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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Aspire Wealth Management
Massachusetts
$509K – – –
FWTB
752
First Western Trust Bank
Colorado
$508K – – –
WP
753
WealthPLAN Partners
Nebraska
$507K -$189K -8,552 -28%
UAG
754
United Advisor Group
Ohio
$506K +$483K +21,828 New
RWM
755
RBA Wealth Management
California
$503K +$9.29K +420 +2%
RWM
756
Ritholtz Wealth Management
New York
$502K +$71.7K +3,240 +18%
OFS
757
OMC Financial Services
New York
$502K +$479K +21,640 New
AWA
758
Arkadios Wealth Advisors
Georgia
$501K -$26.4K -1,192 -5%
APCM
759
Alaska Permanent Capital Management
Alaska
$501K -$619K -28,000 -56%
SC
760
Scotia Capital
Ontario, Canada
$499K -$7.96K -360 -2%
CWM
761
Cabot Wealth Management
Massachusetts
$498K -$27.8K -1,256 -6%
PCM
762
Pennsylvania Capital Management
Pennsylvania
$497K +$2.65K +120 +0.6%
BC
763
Burney Company
Virginia
$497K -$32.8K -1,484 -6%
FMII
764
Farmers & Merchants Investments Inc
Nebraska
$494K – – –
WBC
765
West Branch Capital
Massachusetts
$493K +$470K +21,272 New
WFA
766
WMG Financial Advisors
Tennessee
$492K +$469K +21,208 New
P
767
&Partners
Tennessee
$491K +$468K +21,164 New
SA
768
SRH Advisors
Kansas
$490K -$35.4K -1,600 -7%
EFS
769
Econ Financial Services
Pennsylvania
$489K -$21K -948 -4%
EA
770
Ergawealth Advisors
Illinois
$482K +$460K +20,808 New
IWP
771
Insight Wealth Partners
Texas
$480K +$458K +20,716 New
TA
772
TFB Advisors
Kansas
$480K +$478K +21,624 New
MA
773
MONECO Advisors
Connecticut
$477K -$17.8K -804 -4%
PIA
774
Pinion Investment Advisors
Kansas
$477K +$241K +10,904 +113%
VA
775
Valmark Advisers
Ohio
$476K +$91.8K +4,152 +25%
29 30
31
32 33