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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
751
Pursue Wealth Partners
California
$257K – – –
SWA
752
SOA Wealth Advisors
New York
$256K +$274 +16 +0.1%
AIM
753
Aspen Investment Management
Michigan
$256K +$206 +12 +0.1%
FCA
754
FinTrust Capital Advisors
South Carolina
$251K – – –
GWS
755
Glassman Wealth Services
Virginia
$247K – – –
ANTB
756
AMG National Trust Bank
Colorado
$246K – – –
VCP
757
Vista Capital Partners
Oregon
$246K +$225K +13,104 New
WMR
758
Wealth Management Resources
Rhode Island
$244K +$8.91K +520 +4%
MCCP
759
Mission Creek Capital Partners
California
$242K – – –
NSAM
760
North Star Asset Management
Wisconsin
$240K +$220K +12,804 New
HI
761
Hudock Inc
Pennsylvania
$240K +$69 +4 +0%
PAG
762
Paladin Advisory Group
Iowa
$238K – – –
SFO
763
Stokes Family Office
Louisiana
$236K – – –
WA
764
Waterford Advisors
New York
$236K – – –
WF
765
Wayfinding Financial
Washington
$236K +$210K +12,240 New
AAS
766
Annex Advisory Services
Wisconsin
$235K -$59.5K -3,472 -22%
GHAM
767
Gilman Hill Asset Management
Connecticut
$235K +$69 +4 +0%
SMC
768
Smith, Moore & Co
Missouri
$233K +$214K +12,456 New
RCA
769
Reitz Capital Advisors
Michigan
$233K -$5.61M -327,512 -95%
RPSA
770
Richard P. Slaughter Associates
Texas
$233K -$9.74K -568 -4%
PVI
771
Pine Valley Investments
New Jersey
$232K -$823 -48 -0.4%
CFO
772
CVA Family Office
Colorado
$232K +$47.7K +2,780 +29%
OFS
773
Oldfather Financial Services
Nebraska
$231K – – –
WA
774
Waverly Advisors
Alabama
$230K +$211K +12,288 New
RA
775
Rodgers & Associates
Pennsylvania
$228K +$209K +12,172 New
29 30
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