research
Georgia
$669K -$2.92K -132 -0.5%
LAIC
688
Lederer & Associates Investment Counsel
California
$666K -$58.4K -2,640 -8%
SFC
689
Strategic Financial Concepts
Texas
$663K +$633K +28,608 New
AP
690
Adero Partners
California
$662K +$531 +24 +0.1%
FFA
691
Fortune Financial Advisors
Kansas
$660K +$630K +28,472 New
EW
692
Element Wealth
Mississippi
$656K – – –
SWM
693
Spire Wealth Management
Virginia
$654K +$29K +1,312 +5%
LFS
694
Lutz Financial Services
Nebraska
$651K – – –
SPL
695
Smart Portfolios LLC
Washington
$650K +$620K +28,040 New
IF
696
Integrity Financial
Wyoming
$648K +$38.5K +1,740 +7%
TPWM
697
Twelve Points Wealth Management
Massachusetts
$647K – – –
GA
698
Goldstein Advisors
Wisconsin
$645K +$2.83K +128 +0.5%
LF
699
LifeSteps Financial
California
$643K -$68.7K -3,108 -10%
ABC
700
Associated Banc-Corp
Wisconsin
$642K +$11.9K +540 +2%
26 27
28
29 30