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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
726
Plante Moran Financial Advisors
Michigan
$167K +$33.3K +2,316 +24%
VCM
727
Vigilant Capital Management
Maine
$161K +$167K +11,600 New
CFO
728
CVA Family Office
Colorado
$161K +$58 +4 +0%
EWM
729
Evermay Wealth Management
Virginia
$159K +$2.7K +188 +2%
SL
730
Savior LLC
Massachusetts
$155K -$2.07K -144 -1%
AIM
731
Anchor Investment Management
South Carolina
$140K -$5.75K -400 -4%
HF
732
Halpern Financial
Virginia
$139K +$144K +10,000 New
CA
733
Clearstead Advisors
Ohio
$131K +$45.5K +3,164 +51%
CFB
734
Cullen/Frost Bankers
Texas
$124K -$18.9K -1,316 -13%
SFC
735
SYM Financial Corp
Indiana
$115K +$2.99K +208 +3%
TF
736
TimeScale Financial
Massachusetts
$112K – – –
PB
737
Pinnacle Bancorp
Nebraska
$112K +$3.39K +236 +3%
GT
738
Glenmede Trust
Pennsylvania
$108K – – –
RFA
739
Resurgent Financial Advisors
Georgia
$106K +$109K +7,608 New
EWM
740
Endurance Wealth Management
Rhode Island
$100K – – –
RCM
741
Raleigh Capital Management
North Carolina
$98.6K +$102K +7,096 New
PAI
742
Pittenger & Anderson Inc
Nebraska
$89.1K -$59.8K -4,160 -39%
BTI
743
Blue Trust Inc
Georgia
$88K – – –
GI
744
Gradient Investments
Minnesota
$82K – – –
GWSA
745
Global Wealth Strategies & Associates
Colorado
$80.3K +$83.2K +5,784 New
PK
746
Pflug Koory
Nebraska
$76K – – –
HBW
747
Hazlett, Burt & Watson
West Virginia
$73K +$58 +4 +0.1%
JFGIW
748
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K – – –
EA
749
Evolution Advisers
Virginia
$69K – – –
CWP
750
Concord Wealth Partners
Virginia
$68.5K +$70.8K +4,928 New
28 29
30
31 32