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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
701
Advocate Group
Minnesota
$316K – – –
WP
702
Westmount Partners
California
$315K -$6.72K -392 -2%
WIP
703
WealthCare Investment Partners
Rhode Island
$310K +$343 +20 +0.1%
LF
704
Lantz Financial
Illinois
$309K – – –
CB
705
Commerce Bank
Missouri
$306K -$128K -7,460 -31%
ACA
706
Ascension Capital Advisors
Texas
$305K +$617 +36 +0.2%
FWM
707
Finer Wealth Management
Massachusetts
$304K -$30.2K -1,760 -10%
GCM
708
G2 Capital Management
Ohio
$302K -$51K -2,972 -16%
FPW
709
Flagship Private Wealth
Massachusetts
$301K – – –
AIM
710
AHL Investment Management
Florida
$301K – – –
CC
711
Courier Capital
New York
$300K +$274K +16,000 New
AMM
712
American Money Management
California
$300K +$274 +16 +0.1%
DIS
713
Diversified Investment Strategies
Louisiana
$298K -$13K -760 -5%
RIA
714
Retirement Investment Advisors
Oklahoma
$298K +$273K +15,896 New
PFA
715
Pure Financial Advisors
California
$294K +$206 +12 +0.1%
NW
716
Naviter Wealth
Arkansas
$294K +$269K +15,664 New
AF
717
Allworth Financial
California
$293K +$51.7K +3,016 +24%
HBW
718
Hazlett, Burt & Watson
West Virginia
$291K +$128K +7,472 +93%
WP
719
WealthSource Partners
California
$290K -$112K -6,504 -30%
VHAM
720
Van Hulzen Asset Management
California
$287K -$960 -56 -0.4%
CC
721
Callan Capital
California
$286K +$262K +15,260 New
SSWM
722
Smith Salley Wealth Management
North Carolina
$286K – – –
AGA
723
Arkos Global Advisors
Texas
$285K – – –
RG
724
Retirement Group
California
$284K +$11.7K +680 +5%
RWM
725
Ritholtz Wealth Management
New York
$283K – – –
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