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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
701
New England Private Wealth Advisors
Massachusetts
$1.98M +$36.4K +1,120 +2%
PFS
702
Prospect Financial Services
New York
$1.98M +$118K +3,631 +6%
RI
703
Rinkey Investments
California
$1.97M – – –
S
704
Sachetta
Massachusetts
$1.96M -$13.5K -415 -0.7%
CAWM
705
Capital Advisors Wealth Management
Washington
$1.96M +$141K +4,325 +8%
IRC
706
Investors Research Corp
Georgia
$1.95M -$15.7K -483 -0.8%
SFC
707
Sprinkle Financial Consultants
Colorado
$1.95M +$1.98K +61 +0.1%
LPAM
708
Lodestar Private Asset Management
California
$1.93M +$5.01K +154 +0.3%
FCB
709
First County Bank
Connecticut
$1.92M +$105K +3,238 +6%
SA
710
Stewardship Advisors
Pennsylvania
$1.92M +$98 +3 +0%
MCM
711
MidAtlantic Capital Management
Virginia
$1.91M +$3.84K +118 +0.2%
TFA
712
Transamerica Financial Advisors
Florida
$1.91M +$751K +23,088 +65%
B
713
Bailard
California
$1.91M +$23.2K +712 +1%
FC
714
Financial Consulate
Maryland
$1.9M +$1.11K +34 +0.1%
NW
715
NewEdge Wealth
Pennsylvania
$1.9M +$716K +22,027 +61%
VCP
716
Verus Capital Partners
Arizona
$1.88M +$520K +15,985 +38%
MHS
717
M Holdings Securities
Oregon
$1.88M +$1.87M +57,644 New
SCP
718
Stevens Capital Partners
Nebraska
$1.88M -$50.2K -1,543 -3%
OFS
719
Opus Financial Solutions
Illinois
$1.87M +$1.87M +57,444 New
PVI
720
Pine Valley Investments
New Jersey
$1.87M +$25.1K +771 +1%
MCWS
721
McKinley Carter Wealth Services
West Virginia
$1.87M -$729K -22,411 -28%
WWA
722
WCG Wealth Advisors
Nevada
$1.87M +$239K +7,343 +15%
AA
723
Ancora Advisors
Ohio
$1.86M +$1.92K +59 +0.1%
YLHM
724
Yelin Lapidot Holdings Management
Israel
$1.86M – – –
DT
725
Diversified Trust
Tennessee
$1.84M -$2.6M -79,994 -59%
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