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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
676
CIC Wealth
Maryland
$823K -$472 -20 -0.1%
AC
677
AlphaCore Capital
California
$822K -$9.25K -392 -1%
PFS
678
Prospera Financial Services
Texas
$822K +$326K +13,832 +74%
AWM
679
Abound Wealth Management
Tennessee
$816K +$13K +552 +2%
MFG
680
Merit Financial Group
Georgia
$807K -$3.21K -136 -0.4%
APW
681
Aurora Private Wealth
New Jersey
$803K +$7.08K +300 +1%
KIA
682
KCM Investment Advisors
California
$802K – – –
SEIA
683
Signature Estate & Investment Advisors
California
$799K +$748K +31,704 New
CIA
684
Capital Investment Advisors
Georgia
$790K -$6.61K -280 -0.9%
NB
685
NBT Bank
New York
$789K +$134K +5,676 +22%
SFG
686
SevenBridge Financial Group
Pennsylvania
$789K +$15.2K +644 +2%
AOWM
687
Alpha Omega Wealth Management
Virginia
$784K -$15.2K -644 -2%
DWT
688
Dorsey & Whitney Trust
South Dakota
$783K -$96.8K -4,104 -12%
BPWM
689
Badgley Phelps Wealth Managers
Washington
$782K -$10K -424 -1%
WANY
690
Wealthspire Advisors (New York)
New York
$779K +$28.7K +1,216 +4%
AGWCA
691
Annis Gardner Whiting Capital Advisors
Florida
$776K +$725K +30,744 New
FAG
692
Fortitude Advisory Group
Washington
$768K -$25.1K -1,064 -3%
CA
693
CGN Advisors
Kansas
$765K +$23.2K +984 +3%
HAS
694
HBW Advisory Services
California
$765K +$715K +30,332 New
CC
695
Callan Capital
California
$752K +$239K +10,144 +52%
LJAC
696
L.J. Altfest & Co
New York
$751K – – –
SPL
697
Smart Portfolios LLC
Washington
$746K +$36.3K +1,540 +5%
NCFG
698
New Century Financial Group
New Jersey
$745K +$697K +29,548 New
FWCM
699
Ferguson Wellman Capital Management
Oregon
$745K -$370K -15,680 -35%
C
700
CEDRUS
Colorado
$744K +$469K +19,896 +207%
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