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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
726
NorthRock Partners
Minnesota
$227K +$211K +13,924 New
PAMG
727
Patton Albertson Miller Group
Tennessee
$227K -$25.8K -1,700 -11%
PA
728
Pinnacle Associates
New York
$225K +$210K +13,832 New
LG
729
LaFleur & Godfrey
Michigan
$225K +$210K +13,820 New
WFM
730
Wolff Financial Management
Michigan
$225K +$210K +13,804 New
PWP
731
Pursue Wealth Partners
California
$224K +$208K +13,720 New
SWA
732
SOA Wealth Advisors
New York
$222K +$16.3K +1,076 +9%
AIM
733
Aspen Investment Management
Michigan
$222K +$207K +13,636 New
FNBOO
734
First National Bank of Omaha
Nebraska
$220K +$205K +13,484 New
BW
735
BIP Wealth
Georgia
$217K +$202K +13,336 New
GWS
736
Glassman Wealth Services
Virginia
$215K – – –
CCM
737
Crew Capital Management
Ohio
$214K -$214K -14,128 -52%
ANTB
738
AMG National Trust Bank
Colorado
$213K +$199K +13,104 New
RPSA
739
Richard P. Slaughter Associates
Texas
$212K +$197K +12,996 New
MCCP
740
Mission Creek Capital Partners
California
$210K +$196K +12,896 New
HI
741
Hudock Inc
Pennsylvania
$208K +$194K +12,788 New
PAG
742
Paladin Advisory Group
Iowa
$207K +$192K +12,676 New
AF
743
Allworth Financial
California
$206K -$32.7K -2,152 -15%
SFO
744
Stokes Family Office
Louisiana
$205K +$191K +12,600 New
PVI
745
Pine Valley Investments
New Jersey
$205K +$189K +12,436 New
WA
746
Waterford Advisors
New York
$205K +$191K +12,580 New
GHAM
747
Gilman Hill Asset Management
Connecticut
$204K +$190K +12,528 New
WMR
748
Wealth Management Resources
Rhode Island
$204K +$190K +12,500 New
OFS
749
Oldfather Financial Services
Nebraska
$201K +$187K +12,332 New
AFG
750
Atomi Financial Group
New York
$200K +$187K +12,288 New
28 29
30
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