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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
751
KCM Investment Advisors
California
$1.22M +$213 +7 +0%
AMG
752
Asset Management Group
Connecticut
$1.22M +$1.1K +36 +0.1%
MWM
753
Mission Wealth Management
California
$1.22M +$165K +5,428 +17%
CS
754
Capital Square
Tennessee
$1.2M -$11.2K -368 -1%
QP
755
Quartz Partners
New York
$1.2M +$248K +8,141 +28%
WWA
756
Wisconsin Wealth Advisors
Wisconsin
$1.2M +$447K +14,680 +64%
NW
757
NewEdge Wealth
Pennsylvania
$1.2M – – –
SFG
758
SevenBridge Financial Group
Pennsylvania
$1.19M -$176K -5,784 -14%
CCM
759
Colorado Capital Management
Colorado
$1.19M +$2.47K +81 +0.2%
EWM
760
Evercore Wealth Management
New York
$1.18M – – –
PPWM
761
Paragon Private Wealth Management
Kentucky
$1.16M +$103K +3,391 +10%
CFB
762
Cullen/Frost Bankers
Texas
$1.16M -$19.6K -644 -2%
SFG
763
Sunburst Financial Group
Alabama
$1.16M -$25.8K -846 -2%
HC
764
Hoese & Co
Minnesota
$1.16M – – –
AG
765
AmeriFlex Group
Nevada
$1.16M +$1.04M +34,234 +1,694%
CCA
766
Clearwater Capital Advisors
Illinois
$1.16M -$12.7K -418 -1%
PFPT
767
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.16M +$9.6K +315 +0.9%
DWM
768
DecisionMap Wealth Management
Virginia
$1.15M – – –
CAM
769
Cozad Asset Management
Illinois
$1.14M -$29.8K -979 -3%
PL
770
Plancorp LLC
Missouri
$1.14M -$1.35M -44,194 -55%
TFA
771
Transamerica Financial Advisors
Florida
$1.13M +$1.08M +35,467 New
WP
772
Wealthspan Partners
Iowa
$1.13M -$7.07K -232 -0.7%
IAS
773
Integrity Advisory Solutions
Texas
$1.12M +$1.07M +35,243 New
M1FG
774
Mach-1 Financial Group
Arkansas
$1.12M +$1.07M +35,243 New
WA
775
WESPAC Advisors
California
$1.11M +$1.06M +34,814 New
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