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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
776
Fiduciary Family Office
Florida
$475K +$453K +20,496 New
FC
777
Financial Consulate
Maryland
$472K +$30.9K +1,396 +7%
WAM
778
WealthTrust Asset Management
Florida
$470K -$23.4K -1,056 -5%
GCM
779
Gallacher Capital Management
Colorado
$470K -$104K -4,720 -19%
WP
780
Westmount Partners
California
$466K -$1.5K -68 -0.3%
NG
781
NWK Group
California
$464K -$1.77K -80 -0.4%
BAWC
782
Boyce & Associates Wealth Consulting
Texas
$461K -$619 -28 -0.1%
NP
783
NorthRock Partners
Minnesota
$460K -$61.4K -2,776 -12%
AO
784
Advisor OS
Illinois
$459K -$182K -8,208 -29%
EHC
785
Everett Harris & Co
California
$459K +$54.4K +2,460 +14%
SP
786
Stonebrook Private
Michigan
$458K +$27.4K +1,240 +7%
KA
787
Klingman & Associates
New York
$457K -$61.8K -2,796 -12%
BDFN
788
Bond & Devick Financial Network
Minnesota
$457K – – –
CC
789
Callan Capital
California
$456K +$4.6K +208 +1%
LWA
790
Lantern Wealth Advisors
New York
$455K +$434K +19,632 New
AFA
791
Atlas Financial Advisors
California
$452K -$14K -632 -3%
TP
792
Tranquility Partners
Tennessee
$452K -$22.8K -1,032 -5%
PCA
793
Prosperity Capital Advisors
Ohio
$451K +$145K +6,576 +51%
IWA
794
IVC Wealth Advisors
Pennsylvania
$449K -$14.5K -656 -3%
WIP
795
WealthCare Investment Partners
Rhode Island
$449K +$25.7K +1,164 +6%
NSAM
796
North Star Asset Management
Wisconsin
$446K -$30.5K -1,380 -7%
PFA
797
Pathway Financial Advisors
Vermont
$445K – – –
RC
798
Roundview Capital
New Jersey
$444K -$354 -16 -0.1%
SW
799
SMART Wealth
Nebraska
$443K -$4.87K -220 -1%
IC
800
IEQ Capital
California
$442K +$442 +20 +0.1%
30 31
32
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