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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
751
Aurora Private Wealth
New Jersey
$1.66M +$1.67M +51,286 New
AMCA
752
Arthur M. Cohen & Associates
Illinois
$1.65M – – –
AWM
753
Arista Wealth Management
Nevada
$1.65M +$2.57K +79 +0.2%
TCRG
754
Twin Cities Retirement Group
Minnesota
$1.64M +$1.63M +50,157 New
KFGK
755
Keystone Financial Group (Kentucky)
Kentucky
$1.63M -$107K -3,293 -6%
VA
756
Valmark Advisers
Ohio
$1.63M +$20.4K +628 +1%
FWA
757
FSC Wealth Advisors
New York
$1.62M -$2.67M -81,986 -62%
GSEP
758
Golden State Equity Partners
California
$1.62M +$31.2K +959 +2%
SWM
759
Sculati Wealth Management
Michigan
$1.62M -$4.29K -132 -0.3%
GAA
760
Guardian Asset Advisors
Pennsylvania
$1.61M +$292K +8,968 +22%
MMHP
761
Murphy Middleton Hinkle & Parker
Georgia
$1.61M -$10.4M -320,815 -98%
SNBOSD
762
Security National Bank of So Dak
Iowa
$1.61M -$1.56K -48 -0.1%
MWM
763
MFG Wealth Management
Indiana
$1.6M -$181K -5,554 -10%
SWM
764
Segment Wealth Management
Texas
$1.6M -$32.3K -993 -2%
TNA
765
True North Advisors
Texas
$1.6M +$1.59M +48,943 New
AAA
766
Adams Asset Advisors
Texas
$1.59M +$62.6K +1,924 +4%
WWA
767
Wisconsin Wealth Advisors
Wisconsin
$1.55M +$331K +10,175 +27%
CAL
768
Capital Analysts LLC
Pennsylvania
$1.55M -$66.4K -2,042 -4%
PCM
769
Pennsylvania Capital Management
Pennsylvania
$1.55M +$115K +3,535 +8%
OAS
770
Optivise Advisory Services
Tennessee
$1.54M -$96.4K -2,963 -6%
FSA
771
Fort Sheridan Advisors
Illinois
$1.54M -$207K -6,367 -12%
OFO
772
OneAscent Family Office
Alabama
$1.53M +$22.2K +683 +1%
GS
773
GWN Securities
Florida
$1.51M +$195K +6,006 +15%
BIG
774
Brookwood Investment Group
Arizona
$1.5M -$22.5K -692 -1%
AI
775
Accredited Investors
Minnesota
$1.49M -$3.71K -114 -0.2%
29 30
31
32 33