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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
701
Insight Wealth Partners
Texas
$1.05M -$72.1K -2,634 -6%
WCM
702
Whitener Capital Management
North Carolina
$1.04M +$235K +8,594 +26%
BWM
703
BCS Wealth Management
Tennessee
$1.04M -$18.9K -691 -2%
GC
704
Gilbert & Cook
Iowa
$1.04M -$8K -292 -0.7%
VFA
705
Valeo Financial Advisors
Indiana
$1.04M +$40K +1,459 +4%
AF
706
Advisornet Financial
Minnesota
$1.03M -$509K -18,576 -31%
AG
707
AmeriFlex Group
Nevada
$1.02M -$1.42M -51,994 -56%
SWP
708
SIMA Wealth Partners
Virginia
$1.02M -$53.1K -1,940 -5%
FPF
709
First Pacific Financial
Washington
$1.02M +$769K +28,089 +225%
CCB
710
Cutter & Co Brokerage
Missouri
$1.02M +$1.23K +45 +0.1%
FCB
711
First County Bank
Connecticut
$1.01M +$1.11M +40,529 New
NP
712
NorthRock Partners
Minnesota
$1.01M +$423K +15,453 +62%
AC
713
Apella Capital
Connecticut
$1.01M – – –
SFG
714
SevenBridge Financial Group
Pennsylvania
$1M +$57.4K +2,095 +6%
PIA
715
Pinion Investment Advisors
Kansas
$1M +$530K +19,342 +93%
HC
716
Hoese & Co
Minnesota
$999K – – –
SW
717
Simplicity Wealth
New Jersey
$986K +$835K +30,482 +343%
SIS
718
Strategic Investment Solutions
Illinois
$985K -$12.9K -471 -1%
CWG
719
Cornerstone Wealth Group
North Carolina
$977K -$1.1K -40 -0.1%
WIC
720
Woodmont Investment Counsel
Tennessee
$972K +$31.6K +1,152 +3%
OP
721
ORG Partners
Indiana
$971K +$443K +16,165 +72%
CCA
722
Clearwater Capital Advisors
Illinois
$963K – – –
KJWM
723
Kiley Juergens Wealth Management
Washington
$962K +$46.8K +1,710 +5%
TWCA
724
Two West Capital Advisors
Kansas
$957K +$230K +8,399 +27%
AMG
725
Asset Management Group
Connecticut
$957K +$1.04K +38 +0.1%
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