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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
751
Intrua Financial
Texas
$289K -$40.1K -2,128 -12%
SAM
752
Secure Asset Management
Michigan
$288K +$298K +15,844 New
AF
753
Affiance Financial
Minnesota
$287K -$25.4K -1,352 -8%
SHJ
754
Sharkey, Howes & Javer
Colorado
$287K -$108K -5,736 -27%
LCGC
755
Legacy Capital Group California
California
$286K +$297K +15,756 New
NW
756
Naviter Wealth
Arkansas
$285K – – –
RIA
757
Retirement Investment Advisors
Oklahoma
$284K -$4.67K -248 -2%
PFA
758
Pure Financial Advisors
California
$284K -$1.66K -88 -0.6%
CA
759
Calton & Associates
Florida
$283K +$293K +15,548 New
CFO
760
CVA Family Office
Colorado
$281K +$58.8K +3,124 +25%
CCG
761
Coastwise Capital Group
California
$279K +$4.67K +248 +2%
CC
762
Callan Capital
California
$277K – – –
SSWM
763
Smith Salley Wealth Management
North Carolina
$277K – – –
AGA
764
Arkos Global Advisors
Texas
$276K – – –
WMR
765
Wealth Management Resources
Rhode Island
$276K +$40.4K +2,144 +16%
RG
766
Retirement Group
California
$276K – – –
GFWA
767
Grey Fox Wealth Advisors
Delaware
$275K +$301 +16 +0.1%
VHAM
768
Van Hulzen Asset Management
California
$273K -$5.27K -280 -2%
KPWS
769
Kestra Private Wealth Services
Texas
$273K +$6.55K +348 +2%
EWMCB
770
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$272K +$376 +20 +0.1%
CPC
771
Consolidated Planning Corp
Georgia
$268K +$7.83K +416 +3%
DAM
772
Delta Asset Management
Tennessee
$265K – – –
AWC
773
Adamsbrown Wealth Consultants
Kansas
$265K +$3.16K +168 +1%
SHA
774
Seneca House Advisors
Virginia
$263K +$2.71K +144 +1%
ACA
775
Ascension Capital Advisors
Texas
$262K -$34.8K -1,848 -11%
29 30
31
32 33