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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
MidAtlantic Capital Management
Virginia
$1.84M -$11.3K -342 -0.6%
RIS
727
Retirement Income Solutions
Michigan
$1.83M – – –
BPW
728
BLVD Private Wealth
Kentucky
$1.82M -$323K -9,748 -15%
CAL
729
Capital Analysts LLC
Pennsylvania
$1.82M -$4.17K -126 -0.2%
PCM
730
Pennsylvania Capital Management
Pennsylvania
$1.82M +$218K +6,590 +14%
VA
731
VestGen Advisors
Illinois
$1.81M -$1.43M -43,292 -45%
SWGC
732
Summit Wealth Group (Colorado)
Colorado
$1.8M +$64.2K +1,936 +4%
FC
733
Financial Consulate
Maryland
$1.8M +$1.16K +35 +0.1%
JWS
734
Juncture Wealth Strategies
Arizona
$1.8M -$265K -7,999 -13%
RSWA
735
Robinson Smith Wealth Advisors
Maine
$1.79M +$33 +1 +0%
MPWT
736
MassMutual Private Wealth & Trust
Connecticut
$1.79M -$11.5K -348 -0.7%
PWMG
737
Prestige Wealth Management Group
New Jersey
$1.79M -$3.08K -93 -0.2%
SQA
738
Simon Quick Advisors
New Jersey
$1.79M -$138K -4,156 -7%
OFG
739
Oxford Financial Group
Indiana
$1.78M +$66 +2 +0%
BFP
740
Birchwood Financial Partners
Minnesota
$1.75M +$795 +24 +0%
TNA
741
True North Advisors
Texas
$1.75M -$2.78K -84 -0.2%
TCIIS
742
TIAA-CREF Individual & Institutional Services
New York
$1.74M +$12.5K +377 +0.7%
BAH
743
Beacon Advisors Holdings
Texas
$1.74M +$1.72K +52 +0.1%
SAG
744
SageView Advisory Group
California
$1.73M -$15.3K -461 -0.9%
GG
745
Greenwood Gearhart
Arkansas
$1.72M +$107K +3,232 +7%
LAIC
746
Lederer & Associates Investment Counsel
California
$1.72M +$156K +4,710 +10%
AMCA
747
Arthur M. Cohen & Associates
Illinois
$1.71M – – –
BWM
748
Bullock Wealth Management
Indiana
$1.71M -$66.5K -2,006 -4%
HL
749
HeadInvest LLC
Maine
$1.71M +$528K +15,920 +46%
AA
750
Ancora Advisors
Ohio
$1.7M +$31.8K +960 +2%
28 29
30
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