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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
701
Valmark Advisers
Ohio
$2.04M +$165K +4,990 +9%
NEPWA
702
New England Private Wealth Advisors
Massachusetts
$2.03M +$166 +5 +0%
S
703
Sachetta
Massachusetts
$2.03M -$22.2K -670 -1%
IAP
704
Indie Asset Partners
Indiana
$2.03M -$56.3K -1,700 -3%
OFS
705
Opus Financial Solutions
Illinois
$2M +$51.9K +1,565 +3%
SFC
706
Sprinkle Financial Consultants
Colorado
$1.98M +$14.2K +430 +0.7%
AI
707
Accredited Investors
Minnesota
$1.98M +$150K +4,523 +8%
B
708
Bailard
California
$1.96M – – –
NF
709
Nikulski Financial
Iowa
$1.94M -$172K -5,185 -8%
YLHM
710
Yelin Lapidot Holdings Management
Israel
$1.93M – – –
FA
711
Fountainhead AM
New Jersey
$1.92M -$496K -14,964 -21%
RFN
712
RDA Financial Network
Iowa
$1.92M +$117K +3,516 +7%
IP
713
Indivisible Partners
Florida
$1.92M +$26.8K +809 +1%
DT
714
Diversified Trust
Tennessee
$1.91M +$232 +7 +0%
SWM
715
Segment Wealth Management
Texas
$1.89M +$223K +6,740 +14%
MCWS
716
McKinley Carter Wealth Services
West Virginia
$1.89M +$61.4K +1,854 +3%
LPAM
717
Lodestar Private Asset Management
California
$1.89M -$35.7K -1,076 -2%
VCP
718
Vista Capital Partners
Oregon
$1.89M +$1.48M +44,551 +399%
CAWM
719
Capital Advisors Wealth Management
Washington
$1.88M +$21.9K +661 +1%
OBWG
720
Onyx Bridge Wealth Group
New York
$1.88M -$158K -4,764 -8%
HFA
721
Hershey Financial Advisers
Pennsylvania
$1.87M +$1.39M +41,922 +317%
CCA
722
Clarity Capital Advisors
Florida
$1.86M +$530 +16 +0%
FLPIM
723
F.L. Putnam Investment Management
Massachusetts
$1.86M -$527K -15,889 -22%
SCP
724
Stevens Capital Partners
Nebraska
$1.84M -$30.5K -919 -2%
MCM
725
MidAtlantic Capital Management
Virginia
$1.84M -$11.3K -342 -0.6%
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