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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
751
Integrity Financial
Wyoming
$842K +$131K +4,773 +17%
UB
752
UMB Bank
Missouri
$842K -$13K -476 -1%
BPWM
753
Badgley Phelps Wealth Managers
Washington
$832K +$17.7K +645 +2%
UAG
754
United Advisor Group
Ohio
$832K -$190K -6,934 -17%
IA
755
Insight Advisors
Pennsylvania
$829K -$203K -7,408 -18%
RZH
756
Relyea Zuckerberg Hanson
Connecticut
$829K +$657 +24 +0.1%
NAS
757
NWF Advisory Services
California
$828K +$905K +33,058 New
ATI
758
ARK & TLK Investments
Oklahoma
$819K – – –
EL
759
Essex LLC
Illinois
$815K -$6.44K -235 -0.7%
NCFG
760
New Century Financial Group
New Jersey
$814K +$44.5K +1,623 +5%
CCM
761
Colorado Capital Management
Colorado
$813K +$986 +36 +0.1%
PA
762
Parallel Advisors
California
$792K -$49.4K -1,802 -5%
SP
763
Stonebrook Private
Michigan
$788K +$61.4K +2,242 +8%
DFG
764
Delta Financial Group
New Jersey
$784K +$26.4K +965 +3%
KIA
765
KCM Investment Advisors
California
$784K -$54.8K -2,000 -6%
SFG
766
Sovereign Financial Group
Connecticut
$784K -$121K -4,414 -12%
DWT
767
Dorsey & Whitney Trust
South Dakota
$777K – – –
BWA
768
Burt Wealth Advisors
Maryland
$774K -$54.6K -1,993 -6%
MTIC
769
Missouri Trust & Investment Company
Missouri
$768K -$11K -400 -1%
ST
770
Sabal Trust
Florida
$767K – – –
BFS
771
BridgePort Financial Solutions
Iowa
$762K +$321K +11,709 +63%
AIP
772
Almanack Investment Partners
Pennsylvania
$762K -$10.4M -378,831 -93%
PTC
773
Private Trust Company
Ohio
$755K +$246K +8,971 +42%
WA
774
Wealth Architects
California
$749K -$32.7K -1,193 -4%
VFPW
775
Vantage Financial Partners (Wisconsin)
Wisconsin
$749K +$174K +6,348 +27%
29 30
31
32 33