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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
726
Asset Allocation Strategies
Michigan
$693K +$648K +27,468 New
ABC
727
Associated Banc-Corp
Wisconsin
$684K -$12.7K -540 -2%
LF
728
LifeSteps Financial
California
$683K -$14.5K -616 -2%
ZRP
729
Zynergy Retirement Planning
New Jersey
$671K +$628K +26,636 New
SA
730
SpiderRock Advisors
Delaware
$669K -$256K -10,852 -29%
NCM
731
Northwest Capital Management
Oregon
$669K -$755 -32 -0.1%
SAM
732
Silvercrest Asset Management
New York
$667K -$15.3K -648 -2%
MW
733
Marcum Wealth
Ohio
$658K +$183K +7,748 +42%
SFC
734
SYM Financial Corp
Indiana
$658K -$331K -14,032 -35%
RFA
735
Resurgent Financial Advisors
Georgia
$656K -$208K -8,832 -25%
GBWM
736
Granite Bay Wealth Management
New Hampshire
$654K -$82.1K -3,480 -12%
FEM
737
Fulcrum Equity Management
Texas
$650K +$608K +25,788 New
LRPA
738
L. Roy Papp & Associates
Arizona
$649K -$11.6K -492 -2%
QWP
739
Quotient Wealth Partners
Texas
$646K +$604K +25,608 New
CGA
740
Crescent Grove Advisors
Illinois
$639K – – –
EHC
741
Everett Harris & Co
California
$638K +$130K +5,508 +28%
RA
742
Ruggaard & Associates
Ohio
$637K – – –
WCM
743
Whitener Capital Management
North Carolina
$637K -$3.02K -128 -0.5%
SIS
744
Strategic Investment Solutions
Illinois
$637K +$463K +19,628 New
TIM
745
Total Investment Management
Arizona
$632K -$10.4K -440 -2%
AWM
746
Axxcess Wealth Management
California
$629K +$154K +6,520 +35%
RW
747
REDW Wealth
New Mexico
$629K – – –
EA
748
Ergawealth Advisors
Illinois
$628K +$96.9K +4,108 +20%
OAJ
749
Ogorek Anthony Joseph
New York
$622K – – –
BCV
750
Banque Cantonale Vaudoise
Switzerland
$620K -$60.1K -2,548 -9%
28 29
30
31 32