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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
$1.57M +$210K +6,887 +16%
CCM
702
Cloud Capital Management
Washington
$1.55M +$30.7K +1,006 +2%
GSEP
703
Golden State Equity Partners
California
$1.55M -$11.3K -372 -0.8%
MA
704
Modus Advisors
Minnesota
$1.54M -$39.4K -1,292 -3%
TWCA
705
Two West Capital Advisors
Kansas
$1.54M +$143K +4,697 +11%
BWM
706
BCS Wealth Management
Tennessee
$1.53M -$331K -10,849 -18%
HWA
707
Heritage Wealth Architects
Minnesota
$1.52M -$191K -6,275 -12%
DWM
708
Destination Wealth Management
California
$1.5M -$10.7K -352 -0.7%
SP
709
Stonebrook Private
Michigan
$1.5M +$270K +8,854 +23%
AAA
710
Adams Asset Advisors
Texas
$1.5M +$8.69K +285 +0.6%
MIFH
711
Migdal Insurance & Financial Holdings
Israel
$1.49M -$4.83M -158,391 -77%
BIG
712
Brookwood Investment Group
Arizona
$1.49M -$321K -10,521 -18%
KP
713
Keel Point
Alabama
$1.48M -$60.5K -1,985 -4%
PCMN
714
Paradigm Capital Management (Nevada)
Nevada
$1.48M +$1.34K +44 +0.1%
DCM
715
Davis Capital Management
Florida
$1.47M +$1.41M +46,131 New
OFO
716
OneAscent Family Office
Alabama
$1.47M +$103K +3,389 +8%
AI
717
Accredited Investors
Minnesota
$1.46M +$30 +1 +0%
GWWM
718
Great Waters Wealth Management
Minnesota
$1.45M -$396K -12,992 -22%
MFA
719
Millington Financial Advisors
Illinois
$1.42M -$68.4K -2,245 -5%
LWM
720
LongView Wealth Management
Georgia
$1.42M +$109K +3,564 +9%
PCM
721
Pennsylvania Capital Management
Pennsylvania
$1.4M +$195K +6,411 +17%
LAIC
722
Lederer & Associates Investment Counsel
California
$1.4M +$593K +19,447 +79%
TA
723
TrueWealth Advisors
Alabama
$1.38M +$122 +4 +0%
RFN
724
Redwood Financial Network
Ohio
$1.37M +$17.8K +584 +1%
HWA
725
HMV Wealth Advisors
Louisiana
$1.36M -$46.1K -1,511 -3%
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