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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
776
Fi3 Financial Advisors
Indiana
$1.02M – – –
HL
777
HeadInvest LLC
Maine
$1.02M -$9.25K -350 -1%
KFA
778
Kelleher Financial Advisors
New York
$1.01M – – –
STA
779
Summit Trail Advisors
New York
$1.01M +$916K +34,627 New
SFS
780
Sowell Financial Services
Arkansas
$1.01M -$212 -8 -0%
QPWM
781
Quadrant Private Wealth Management
Pennsylvania
$1.01M -$16.9K -641 -2%
NAS
782
NWF Advisory Services
California
$1M +$35.4K +1,339 +4%
BWA
783
Beam Wealth Advisors
Louisiana
$1M +$131K +4,957 +17%
FLA
784
Financial Life Advisors
Texas
$989K -$264 -10 -0%
CE
785
Cornerstone Enterprises
Wisconsin
$985K -$4.89M -185,085 -85%
RMA
786
Roffman Miller Associates
Pennsylvania
$983K -$7.01K -265 -0.8%
CG
787
Cynosure Group
Utah
$982K -$5.95K -225 -0.7%
BPWM
788
Badgley Phelps Wealth Managers
Washington
$974K +$2.94K +111 +0.3%
RZH
789
Relyea Zuckerberg Hanson
Connecticut
$967K +$555 +21 +0.1%
PPWM
790
Paragon Private Wealth Management
Kentucky
$966K +$149K +5,644 +21%
FEM
791
Fulcrum Equity Management
Texas
$959K +$213K +8,038 +32%
NP
792
NorthRock Partners
Minnesota
$958K -$202K -7,653 -19%
ATI
793
ARK & TLK Investments
Oklahoma
$955K – – –
MWM
794
Mission Wealth Management
California
$954K +$100K +3,781 +13%
FPF
795
First Pacific Financial
Washington
$953K -$210K -7,936 -20%
UB
796
UMB Bank
Missouri
$952K -$26.7K -1,011 -3%
PCI
797
Planning Center Inc
Illinois
$950K -$70.3K -2,659 -8%
OWM
798
OneAscent Wealth Management
Alabama
$940K +$228K +8,623 +37%
EFP
799
Elser Financial Planning
Indiana
$938K +$289K +10,928 +52%
SFG
800
Sovereign Financial Group
Connecticut
$931K +$15.2K +575 +2%
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